Click this button to add a Service Plan.
Enter a name of a Service Plan
(E.g. Test-Service)
Select whether 'Time Based Dialing' will be applied to this Service Plan
(E.g. Yes/No)
Set the minimum charge
(E.g. 1)
When a call is made, no matter how long it lasted, this 'Minimum Charge' will be applied.
Set the connection charge
(E.g. 0.01)
The connection charge is applied to any call that leaves the system (only in case the other party answers).
Please note that if both 'Connection Charge' and 'Minimum Charge' are set, their sum will be charged after the other party answers the call. Also, this sum will not be charged immediately if 'Grace Period (sec)' is set.
Set the minimum and connection charge per a Destination group
(E.g. Yes/No)
If set to 'Yes', users can define 'Minimum Charge and Connection Charge per Destination Group'. If set to 'No', 'Minimum Charge' and 'Connection Charge' will be applied from the Service Plan.
Set total inclusive minutes
(E.g. 150)
EXAMPLE: Each Extension assigned to this Service Plan will have 150 free minutes of a call time to a location to which these inclusive minutes apply.
'Minimum Charge' and'Connection Charge' will be applied if set.
Set a grace period in seconds
(E.g. 10)
Every call that lasts ten seconds or less will not be charged.
Set a call rating increment
(E.g. 30/6)
EXAMPLE: John made a call which lasted 12 seconds. It will be billed as if he made a 30-second call. If the call lasted for 39 seconds, then it will be billed as if the call lasted 42 seconds.
After clicking ‘Save’, other options will be available for editing. Please refer to the screenshot showing an example of the configuration.
Set incoming/outgoing rates per each known Destination
Configuration for E.164 Routing
For example, to set a price for United Kingdom Destination Proper:
Click the 'Rates' button
Navigate to the letter ‘u’ under the 'Remote Destinations' section
Click 'United Kingdom of Great Britain and Northern Ireland'
Click the 'Edit' button next to 'Proper'
Please refer to the screenshot.
In this case, the '5.00000' rate will be applied to all calls made to the 'Proper' Destination.
In this case, the rate '1.00000' will be applied to all calls made to the 'Proper' Destination.
If set on Service Plans, it will be inherited. However, users can set it differently for the desired Destination.
If set on Service Plans, it will be inherited. However, users can set it differently for the desired Destination.
Select the call rating type
Check this field to include 'Inclusive Minutes' to this Destination
To upload Destination Group rates by using a CSV file, users have to do the following:
Click the 'CSV Upload' button
Click the ‘Browse’ button to find the desired file (optional)
Select the file
Click the ‘Upload’ button
NOTE: The CSV file must have the following format:
“Code”,”Route”,”Destination”,”Outbound”,”Inbound”,”Inclusive”,”Call Rating”,”Minimum Charge”,”Connection Charge”
CSV for Simple Routing
All other fields except the CSV file configuration share similar options as for E.164 routing.
In case of Simple Routing, the CSV file format should be as follows:
"Route Name","Outbound","Inbound","Inclusive Minutes","Billing","Minimum Charge","Connection Charge"
Set Enhanced Services (ES) that will be applied to all users assigned to this Service Plan
NOTE: Enhanced Services can be enabled but not edited on Service Plans. Editing can be done on the Extension level.
a) Disabled ES
To disable ES, click the 'X' icon and save the settings.
b) Enabled ES
To enable ES, click the '✔' icon and save the settings.
c) Enabled ES and allowed in OSC
To enable ES and allow it in OSC, click the '✔' and 'Star' icons and save the settings.
Set whether to allow or deny certain Destinations
Administrator can here set "PIN Required" Destinations, so when calling them, a user will be prompted to enter a PIN.
Click this button to allow all Destinations for this Service Plan
Click this button to show allowed Destinations for this Service Plan
NOTE: PIN Required Destinations will not be shown.
Set further configuration for Online Self Care (OSC)
To show these options in OSC, users can tick the desired option and click ‘Save’ afterwards.
In this example, in OSC of the Extension, 'Voicemail' and 'Personal Phone Book' will be shown.
Set further configuration for Call Rating
To enable call rating, set the 'Call Rating' field to Yes.
If set to Yes, Extensions will be sharing call rating funds from one Master Extension.
This code represents the number of the Master Extension. All Slave Extensions will be using call rating funds from this Extension.
(E.g. 100)
NOTE: This option will be grayed out if the ‘Slave’ option is set to ‘No’.
