¶ Common plans and products
- Q. How should I set up my catalog?
A. Users can create Catalog objects using the links in the Actions box in Catalogs panel. More details can be found here.
- Q. If I sell conference lines, voice or direct numbers, how do I set up my smartbilling instance?
A. Categories are a means of classifying Catalog Items. Users can define voice service as a Catalog category as shown here, and add corresponding Products, Services, Charges within the defined Category.
- Q. If I sell SIP or SIP trunks, how do I set up my smartbilling instance?
A. Type "SIP" or "SIP Trunking" in the seraching bar, select the service ("SIPTrunking-CA" or "SIPTrunking-US") and then Edit the SIP trunking set-up information based on your needs.
- Q. How do I set up if I have a Teams, Microsoft Teams service that I offer to sell to people as part of either my Cloud or hosted PBX cloud offerings?
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- Q. If I want to build for SMS message events, how do I set up my instance?
A. Click through Catalog> Usage Rates> Add Usage Rate and select one type of SMS message event in the selction bar Rate Type, then set up other required information. Sending SMS to a particular code would be charged at high rate. Smartbilling provide lots of flexibility to define various such rules to charge voice, data, SMS, or MMS usage generated by the customer, and also allows flexibility within usage rates by applying Rate Plans. More details can be found here.
- Q. If I sell wireless or wired telephony products, how do I set up my smartbilling instance?
A. First click through Catalog> Add Category to create a Catalog category, then go to Add Product to create wireless or wired telephony products and select the category you just defined.
- Q. How do I set up my instance if I want to sell prepaid wireless plans?
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- Q. If I sell data plans, how do I set up my smartbilling instance?
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- Q. If I sell metered data plans, how do I set up my smartbilling instance?
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- Q. If I sell internet cable/DSL/fiber plans, how do I set up my smartbilling instance?
A. Users can define Internet service as a Catalog category as shown here, and add corresponding Products, Services, Charges within the defined Category.
- Q. How do I set up pooled services or tiered services? For example, a “family plan”? Or business centre pooled usage minutes or data?
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- Q. How do I set it up for if I want to charge different rates given different tiers for the same charge or same usage type?
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