1.Introduction

Are you wishing to save your web hosting business from unwanted errors and loss in profits through manual billing, unclear transactions and faulty invoices? Are you looking for a billing software that makes your payment appealing and rapid? Then 3CX Hosted Billing can be your right choice!!

3CX Hosted Billing is an automated interface billing software specially created for web-hosting providers. The application is a simple yet powerful tool that connects to all your client’s 3CX hosted servers, collab them together and generate a report of total extension count and simultaneous call count; and know if the ‘Transcription’feature is enabled or not. This makes your billing easier, and zero scope for errors. Then why retarded gratification when 3CX Hosted Billing is waiting for you to save your tremendous amount of money as well as time?

2.Prerequisites

Before you begin with the installation steps mentioned in this guide, you need to ensure that your computer meets the minimum requirements mentioned below for installing 3CX Hosted Billing.

1. 3CX Version V16 and V18 (Professional or Enterprise Version Only)

2. Windows 10 or above / Windows Server 2012 or above

3. Microsoft SQL Server 2014 or above (Including the free SQL Express edition)

4. Microsoft Internet Information Server (IIS) 7.0 or above

5. .Net 4.7.2 or above

  • When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
  • When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

3.Installation


Download software

You can order ‘3CX Hosted Billing’ on-line at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.

 


Install Prerequisites

There are a number of prerequisites that must be installed prior to installing ‘3CX Hosted Billing’. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server


Install ‘3CX Hosted Billing’

This User Guide contains step-by-step instructions to successfully install ‘3CX Hosted Billing’.  Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named HostedBillingInstaller.exe


Register your License Key

You must register your license key to activate ‘3CX Hosted Billing’. Your license key is included in your order confirmation email, and can also be found in your order history on our website.

4.Step By Step Installation Procedure

The following section guides you through a detailed walk-through of the installation process.

Step 1:  Download 3CX Hosted Billing

You can check for the software download link included in your order confirmation email. As an alternative, you can also find the link from your order history on our website.

Step 2:  Extract the installer from the downloaded .zip file
The file you downloaded in the above step is a compressed .zip file.

1. Position the mouse on the zip file and right-click.

2. From the popup menu, select Extract All to extract the software

Step 3: Start the installation process

1. From the extracted folder, find the file HostedBillingInstaller.exe

2. Double-click the file to start the VoIPTools Setup Wizard.

3. Click Next to continue.


Figure 1: Setup Wizard

Step 4: Configure the database
If this is your first install then, select a valid SQL server and if you are reinstalling then select the existing database.

1. When prompted for the database connection information, click Configure.


Figure 2: Configure Database

2. In the Connection Properties dialog box, enter the SQL server name. If using the free SQL Express edition, the default SQL Instance name is SQLExpress.

    • If you want to use ‘SQL Authentication’, then install SQL Server in ‘Mixed‘ mode.

 

  • If SQL Server is installed on a server other than the server where 3CX Hosted Billing is installed, you will need to configure SQL Server to allow remote connections


Figure 3: Connection Properties

3. Enter the login credentials.

a. If using Windows integrated security, select Use Windows Authentication. The VoIPTools installer will create a local windows user name as “VoIPTools” and will give sufficient rights to this user to create / update the SQL database.


Figure 4: Windows Authentication

b. If SQL Server authentication is desired, select Use SQL Server Authentication. Be sure to select a SQL Login that has sufficient permissions to alter the database and create SQL objects. Enter the User name and Password, and select appropriate database value from the Select or enter a database name drop down.


Figure 5: SQL Server Authentication

The first time you install 3CX Hosted Billing, DO NOT enter a database name. Choose Select or enter a database name and leave the database name blank. The installer will create the SQL database automatically and apply the necessary permissions. If upgrading 3CX Hosted Billing from a previous version, select the existing database from the list.

4. Click Test Connection button to confirm you can connect to SQL

5. Click OK to close the test results dialog

6. Click Next to continue the installation


Figure 6: Installation in Progress

7. Once the installation is complete, click Close


Figure 7: Installation Complete

5.Web Portal

To access the ‘3CX Hosted Billing’ web portal, click on the desktop icon that was created during the installation process (3CX Hosted Billing Web). You will be directed to the default page of the Web Portal, as shown below:


Figure 8: 3CX Hosted Billing Web Portal

5.1.License

Registration is required to authorize your software. Registering also makes it possible for VoIPTools to provide a replacement key if your license key is ever lost. Also, it enables VoIPTools to notify you of any product updates.

