This document is intended to provide the reader with information on how to access the billing portal and what information can be accessed here.
Author: Jolene Larter
Date: 14/06/2023
Version: 1.0
To gain access to the billing portal, please email billing@wearepragma.co.uk with a request. The billing team will then set up a customer login, and you will receive an activation email like the following:
Click on the link to activate your account. You will then be asked to set a password. You will then be able to log in.
Once logged in, you will see the following home screen:
In the Home menu, you can see your top 10 spend by telephone number and view high level information on your last bill as well as download your invoice from the top right-hand corner.
In the Bills menu, you can view past and present invoices and download your PDF invoice report as well as SDR and CDR files.
In the Manage menu, you can add usernames and cost centre information to the telephone numbers we are billing.
To manage your telephone numbers, you need to create your Users, Cost Centres, and departments in the relevant tab menus across the top.
Once you have created these, you can go back to the Numbers view and update it by clicking the edit pencil to the right of the number you wish to edit.
