-This article is NOT applicable to BASIC SIP Trunking.
1- Before creating a Client, you need to create a Charging Plan to allocate to that client. This Charge Plan are your Calling Packages. This is done by clicking on the 'Charge Plan' icon on the left nav bar.
See a video here on how to do this: http://billing.otelafrica.com/knowledgebase.php?action=displayarticle&id=15
2- Next you create exceptions for this CLIENT CHARGE PLAN.
You can see a video here:http://billing.otelafrica.com/knowledgebase.php?action=displayarticle&id=14
Exception templates can be downloadable from here:
http://billing.otelafrica.com/dl.php?type=d&id=2 (login required)
ONLY the clients Charge Plan will have 'Fixed Exceptions' to its charge plan.
3- Create the Client
See video here: http://billing.otelafrica.com/knowledgebase.php?action=displayarticle&id=13
4- After creating your CLIENT and allocating a charging plan to him, you need to add extensions/lines.
HOWEVER BEFORE YOU DO THAT!:
You need to create a Charge Plan for Extension => Client. And since the client provides its staff/lines calls at no charge,
you need to create a ZERO COST EXTENSION PLAN!
See a video of it here: http://billing.otelafrica.com/knowledgebase.php?action=displayarticle&id=11
5- After you've created the extension, you can continue the article by clicking here:
CHARGING PLAN NOTES:
You have to create 2 Charging Plans.
1- You to the client=> need to enter costing with cost exceptions, so you're fixing your selling price and profit.
2- Client to Extension/line=> This extension is at ZERO cost, UNLIMITED POSTPAID, and NO exceptions. If you add any costing here, it means that the CLIENT is making a profit per call from his staff (callers).
Detailed Charge Plan Setup found HERE
When adding Airtime, if the YOU TO CLIENT PLAN is Pre-Paid, then click on CHARGE CREDITS in the CLIENT's screen and enter your credit sold to him EXCLUDING VAT
If the CLIENT has been allocated a Post Paid account with a limit, once he reaches his limit, you CAN enter more airtime credits by clicking on Charging Limits at CLIENT screen.
Please read this article carefully a couple of times, and view the whole video. It explains everything. If you get stuck, please send us a ticket.