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Billing

What is billing?​

Billing is a system for managing account finances: viewing balance, topping up account, tracking expenses and payments. Allows controlling all financial operations in the system.

Main Sections​

  • Balance — viewing current balance and account top-up
  • Payment history — all account top-up operations
  • Expenses — expense breakdown by services
  • Calls — call expense statistics
  • Metrics — tariff and billing configuration
  • Payers — payer management

Displayed Information​

  • Current balance — amount of available funds
  • Operation history — all financial transactions
  • Expense breakdown — spending breakdown by categories
  • Call statistics — telephone service expenses
  • Tariff settings — tariff plan management

Balance Top-up​

Step 1: Payer Selection​

  1. Click "Top up" in balance section
  2. Select existing payer or create new one

Step 2: Amount Entry​

  1. Specify desired amount (minimum 100 rubles)
  2. Choose payment method: YooKassa (online) or bank transfer
  3. Confirm payment and follow instructions

Information Viewing​

Current Balance​

  • "Balance" section → current account amount
  • Top-up buttons and link to payment history

Payment History​

  • "Payment History" section → operations table
  • Date, amount, payment method, status, payer
  • Use filters to find needed operations

Expense Breakdown​

  • "Expenses" section → spending breakdown by categories
  • Campaign expenses, call costs, other services
  • Filters by dates and categories

Metrics Configuration​

  • "Metrics" section → billing parameter configuration
  • Tariff plans, service costs, expense limits

Payment Methods​

YooKassa (Online Payments)​

  • Bank cards: Visa, MasterCard, MIR
  • Electronic wallets: Yandex.Money, WebMoney
  • Mobile payments: through telecom operators
  • Internet banking: Sberbank Online, Tinkoff

Bank Transfer​

  • Details: received after payment creation
  • Processing time: 1-3 business days
  • Commission: according to bank tariffs

Payment Statuses​

  • Awaiting payment — payment created, awaiting payment
  • Processing — payment being processed
  • Successful — payment successful, funds credited
  • Declined — payment failed verification
  • Refunded — funds returned upon request

Payer Management​

Creating Payer​

  • "Payers" section → "Create Payer"
  • Fill in data: organization name, TIN, contact information

Editing Payer​

  • Find payer in list → "Edit"
  • Make changes → save

Troubleshooting​

Balance Not Displaying​

Reasons: corporate tariff, balance not configured, internet problems Solution: contact manager for configuration, check connection, refresh page

Payment Processing Times​

  • YooKassa: instantly or within an hour
  • Bank transfer: 1-3 business days
  • Mobile payments: up to 24 hours

Payment Failed​

Actions: check payment status, ensure sufficient funds, try another payment method

Documents for Accounting​

Available: payment invoices, work completion certificates, expense certificates, service breakdown Obtaining: "Documents" section → select period → download documents

Tips​

Expense Control​

  • Regularly check balance, don't allow zeroing
  • Analyze expenses and plan budget in advance
  • Set up low balance notifications

Cost Optimization​

  • Study tariffs and choose optimal plans
  • Analyze effectiveness and ROI of campaigns
  • Keep track of all expenses

Payment Security​

  • Use reliable payment methods
  • Check details and save documents
  • Control all operations
  • Tariffs — viewing and changing tariff plans
  • Campaigns — controlling campaign expenses
  • Statistics — effectiveness and ROI analysis
  • Dashboard — quick access to balance