Create subcustomer

A customer is the client (an individual or a company) to whom your reseller provides services. To create a new customer, fill in the customer details and click Save.

Type a unique name for the customer.

Choose a business model for the customer. A business model defines which type of service is to be provided to the customer (for example, hosted IP PBX, Internet access, etc.).

Choose a customer class for the customer. A customer class defines a set of parameters shared among a certain category of customers. For example, you can create two separate classes – one for retail customers and the other for business customers, plus define relevant parameters for each class. After that, you only need to assign the required customer class to all the customers of a given category to ensure that they all have the same parameters (e.g., grace period, invoice template, taxation, notification list, etc.).

Choose a billing period for the customer. A billing period defines this customer's invoice frequency.

• Daily – covers a 24-hour period.
• Weekly – covers a 7-day period (Monday through Sunday).
• Semimonthly – covers the period from the 1st to the 15th or from the 16th to the last day of the month.
• Monthly – covers the period from the 1st of the month to the last day of that month.
• Monthly (anniversary) – covers the period from the Nth day of the month to the day before the Nth day of the following month. N is the day of the month when the customer was created.

  If a customer was created on March 19th, his invoices will always cover the period from the 19th of the current month to the 18th of the following month.

  To avoid complications for customers who were created on the 29th, 30th or 31st day of the month, their first billing period will cover the time until the 28th day of the following month, and thereafter will always cover the period from the 28th until the 28th.

• 30 days – covers exactly 30 days.

  If a customer was created on March 20th, his first invoice will cover the period from March 20th to April 18th, since March has 31 days, and the second invoice will cover the period from April 19th to May 18th, etc.

Choose a billing period timezone to close a customer’s billing period and generate an invoice.

Choose customer’s balance model: either prepaid (a customer who pays for services in advance) or postpaid.

Choose a currency to charge the customer in.

Set up a credit limit for the customer (only for postpaid customers). To prevent misuse of services and fraud traffic, it is highly recommended that you set up a credit limit for postpaid customers. When the customer’s balance reaches that credit limit, this customer is no longer allowed to use the services.

An initial customer payment (only for prepaid customers). For customers who have a prepaid balance model, they pay for services first and then can use them (e.g., customers are not be able to make outgoing calls or surf the Internet without topping-up their balance first).

The balance for prepaid customers is shown as a positive value and indicates what quantity of services can be used with the funds currently available.

Additional fields appear here if you have assigned a mandatory custom field via a customer class. Here you enter a customer’s additional information to the system (e.g., driver’s license ID or tax code, etc.).