1. Login to ‘3CX Hosted Billing’ web portal and then click License tab.

2. Enter your registration information in all the fields (Note that the red dot denotes a required field).

3. Click Register.


Figure 9: Register Software

5.2.Servers

The Servers screen enables you to add multiple FQDN servers, query 3CX to know count of extensions and server simultaneous calls, know if ‘Transcription’ feature is enabled or not, and apply extension filter to know the count of test extensions. You can also filter the search results to identify the desired FQDN server or extension filter. The Reports screen displays data as per the settings configured in Servers screen.


Figure 10: Servers Screen

1. In the Extract Data box, check the following check boxes as per your requirement so that the report will display data accordingly; and then click Query 3CX button.

(a). Extension Count – to know the extension count in each of the FQDN server.

(b). Server Simultaneous Count – to know the simultaneous call count in each of the FQDN server.

(c). Transcriptions – to know if ‘Transcription’ feature is enabled or not in each of the FQDN server.

(d). Recordings – to know the total used space for recordings and if the recordings quota is reached or not.

If you uncheck a specific checkbox, then the respective column will not display in the report results.

2. You can add one or more FQDNs of all the servers that you want to include in the report. To add/delete new or existing FQDN, follow the instructions below:

i). To add new FQDN, in the 3CX Servers box, click the Add button.

ii). In the Customer field, enter customer name.

iii). In the Server Name field, enter the server name.

iv). In the FQDN field, enter the ‘3CX Console Management’ login url.

v). In the Username and Password fields, enter the ‘3CX Console Management’ username and password for respective FQDN. If you have entered valid credentials, then the data will be saved in Servers tab else, an error message will display.

vi). Once the application validates the credentials, click Test button so that the application re-validates if the credentials remain the same as those that were added last time. If the data is valid then the application automatically checks the Autorized checkbox for the respective FQDN else, the re-validation fails and the respective Authorized checkbox remains unchecked.

vii). Click Save Changes.

viii). To delete FQDN, select the desired FQDN that you want to delete and then click Delete button beside the respective FQDN and click Save Changes.

You will not be able to query a server until connectivity is verified. Authorized servers cannot be deleted for 35 days.

3. You can add one or more extension filters and add the desired filter that you want to include in the report.

i). To add extension filter, in the Exclude Extensions That Contain box, click Add button.

ii). In the Extension filter field, enter the text so that the extensions with respective name will not be counted in the report data.

iii). To delete extension filter, select the desired extension filter that you want to delete and then click Delete button beside the respective extension filter and click Save Changes.

5.3.Reports

The Reports screen displays report data as per the scheduled 3CX queries, FQDNs and extension filter applied in the Billing Host screen. From here, you can export data in various formats, view server details for the desired customer and, group column name and display report.


Figure 11: Reports Screen

Customer Name of the customer who is to be included in the report.
Server Fully Qualified Domain Name (FQDN), it is a 3CX Console Management URL
Updated Latest query for respective FQDN
Version 3CX Version along with 3CX server system type (Windows or Linux)
SC Simultaneous Calls count for respective customer
Expiration No. of days for license to expire.
Backups If Automatic Backups Configured or Not Configured.
Services If all 3CX Services started or not started.
Ext. Count Total extension count for respective customer.
Ext. Up No. of extensions currently registered.
Trunks Up No. of trunks currently registered.
Calls No. of active calls.
CPU % of CPU utilization.
RAM % of memory utilization
Disk Disk space utilization.
Recordings If the storage has not yet crossed the recording quota (recordings will not be stopped) or crossed recording quota (recordings will be stopped).
Used Total used space from 3CX Phone System for respective FQDN and the Maximum recording storage space (storage limit).
Transcribe If transcription feature for the respective FQDN is enabled or disabled.
5.3.1. Export Report

To export report data into desired file format, click on the desired export button and then browse the path where you want to save the file.


Figure 12: Export Report

5.3.2. View Server Details

To view the server details associated to a specific customer, simply click on the respective customer name. 3CX Server Details popup appears.


