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| Project Goal | Allow CSPs to store their billing and payment details in PortaBilling and automatically use them in invoice templates and eInvoices. |
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| Why this project exists ? | CSP payment and business details are not centrally stored in PortaBilling and must be manually maintained in invoice templates. As a result, changing these details requires updates to multiple templates. This becomes especially limiting with the introduction of eInvoices, where such information needs to be available as structured data rather than being hard-coded in individual templates. |
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| Who are the users / whom we bring value ? | - CSP Finance dep: Reduces the effort and risk associated with changing bank details on invoices by eliminating the need to update multiple invoice templates manually.
- CSP Support dep: Reduces payment-related customer inquiries and support effort caused by incorrect or outdated bank details on invoices.
- End users: Can make payments using accurate bank details provided on their invoices, reducing the risk of failed or misdirected payments.
- PortaOne support: less requests for invoice template adjustments like this one.
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| What are the benefits for CSP/ PortaSwitch owner? | Ensures that customers always receive correct and up-to-date payment information, reducing the risk of payments being sent to an outdated bank account. |
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Target Release
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| Area | PortaBilling |
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