Invoicing & Taxation tab

 

Field Description

Tax ID

Locally-designated tax number.

 

If the Avalara plug-in is enabled, you will also see fields that allow you to specify your taxation settings.

NOTE: The Avalara module must be configured on the Configuration server. Please refer to the PortaBilling Administrator Guide for details.

 

Field Description

Business Class

This describes you as the service provider. Select one of the following options:

  • ILEC – This is a telephone company that owns most of the local loops and facilities in a serving area.
  • CLEC – This is a company that builds and operates communication networks within areas, providing its customers with an alternative to the local telephone company within the existing ILEC’s territory.

Company is Facilities based

Select if you own or control facilities (e.g. switching equipment and transmission lines) for providing telecommunication services.

Company Status in the State of Sale

Select whether you and the services you provide are regulated by the regulatory commission in the state where the services are provided.

Over 50% of the
gross business activities in

Define your primary activity:

  • Local Service Revenue – Select this option if you receive more than 50% revenue from local calls.
  • Long Distance Revenue – Select this option if you receive more than 50% revenue from long distance calls.

Franchise

Select whether you provide services according to the franchise agreement.

VoIP Taxation

Specify the method for taxing your VoIP services:

  • Normal – This is a conservative method; it returns tax on VoIP-related transactions / service type codes. VoIP services are taxed using Transaction code 19.
  • Aggressive – This method does not return tax on VoIP-related transactions / service type codes. VoIPA services are taxed using Transaction code 20.

 

 

On the right-hand part of the tab you can specify which invoice numbering sequence to use:

 

Field Description

Invoice Number Sequence

PortaBilling® can generate invoices for all customers with sequential invoice numbering distributed throughout the environment. In some cases, you may want to have more than one sequence of numbers.

 

For example, your legislation may demand strict sequential invoice numbering for every customer or reseller.

 

Select an invoice number sequence that will be used by default for the whole environment:

  • Individual for Environment – Sequential invoice numbering throughout the environment.

  • Individual for Reseller – Sequential invoice numbering throughout the environment for direct customers, distributors and resellers, though the reseller will have their own sequential numbering for all of their customers.

  • Individual for Customer – Every customer (direct customer, distributor, subcustomer and reseller) will have their own sequential numbering.