Account Billings Guide

General information

On the Billings page, you can view information regarding top-ups or deductions from your Teliqon Portal project balance (Voice). This page is accessible via the sidebar menu on the left:

The Billings page is structured into three functional blocks:

1. Top toolbar.
2. Transaction history table.
3. Bottom toolbar.

Top toolbar

The top toolbar consists of the following elements:

1. Filter. Clicking the “Filter” button will open a pop-up window.

In this window, you can:

a. Filter data by transaction creation date. After clicking the calendar icon, a pop-up window will appear to select the desired period.

To set a date range, use one of the following methods:

• Click on the dates in the calendar, selecting the start and end dates;
• Select one of the preset options (“Today”, “Yesterday”, “This week”, “This month”, “This year”) .

To apply the changes, click the Apply button.

If you change your mind, you can close the calendar by clicking on the empty space outside of it or reset the selected dates using the Clear button.

b. Filter by Amount. To do this, use your keyboard to enter values in the From and To fields, either individually or together.

c. Filter by service type. Select one or multiple options from the available services (Deposit, DID, PBX, CRM, AutoDialer, Additional services, SMS).

d. Filter by transaction status. In this field, you can choose one of the available options (“Done”, “Pending”, “Rejected”, “Refunded”).

Additionally, you can combine all filters to narrow down your search.

2. The Search field is designed to quickly find data based on full or partial text matches exclusively within the “Comment” column. To start searching the values in the list, simply enter more than one character in the input field and click the Search button or press Enter on your keyboard.
3. CSV Download button on the Additional billings tab. This button allows you to save all or filtered records to your computer in .csv format. To export a specific selection of data, simply configure the filter parameters first and then click the button.

Transaction history table

All transactions (except SMS) for the project are displayed in this list:

The table contains the following columns:

1. Date: the date the transaction occurred;
2. Amount: the net transaction amount;
3. Type: the transaction type (e.g., service purchase or service renewal, etc.);
4. Status: the current transaction status;
5. Balance: the account balance after the deduction;
6. Comment: the Teliqon portal system comment for this transaction.

A value sorting function is available in the table. To activate this option, click the arrow next to the column name, and the data will be automatically sorted in ascending order. To change the order to descending, click the same arrow again.

Above the table, there is information about total expenditures. This information is dynamic and changes depending on the selected filters.

Bottom toolbar

The bottom toolbar looks as follows:

It provides the following options:

1. Use page pagination;
2. Select the number of rows per page. The following options are available:

a. 10 per page;

b. 15 per page;

c. 25 per page;

d. 50 per page;

e. 100 per page;

f. 250 per page.