Managing Invoices and Payments

Content

The Invoices & Payments page is divided into the following tabs:

Viewing Invoice and Payment Information

If you are a Billing Contact or a Decision Maker, you can view invoices, detailed invoice reports, billing history, payments, and current balances. Billing Contacts receive an email notification the first week of each month with a link to an account statement. Additionally, by default, a paper invoice is mailed out monthly to the Billing Contact for each invoice group; for information about opting out of receiving paper invoices, see Viewing Invoice Group Information.

For additional information, see the following topics:

To view invoice and payments information:

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Invoices & Payments.
  3. Click the View Invoices tab.
  4. In the Choose Invoice Group list, select the invoice group to view information for.

    NOTE: If you or another Authorized Contact on your account have previously contacted ShoreTel Connect Support to set up multiple invoice groups for your account, you can select the invoice group to view. Otherwise, only one main invoice group is used for your account.

The following information is displayed for the selected invoice group:

Viewing Invoice Group Locations

You can view a list of the geographic locations assigned to each invoice group.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Invoices & Payments.
  3. Click the View Invoices tab.
  4. In the Choose Invoice Group list, select the invoice group to view.

    NOTE: If you or another Authorized Contact on your account have previously contacted ShoreTel Connect Support to set up multiple invoice groups for your account, you can select the invoice group to view. Otherwise, only one main invoice group is used for your account.

  5. In the invoice group information, next to Includes n Locations, click View.

    The Invoice Locations dialog box appears.

  6. Click OK to close the dialog box.

Viewing Invoices and Detailed Invoice Reports

If you are a Billing Contact or Decision Maker, you can view or download PDF versions of monthly invoices and detailed reports of billable services.

For more information, see the applicable ShoreTel Connect CLOUD Invoice Guide for your location.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Invoices & Payments.
  3. Click the View Invoices tab.
  4. In the Choose Invoice Group list, select the invoice group to view.

    NOTE: If you or another Authorized Contact on your account have previously contacted ShoreTel Connect Support to set up multiple invoice groups for your account, you can select the invoice group to view. Otherwise, only one main invoice group is used for your account

  5. In the Invoice column for the desired invoice, next to the invoice number, do one of the following:
    • Click PDF to view or download a PDF version of the invoice.
    • Click CSV to view or download a detailed report of billable services for the invoiced period.

    NOTE: It is possible for non-billable profile numbers to have associated outbound usage fees. When a direct outbound call is placed from a programming number, or when an inbound call to a programming number is transferred to an external phone number, usage fees may apply.

Making a Payment

You can make a payment by credit card or eCheck (ACH) from the Invoices & Payments page of the ShoreTel Connect Portal or you can make a payment by check or wire transfer. You can also set up recurring payments using a credit card or eCheck (ACH).
NOTE: UK invoices must be paid using wire transfer. Credit card, eCheck (ACH), and check payments are supported for US and Canada accounts only.

Making a Payment by Credit Card or eCheck (US and Canada Only)

NOTE: Credit card payments cannot exceed $2,000 per month; payments in excess of this amount must be paid using eCheck (ACH) or Check .

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Billing, click Invoices & Payments.
  3. Click the View Invoices tab.
  4. If more than one invoice group exists for your account, select the invoice group to view from the Choose Invoice Group list.

    If a balance is due for the selected invoice group, a drop-down list of the invoice dates and the balance due for each invoice is displayed on the right, above the transaction type list.

  5. In the list, select the invoice you want to pay or select All to pay all outstanding invoices for the selected invoice group.
  6. Click Pay Now.

    The Invoice Payment dialog box appears.

  7. To change the payment amount, type a new amount in the Amount field.
  8. Select one of the following:
    • Credit Card - to make a credit card payment.
    • Check - to make an eCheck (ACH) payment.
  9. Enter the required credit card or bank information.
  10. Under Billing Information, verify all information is accurate.
  11. Click OK.

Making a Payment by Check (US and Canada Only)

Follow the guidelines below to make a payment by check.

Making a Payment by Wire Transfer

Contact ShoreTel Support with bank information to initiate a wire transfer to pay your bill.

Setting Up Recurring Payments

You can set up recurring eCheck (ACH) payments for your ShoreTel account or, if your monthly invoices do not exceed $2000, you can set up recurring credit card payments for your ShoreTel account. Automated payments occur on the 3rd Monday of each month. If the 3rd Monday of the month is a holiday, the payment will occur on the following business day.

  1. To open the payment authorization form, right-click the following link and select the option to open in a new tab:

    ShoreTel Auto Payment Authorization Form

  2. Select the Yes, sign me up for monthly recurring payments! check box.
  3. Enter the following information in the Account & Contact Information section:
    • Account Name & Number - your ShoreTel account name and number; your account number is displayed in the top-center panel of the Account Details page and on your monthly invoices
    • Contact Name - the name of the Billing Contact or Decision Maker who pays the invoices for your account
    • Phone Number - the phone number of the Billing Contact or Decision Maker who pays the invoices for your account
  4. Select one of the following check boxes and enter information into all fields in the selected section:
    • Credit Card Information - to set up monthly recurring credit card payments for your ShoreTel account; to use this option, your monthly invoices must not exceed $2000
    • Bank Account Information - to set up monthly recurring eCheck (ACH) payments for your ShoreTel account
  5. Enter the following information in the authorization section at the bottom of the form:
    • Signature - your name
    • Date - the current date
    • Billing Address - the main billing address for your ShoreTel account
  6. Enter the following information in the signature section at the top of the form:
    • Signature - your name
    • Email - your email address
  7. Once all required information is entered into the form, click the blue Click to sign icon at the bottom of the form.

    NOTE: This icon appears just below the form only after all required information is entered into the form.

    A confirmation email is sent to the email address entered in the signature area at the top of the form.

  8. Open the confirmation email and click Confirm my email address to confirm receipt of the email and send the form to ShoreTel.

    NOTE: Your payment authorization form will not be sent to ShoreTel until you complete this step. If you do not see a confirmation email in your Inbox, check your Junk/Spam folder; if you find the confirmation email there, add echosign@echosign.com to the safe email address list in your email system settings.

Taxes, Fees, and Surcharges

For detailed information about the taxes, fees, and surcharges for your location, see one of the following:

Protecting Your Company Against Fraud

Toll or phone fraud occurs when an attacker gains access to your phone system and makes unauthorized long distance, often international, calls. According to the Communication Fraud Control Association, worldwide phone fraud caused by compromising phone systems costs consumers approximately $5 billion per year. ShoreTel customers are responsible for all toll charges on their account, even if these are the result of fraudulent activity outside of the customer's control. ShoreTel will not be liable for any damages whatsoever resulting from fraudulent or unauthorized use of your account, and the payment of all charges for these fraudulent calls is and remains your responsibility. For information on methods of preventing fraud, please see Fraud Prevention.

Related Articles

Viewing Invoice Group Information
Viewing Services Data
Viewing the Usage Log
Exporting Call Detail Records
Viewing Courtesy Usage Reports
Viewing Fax Usage Reports
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-05-15


Article: 000012077