Account Overview

2016-05-29 00:18

Account Overview

The account summary dashboard provides a broad overview of your account. In this dashboard you can view account balance, plan details and customer account summary.

Quick Guide

Step 1: Make a Payment

  1. Log into
  2. Select Account > Account overview.
  3. Click Add credit.
  4. Add credit card details or select a saved card in the pop up.
  5. Click Accept to make payment.
make a payment

Step 2: Account Summary

  1. Log into CloudPBX.
  2. Select Account > Account overview.
account summary

Screen Shot 2015-09-01 at 9.25.52 am Select a month billing cycle to see an overview for that given month.

b By selecting either Service type, Billing group or Call date you can view a break down summary of the account.

Screen Shot 2015-09-10 at 12.49.17 pm When in service type by clicking either CallingPlan, Inbound  or Number  you can view detailed description for that month period.

Screen Shot 2015-09-10 at 12.48.59 pm View the selected months statement by clicking download pdf download a pdf or view in browserto the statement in a new window.

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