General info

On the General info panel you can configure the general settings for the customers of this customer class, such as the billing period closure mode, periodic xDR export and status change options.

Select how PortaBilling closes customers' billing periods:

• Automatically – this means PortaBilling automatically closes a billing period at the end of the billing cycle and immediately generates the customer’s invoice;
• Upon administrator's approval – this instructs PortaBilling to close the customer's billing period only after an administrator's approval. During the time pending for the approval, customer balance adjustments can be made (e.g., upon xDR import or manually). PortaBilling includes these adjustments in the still-open billing period and they appear on the customer’s current invoice.

Select the rounding method that will be applied to:

• invoice amounts, and
• charged amounts for subscriptions, bundle promotions, measured services, and DID charges in an individual xDR.

You can select one of the following rounding methods:

• Away from zero – this rounding method is selected by default. It works similar to rounding up but differs when rounding negative values. Positive and negative values round symmetrically. For example, if the rounding precision is set to two decimals, then:
  • 1.214, 1.215 and 1.216 all round up to 1.22.
  • - 1.214, - 1.215 and - 1.216 all round to - 1.22.
• Half away from zero – this rounding method works similar to arithmetic rounding but differs when rounding negative values. Positive and negative values round symmetrically. For example, if the rounding precision is set to two decimals, then:
  • 1.214 rounds to 1.21, 1.215 and 1.216 all round to 1.22.
  • - 1.214 rounds to - 1.21, - 1.215 and - 1.216 all round to - 1.22.
• Special rounding (malaysian) – formerly known as custom rounding. This type of rounding depends on the last decimal at precision point. For example, if the rounding precision is set to two decimals, then:
  • If the last decimal at precision point is [0...2], it is set to zero. For example, 1.204, 1.215 and 1.226 all round to 1.20.
  • If the last decimal at precision point is [3...7], it is set to 5. For example, 1.234, 1.255 and 1.276 all round to 1.25.
  • If the last decimal at precision point is [8...9], it is set to 0 and the previous decimal increases by 1. For example, 1.284, 1.296 all round to 1.30.

Manage xDR export for customers in this customer class.

Turn on the toggle to export xDRs to a .csv file for customers in this customer class.

Specify whether customers receive the files via email:

• Do not send – customers don't receive .csv files via email;
• Summary only – customers only receive xDR summary;
• All xDRs – customers receive the .csv files with all xDRs.

Define which conditions change a customer's status.

Instruct PortaBilling to change the status of customers and/or their debit accounts when their funds are insufficient to cover subscription charges.

If customer balance or available funds are insufficient for subscriptions assigned to them directly, you can:

• Enable the toggle to automatically suspend customer services. When suspended, customers no longer receive the service and therefore no subscription charges are generated. As soon as a customer's funds are sufficient, PortaBilling resumes their service and generates new charges.

• Disabled toggle instructs PortaBilling to charge the subscription’s full amount regardless of the current balance status. The customer's balance may exceed the credit limit or the amount of available funds (in this case the negative value of available funds appears).

Control service availability for debit accounts when their balance is insufficient to cover charges for subscriptions assigned to them directly.

You can choose to charge end users only for the days when they use the service. The Waive the charges for the days when no service was provided option within the subscription configuration controls that. In this case, PortaBilling first applies charges for the whole billing period and then issues a refund for the period during which the service was suspended. Thus, PortaBilling produces two xDRs for the end user: one xDR is for the whole subscription charge and another one is for the refund amount.

• Turn on the toggle switch to automatically block an account. A blocked account has no access to services until it has sufficient funds to cover subscription charges. Once the administrator makes a payment or the customer tops up an account, PortaBilling automatically unblocks the debit account, resumes the service and assesses subscription charges.

  Note that the administrator must not unblock the account manually. Otherwise, the subscription charges won’t apply even after sufficient funds appear.

• Turn off the toggle switch to instruct PortaBilling to charge the subscription’s full amount regardless of the current balance status. The account may go into overdraft (in this case the negative value of available funds appears).

  

When a customer doesn't pay their invoice during the grace period you specify, PortaBilling terminates this customer. You can provisionally terminate a customer initially, so that they have no access to the service; however, you can still reactivate them manually. To permanently terminate a customer after a provisional termination, turn this toggle on. Terminated customers have no access to the service, the self-care portal and all other activities (e.g., subscription fees) are denied.

Specify the grace period for the customer to pay an overdue invoice before PortaBilling permanently terminates their record. The minimum value is 1.

Allow customers in this customer class to transfer available funds to each other. Only users of debit accounts or credit accounts with individual credit limits can transfer funds to each other.

Provide a description for this operation.