Figure 13: 3CX Server Details

Server FQDN 3CX Server FQDN.
Webmeeting FQDN 3CX Webmeeting FQDN
Version 3CX Version
Reseller Name of the reseller
Ext. Count Total extension count for respective customer
License Key License Key of 3CX Server.
License Expires License expiry date & time.
Support Expires Support expiry date & time.
Public IP Public IP of the 3CX Server.
Transcribe If transcription feature for the respective FQDN is enabled or disabled.
Trunks Up No. of trunks currently registered.
Extension Up No. of extensions currently registered.
Active Calls No. of active calls.
BlackListed IPs Count of blacklisted IPs for the respective FQDN
Last BackUP Last backup date & time.
CPU Usage % of CPU utilization
Memory Usage % of memory utilization
Disk Usage Disk space utilization.
Used Total used space from 3CX Phone System for respective FQDN and the Maximum recording storage space (storage limit).
Recordings If the storage has not yet crossed the recording quota (recordings will not be stopped) or crossed recording quota (recordings will be stopped).

5.3.3. Group Columns

You can display report results by a grouping the desired column name. This is done by dragging the desired column header into space above the column header. You can check the image below for better understanding:


Figure 14: Reports Results: Grouped By Column Name

5.4.Settings

The ‘Settings’ screen enables you to configure refresh rate for refreshing 3CX Servers information and also configure specific mail ids to get notified whenever the CPU and RAM reaches the threshold level.

5.4.1. Settings

The ‘Settings’ screen enables you to set page ‘Refresh Interval(In seconds only)’ to refresh 3CX servers information in ‘Reports’ page.

1. In the Settings page, click Settings tab.

2. Under General and in the Refresh Interval field, enter the time in seconds so that the 3CX servers information will refresh for every specified interval in the Reports page.

3. Click Save.


Figure 15: Settings

5.4.2. Email Settings

The ‘Email Settings’ enable you to configure specific email ids which you want to notify whenever the CPU and RAM capacity reaches the threshold level of 90%.

1. In the Settings page, click Email Settings tab.

2. Under Email Server:

i. In the Server field, enter the IP address or Fully Qualified Domain Name (FQDN) of your email server. Examples: 192.168.1.20 or mail.mydomain.com

ii. In the Port field, enter SMTP Port number. Default port number is 25.

iii.In the From Email field, enter the reply email address for email notifications of CPU and RAM if reached threshold levels.

iv.In the To Email field, enter the desired email addresses (separated by comma) to which you want to notify whenever the CPU and RAM capacity reaches to a threshold level of 90%.

3. Under Authentication:

i. Enter valid credentials in Username and Password fields.

ii. Check Requires SSL/ TLS check box if your mail server requires a secure connection – Secure Socket Layer (SSL) or Transport Layer Security (TLS) to relay email. Gmail, Google Apps and Microsoft 365 require a secure connection.

iii. Click Test button to test if Email Server is able to communicate with 3CX Phone System.

4. Click Save to save the data.


Figure 16: Email Settings

6.Support

Visit our website to access our on-line manuals and receive quick answers to most of your questions. Otherwise, you can contact us by phone, email, live chat and on the VoIPTools forums.

• Support Hours (USA and India)

Our team is ready to assist you with answers to your technical questions and we now offer 24/7, 365 days a year.

• Windows Event Log (Applications and Services ? VoIPTools)

The Windows Event Log lists various errors, information messages and warnings related to all our VoIPTools applications and services. The data here can be used for troubleshooting various application errors.

• Forums

Our forum is intended for VoIPTools customers to collaborate on real-life challenges, solutions and best practices. You can participate on our forum at: https://www.voiptools.com/community/

• Submit a Bug

If you suspect a bug in any of our VoIPTools products, you can bring it to our notice by reporting your issue at: https://www.voiptools.com/report-a-bug/

• Live Chat

Our chat support team is ready to acknowledge your queries in real-time. You can start a live chat with us by simply clicking on the Live Chat button at the lower right corner of our web page.

• Email

You can email us at: support@voiptools.com. Be sure to describe your issue in detail. We’ll get back to you within one business day of receiving your request.

• Phone

You can call us at +1 801-642-4655 to reach a representative. VoIPTools will accept calls at this number from 8:00 AM to 6:00 PM (Central Standard Time).

• Support Services

Free Support:

If you purchased our products through a VoIPTools Partner, your Partner will provide first level support. Partners have access to 100% free technical support, provided they participate actively in the troubleshooting process.

VoIPTools customers have access to our on-line manuals and we will respond to emails (next business day) and live chat, but we will not login to your servers remotely.

Paid Support:

If you purchase “Installation Support’ our support team can login to your servers and install and configure all our tools for you. This includes installing SQL Server Express and Internet Information Server if required. Our team will work with you to configure our applications to best meet your needs.

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