Account Overview

2018-11-17 02:19

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 > Payments.
  3. Click Add credit now.
  4. Add credit card details or select a saved card in the pop up.
  5. Click Add Account Credit to make payment.

Step 2: Account Summary

  1. Log into CloudPBX.
  2. Select Account >Summary for a brief summary of your account
  3. Select Account > Charges for a breakdown of charges on your account
  4. Select Account > Plan for a detailed breakdown of your monthly plan and fees
  5. Select Account > Records to search for specific billing fees and calls made on your account.
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