Sonata Billing – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 15:02:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Sonata Billing – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Technical Specification  https://wiki.vitalpbx.org/wiki/reports-sonata-billing/technical-specification-4/ https://wiki.vitalpbx.org/wiki/reports-sonata-billing/technical-specification-4/#respond Tue, 05 Dec 2023 14:39:32 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2425
Name Sonata Billing 
Version 4.0.1-1 
OS Linux Debian 11 64 bits 
Compatibility VitalPBX 4.x 
Database MariaDB 10.x 
Developed Language PHP 8, HTML 
Necessary Memory 2 GB 
Necessary HDD 250 MB 
Packet Technology DEB 
Dependency Already installed in VitalPBX 4.x 
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Installation  https://wiki.vitalpbx.org/wiki/sonata-billing/installation/ https://wiki.vitalpbx.org/wiki/sonata-billing/installation/#respond Thu, 30 Nov 2023 16:16:16 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1633 In your VitalPBX go to Admin/Add-ons/Add-ons, select Sonata Billing and press the install button shown in the Actions column. Wait a couple of minutes and then click the Sonata Billing link and start configuring. 

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Reports Schedule  https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-schedule/ https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-schedule/#respond Thu, 30 Nov 2023 16:10:13 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1629 Sonata Billing allows the execution of reports automatically and periodically. To configure this option, go to REPORTS/Reports Schedule. 

The data to be configured are the following: 

  • Description, Short description of scheduled report. 
  • Start Date, day to execute the process. 
  • Report, report to use, it must have been previously created. 
  • Repeat Mode, periodicity for the execution of the process. 
  • Sent To, email to send the report. 
  • Enabled, it is possible to enable or disable the schedules. 
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Reports Filters  https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-filters/ https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-filters/#respond Thu, 30 Nov 2023 16:07:55 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1625 HOUR FILTER 

Hours Filters are used to select only calls that are made within the time set in the filter. This screen shows a filter of working hours. 

The data to be configured are the following: 

  • Filter By, type of filter to create, Days and Hours or Prefixes. 
  • Description, brief description of the filter. 
  • Days and Hours, day of the week and hours to select in the filter. 

DIAL CODES FILTER 

The data to be configured are the following: 

  • Filter By, type of filter to create, Days and Hours or Prefixes. 
  • Description, brief description of the filter. 
  • Prefix, prefix to include in the filter. 
  • Exclude, select whether to exclude this prefix when applying this filter. 
  • Comparison Mode, type of comparison to use when comparing the prefix. 
  • Call Types, type of calls in which this prefix will be applied 
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Reports Builder  https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-builder/ https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports-builder/#respond Thu, 30 Nov 2023 16:01:32 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1620 Report Builder generates all the detailed and summarized reports by extension, cost center, trunks, etc. 

The data to be configured are the following: 

  • Title, this represents the title of the report, is required only when the report is saved as template. 
  • Group By, generate the report by grouping it by the selected option. 
  • Type, generate the report with the selected option. 
  • Period, range of date and time to be taken into account in the report. 
  • Extensions, extensions to be included in the report, if the check is selected, all extensions will be included. 
  • Carriers, carriers to be included in the report, if the check is selected, all carriers will be included. 
  • Cost Center, cost center to be included in the report, if the check is selected, all cost centers will be included. 
  • Account Codes, account codes to be included in the report, if the check is selected, all account codes will be included. 
  • Format, defines the format in which the report will be exported. 
  • Currency, currency to show report. 
  • Call Types, types of calls to be included in the report. 
  • Duration Min/Max, duration Min/Max expressed in seconds 
  • Cost Min/Max, cost Min/Max expressed in home currency 
  • Hourly Filter, hour filter to use to generate the report. This filter must have been previously created. 
  • Dial Codes Filter, dial codes filter used to generate the report. This filter must have been previously created. 
  • Top Limit, limit the number of items to show in top reports. 

You can create a profile for later use in Report Schedule, configure the information and press the “Save” button. 