This value represents the account balance at which a reminder should be sent to the user.
(E.g. If set to '15', when a reaches '15' on his account balance, a reminder will be sent to him.)
NOTE: This option will be grayed out if the ‘Slave’ option is set to ‘Yes’.
Set the maximum amount that the system will extend to the Call Rating account
(E.g. If set to '10' and the account balance drops down to '0', the account will still have "10" units in available funds.
NOTE: This option will be grayed out if the ‘Slave’ option is set to ‘Yes’.
Enable limits by setting this option to ‘Yes'
Select the way that limits will be applied.
('Daily', 'Monthly')
Set the value of the account balance after which you want to notify the user that he has reached Soft Limit. This is set depending on 'Limit Type'.
(E.g. If 'Soft Limit' is set to ‘10’, when the user's account balance reaches this value, he will be notified via e-mail.)
NOTE: This option will be grayed out if the ‘Slave’ option is set to 'Yes' and the 'Enable Limits' option is set to 'No'.
When this value is reached, the system will block this user from making any calls.
(E.g. If this value is ‘5’, when the user's account balance reaches this value, the system will block him from making any calls.)
NOTE: This option will be grayed out if the ‘Slave’ option is set to 'Yes' and the 'Enable Limits' option is set to 'No'.
NOTE: In order for 'Call Rating Template' to work successfully, the default Service Plan must be selected in the Tenant package.
To select the default Service Plan, please do the following:
Navigate to 'Settings'
Click 'Packages' under the 'Tenants' section
Click the desired 'Package'
Select the desired Service Plan under 'Allowed Service Plan' and 'Default Service Plan' under the 'Call Rating' section
NOTE: The default Call Rating template on Service Plans will be used only when users, without privileges to set and control Call Rating, create new Extensions.
Looking from the call rating (billing) perspective, Extensions can be set as Slave or Master. The Master Extension has its own credits and users are able to set reminders, for example, a reminder when the balance reaches a certain amount and certain limitations. On one Tenant, users have can multiple Master Extensions or all Extensions can be Master Extensions. Slave Extensions are using funds available under Master Extension. When the Master Extension runs out of funds, none of the Extensions will be able to make any calls until the Tenant administrator adds more funds to the Master Extension. PBXware does not have real-time billing. Instead, once the call is finished, the system will charge for that call based on the call duration and rating for that specific Destination.
Call Rating Info Section
The available funds on the Master Extension will be divided by the number of the Slave Extension’s outgoing channels. Each Slave Extension gets an amount in advance that will define how long the call can last.
Example: We have one Master Extension and two Slave Extensions. 'Account Balance' on Master Extension is set to '100'. The Slave Extension (101) has two outgoing channels. The Slave Extension (102) has three outgoing channels. When making a call:
Navigate to the desired ‘Tenant'
Go to 'System' under the 'Extensions' section
Select the Extension that you have set to be Master
Click 'Show Advanced Options'
Scroll down to the 'Call Rating Info' section
Click the 'Card' icon next to ‘Account Balance’
Once users click the 'Card' icon, they will be prompted to a different page where they can set further configuration.
Once on this page, users can do the following:
Select 'Type' of the payment (Credit/Debit)
Add the desired number of funds
NOTE: All the fields, Amount, Ref No, and Notes, must be populated to add the funds.
It is possible to enable call charging by a specific time-based dialing (TBD) rule. Users first need to create a TBD rule, and then set the 'TBD' option to Yes on the Service Plan settings.
To create a TBD rule, please do the following:
Navigate to ‘Home' -> 'Service Plans' -> 'Time Based Dialing'
Click the 'Add TBD rule' button
Set the Rule name
(E.g. Test)
Set the Rule priority
(E.g. 5)
NOTE: If there is more than one TBD rule and dates and times of the rules are overlapping, the rule with a higher number will have a higher priority.
Set a Rule mode
(E.g. Day/Time split range)
TBD rules can have one of the following options:
If a user has the 'TBD' option set to 'Yes', they will need to set rates for every TBD rule.
As it is shown in the example of 'Destination Group ‘Proper’ for United Kingdom', there are two TBD rules set on the system.
This is an example of configuration for the first TBD rule, ('Test2').
This is an example of configuration for the second TBD rule, ('Test').
We can see, from the configuration, that the TBD rule, 'Test2', has priority when the time is overlapping.