Account Tab




Organization

  • The Organization section is for informational overview for your Organization (Account) and lets you set different default contacts for things like billing and sale along with your Billing Address and Payment terms.
  • Once logged into the Clearly Trunking Portal , Go to Account -> Organization to view your Company Information.

  • The top portion will show information about your company and let you edit your company information and address.  You can also see what day of month your statements are generated each month and what payment terms and grace period you have.
    Organization1

  • Clicking on the Orange Bell icon under the Billing Information widget will allow you to set Account Level notifications if any of your Locations have exceeded your usage.  You can also set different Notifications inside each Location where this setting is a a global notifications for all of your Locations.


  • With Clearly IP SIP Trunking you can have different types of call paths.
    • Call Path Subscriptions - Each Unlimited Domestic Call path assumes a normal business usage of 3000 minutes per call path.  For example if you buy 10 Call of these the system would assume a soft cap of 30,000 minutes of domestic calling each month.  
    • Metered Per Minute - Pay per minute for each inbound and outbound call you make at a per minute charge.
    • International Per Minute - Pay per minute for all outbound international calling at the defined rate deck for for each country and type of number you are calling such as Mobile versus landline.
    • Fax Call Paths - Used for sending and receiving faxes and sold in Low and High Volume options that are bundled with a set of minutes to be used for faxing each month.

  • For each of the activated call paths on your Location above you can set a % of usage threshold, such as 75% on International and define 1 or more email addresses for us to send a notification to when this threshold is met and how often to send the notification such as every 12 hours, every hour or once a day.
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  • The bottom section is where we can manage who the contacts for the 4 different contact groups are.  For example any contact set as a Billing contact will receive email copies of all invoices and any other items related to the accounting side of the relationship.  From here you can add and remove contacts for each contact type.  To add a new contact that does not exist yet see the Contact section below.
    Organization2


Contacts

  • What is a Contact? A contact would be any user listed within the account. These users may be listed as technical, billing, etc., with variable permissions and authorizations.
  • Within your Account, you can easily View, Edit, and/or Create Contacts for your Account.
  • Once logged into the Clearly Trunking Portal , Go to Account -> Contacts to view your existing contacts.
    Contacts

  • From there you will see a full list of the current Contacts to your account. You can choose to Add a New Contact, as well as View properties of existing Contacts (as noted under the 'Actions'), and whether or not this User is allowed for account Login.
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  • Click on the Binoculars for a Contact that you would like to enable login and set a username and password for this contact.


Invoices

  • Invoices are where you can see the full history of all your paid and unpaid invoices with Clearly IP and download PDF copies along with making payment with a Credit Card for any unpaid invoices.

  • Once logged into the Clearly Trunking Portal , Go to Account -> Invoices to view your Invoices

  • From here you can view, download and pay any of your invoices and see the status of each invoice
    Invoices

View CDRs

  • From within your Account, you can easily view and download current and previously billed Call Detail Records (CDRs). These records are updated in 'near time', and generally within 60 seconds of a recently ended call.  They will show both Voice and Fax calls and any amounts that the specific call may have related to charges for that call.
  • Once logged into the Clearly Trunking Portal , Go to Account -> View CDRs

  • From here we can see all of our CDRs and use the Filter to change the date range and/or a specific Trunking Locations.

  • To download the CDRs to CSV click on the "Download" button at the top and all the CDRs within the filter range will be downloaded to CSV.

View Fax CDRs

  • From within your Account, you can easily view all Fax Calls made using the Clearly Trunking Fax Service call paths for SendFax.to service.  You can view the status of each fax such as success or failure.  These includes all faxes sent or received using;
    • Fax to Email
    • Email to Fax
    • API Faxing
    • Send and Receiving Faxes through a SendFax.to Appliance device.
  • Once logged into the Clearly Trunking Portal , Go to Account -> View Fax CDRs

  • From here we can see all of inbound and outbound faxes and use the Filter to change the date range and/or a specific Trunking Locations.
    • You can see the date and time of the fax, direction of the Fax, Sending and Receiving Phone Number and the final outcome of the fax under the status column.
  
  • For each fax you can see the current Status of the Fax such as;



Payment Methods

  • Currently all accounts require a credit card on file for processing of invoices and purchases unless Payment Terms have been established with Clearly IP Accounting team. It is generally best practices to store more than 1 card for backup purpose(s) to prevent payment issues on a singular card (limit, expiration, bank error, etc).
  • Don't worry. We only save a 'token' for these payment methods to be used with the issuing bank. Just like with all of your information, we want to take extra steps for security when it comes to credit card and banking information.
  • Once logged into the Clearly Trunking Portal , Go to Account -> Payment Methods


  • From here you can see a list of all payment methods and credit cards on file with us


  • To add a new Credit Card click on the "Add New Payment Method" option in the bottom right corner

  • Fill in your Credit Card information and press the "Save" button.

Payment History

  • The payment history tab will show you each payment made to Clearly IP on your account and what invoice(s) the payment was applied to. This is useful to reconcile a charge on your Credit Card for monthly service that was charged against more than 1 invoice as you can get a list of all the invoices the payment was applied against.
  • Once logged into the Clearly Trunking Portal , Go to Account -> Payment History

  • We can now see a list of all payments, the date of the payment, amount and what invoice(s) the payment is applied against.
    • if the payment is applied against more than 1 invoice click on the in the Invoices Applied to column and you will see a list of Invoices the payment was applied against.




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