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Reports  https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports/ https://wiki.vitalpbx.org/wiki/reports-sonata-billing/reports/#respond Thu, 30 Nov 2023 15:59:41 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1618 Sonata Billing generates many summarized and detailed reports. To generate reports, go to REPORTS. 

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Licensing  https://wiki.vitalpbx.org/wiki/settings-sonata-billing/licensing-2/ https://wiki.vitalpbx.org/wiki/settings-sonata-billing/licensing-2/#respond Thu, 30 Nov 2023 15:55:56 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1615 Sonata Billing comes with a free license of up to 8 extensions, you can purchase a license that fits your needs by contacting your supplier.

The data to be configured are the following: 

  • License Number, license of the product, this will be supplied by your supplier. 
  • Company, name of the company to whom you want to register the product 
  • Full Name, name of the user who will be responsible for the product. 
  • E-Mail, email of the user who will be responsible for the product. Very important since under this email the license will be registered. 
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Email Settings  https://wiki.vitalpbx.org/wiki/settings-sonata-billing/email-settings/ https://wiki.vitalpbx.org/wiki/settings-sonata-billing/email-settings/#respond Thu, 30 Nov 2023 15:50:44 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1611 To be able to use the module of sending reports automatically it is necessary to configure an email account, to configure this account go to SETTINGS/Email Settings 

The data to be configured are the following: 

  • Type, select the type of email server to use. 
  • SMTP secure, type of security 
  • Host, email server 
  • Port, port of the email server 
  • Username, user to authenticate to the email account 
  • Password, password to authenticate to the email account 
  • From Name, name of the owner of the email 
  • From Email, complete email 
  • BCC Email, if you want to send a copy of the hidden email, write it here 
  • Test Configuration, test email settings 
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Currency Exchange Rates https://wiki.vitalpbx.org/wiki/settings-sonata-billing/currency-exchange-rates/ https://wiki.vitalpbx.org/wiki/settings-sonata-billing/currency-exchange-rates/#respond Thu, 30 Nov 2023 15:45:18 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1608 The program is multi-currency, you can get reports in the currency that the user wants. To enable a currency, it is necessary to go to SETTINGS/Currency Exchange Rates 

Select the country and then press the Add Exchange button. The exchange rate of the day will appear with the possibility to change it manually. 

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Company Profile  https://wiki.vitalpbx.org/wiki/settings-sonata-billing/company-profile/ https://wiki.vitalpbx.org/wiki/settings-sonata-billing/company-profile/#respond Thu, 30 Nov 2023 15:36:50 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=1599 To configure the company information, go to SETTINGS/Company Profile

GENERAL 

The data to be configured are the following: 

  • Company Name, on behalf of the company. This will appear in the header of all reports. 
  • Country, Country where the PBX is installed. 
  • Timezone, Time Zone is used as the default time zone when creating system users. 
  • Address, Company Address (Optional) 
  • Telephone, Company Phone (Optional) 
  • Email, Company Email (Optional) 
  • Logo, company logo, it will appear in the header of all reports. 

DISPLAY SETTINGS 

The data to be configured are the following: 

  • Date Format, select a desired date format to display in the reports and interface. 
  • Date Separator, type of separator for the date to be shown in the reports and interface. 
  • Time Format, select the time format to be displayed in the reports and interface. 
  • Call Duration Format, select the format of call duration to show in the reports and interface. 
  • Thousand Separator, type of thousands separator to show the cost of the calls in the reports and interface. 
  • Decimal Places, number of decimals of call costs to be displayed in the reports and interface. 
  • Decimal Separator, type of decimal separator to show the cost of the calls in the reports and interface.

COST SETTINGS 

The data to be configured are the following: 

  • Currency, local currency. 
  • Currency Exchange Provider, Exchange Rate Provider (Google or Yahoo) 
  • Default Outgoing Cost, cost of outgoing calls when no tariff associated with it is found. 
  • Default Incoming Cost, cost of incoming calls when no tariff associated with it is found. 
  • Default Internal Cost, cost of internal calls when no tariff associated with it is found. 

PDF SETTINGS 

The data to be configured are the following: 

  • Page Size, page size to use for generating reports. 
  • Footer, Legend that will appear in the footer of all reports. 
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