Customer

On this panel you can change customer details. Note that some fields are read-only. To save the changes, click Save.

Status shows if this customer can use the service and to what extent. Depending on the status, a customer has full, restricted, or no access to the service.

The status icon shows the customer’s status. No icon means the customer is active and services are available.

Other statuses are:

• Closed – the customer has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.

•  Blocked – the customer has been blocked by the administrator; no call services are provided until the administrator removes the block.

  Blocked customers have no access to self-care pages. For blocked customers, charges for service usage are not applicable; however, subscription fees and fees for assigned DID numbers will still apply.

•  Suspended – services for this customer are suspended because of an overdue invoice. Once payment is received (either online or periodical payment, or a cash/check payment entered manually) in an amount that covers the overdue invoice, the suspension is automatically lifted.

  The customer can become suspended if their funds are insufficient to cover subscription charges. You regulate this option in the customer class settings.

  You cannot undo a customer’s suspension manually. However, you can delay the suspension for several days to attend to customer needs (e.g., allow the customer to use the service over the weekend although their overdue invoice must be paid in full early Monday morning, without exception). Set the date you lift the customer's suspension in the Lift the suspension until field. If the customer pays their invoice or the period of the delayed suspension is over, PortaBilling removes the date specified in the Lift the suspension until field from the database.

•  Service limited – this indicates that this customer receives a limited amount/volume of services (e.g., lower Internet speed) due to an overdue invoice(s). The customer can still dial emergency numbers and receive incoming calls, though regular recurring charges apply. Once payment is received (via online payment, periodical payment, or an administrator inputs/sends a cash/check payment manually), the limitation is automatically lifted. The administrator can lift service limitation temporarily in the Change Status window (turn off the Service limited toggle switch and set a date in the Lift the service limitation until field).

• Service limitation delayed – this shows that the customer service limitation has been administratively delayed. It means the customer can use their services on a full scale until a specific date, set in the Change Status window. If the overdue invoice is still unpaid on the due date, the Service limitation delayed status will change back to Service limited (e.g., the Internet speed will become slower again). The administrator can change the date and thus postpone the service limitation as many times as needed. Once payment is received (via online payment, periodical payment, or an administrator inputs payment manually), the status will automatically change to Active.

•  Provisionally terminated – a customer can become provisionally terminated after the grace period for paying overdue invoices expires. When provisionally terminated, all of a customer's services stop, although their data remains in the database to issue an invoice for the last billing period before the day of termination. You can reactivate the customer's services if the customer changes their mind later on. The default period for reactivation is 30 days. You can change this in the customer class. If not reactivated, a customer’s status automatically changes to Closed.

•  Credit exceeded – this status is only for postpaid customers. It means that the customer's current balance is higher than the credit limit value. The customer can't use paid services though complimentary services (e.g., calls to toll-free numbers) remain available.

• No available funds – this status is only for prepaid customers. When a customer’s funds reach a zero value, services are no longer available. When the customer makes a payment and available funds increase, all services are again available.

•  Suspension lifted – a customer receives this status after you delay their suspension manually. Services are temporarily available until the date you specify in the Lift the suspension until field.

• Payment frozen – a customer's auto-payment has been suspended due to repeated errors (e.g., credit card cancellation).

•  Spending limit reached – the customer receives this status when their daily expenses reach the defined limit. The spending limit is renewed at 00:00:00 each day. Once the limit is renewed, the Spending limit reached status is lifted from the customer.

•  Exported – this customer has been ported to another installation in Dual Version PortaSwitch. A customer with this exported status is not operational here. Their data is kept for audit purposes.

• Export in progress (billing paused) – this customer is currently in the process of migration to the target system with Dual Version PortaSwitch. The billing processes for this customer are paused: PortaBilling can’t close the billing period, calculate taxes, and generate invoices. Subscription charges won’t apply. The administrator can’t void, recalculate and re-issue invoices. However, they can change the customer information such as contact details, credit limit, payment method, etc. The customer can use their services and access the self-care interface (as it was on the source system before the migration). Once the migration is finished, the status is automatically changed to the customer’s pre-migration status, e.g., Active or Suspended.

A customer's status can change automatically when triggered by specific events, such as exceeding the credit limit.

You can also assign some statuses manually. To change a status, click Change status. The Customer change status window opens where you can:

• View the current status.
• Change the status to blocked, provisionally terminated and/or permanently terminated.
  When you change the customer status to “Provisionally terminated”, the date of the permanent termination is calculated automatically based on the value in the Permanently terminate customers after the provisional termination option (by default, 30 days). You can manually set an earlier date for permanent termination.
• Remove customer's personal data from the system completely. Thus you comply with the GDPR requirements for personal data processing. Schedule personal data removal to happen immediately upon customer termination or after the specified storage period (e.g., to keep personal data until the limitation period expires.)
• Restore the customer from being blocked, provisionally terminated or exported.
• Lift the suspension until the defined date.
• Initiate invoice generation.
• View a list of scheduled changes.

Click Change when you are done.

A customer's status can change automatically.

This is the business model chosen for the customer. It defines which type of service the customer uses (for example, hosted IP PBX, Internet access, etc.).

You aren't allowed to change the business model for saved customers.

This is the customer class chosen 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 another for business customers, plus define the relevant parameters for each class. After that, you only need to assign the required customer class to all customers of a given category to ensure that all of them have the same parameters (such as grace period, invoice template, taxation, notification list, etc.).

To change a customer class, select a new one from the list. Note that all current settings and the custom data will be lost.

Click Show  to open the customer class details. Note that your changes to the customer class apply to all customers in this customer class.

This is the customer's balance model. It is either prepaid – a customer pays for services in advance or postpaid – a customer pays at the end of the billing period.

You aren't allowed to change the customer's balance model for saved customers.

This is the currency that a customer is charged in.

You aren't allowed to change the currency for saved customers.

This is the customer's current balance (only for postpaid customers).

To adjust the customer's balance, click Balance adjustment  and follow the steps in the Balance adjustment wizard that opens.

This is the amount of customer's available funds (only for prepaid customers).

This is the credit limit set for the customer (only for postpaid customers). When the customer's balance reaches that credit limit, this customer is no longer allowed to use the services. Mandatory custom field(s) with the additional information about the customer.

The Accounts section leads you to a group of panels where you can manage this customer's accounts.

The Personal section provides access to a group of panels that allows you to define a customer's personal information, configure customer sites, create pricing batches for DID numbers, and create customer accounts.

On the General info panel you can define such personal information about the customer as name, email address and contact (the person to contact instead of or in addition to the customer).

By default, PortaBilling automatically adds the customer's first name to the Contact field.

The links below lead you to the panels where you define the customer's address, web self-care credentials, sales agents, DID pricing batch and other information.

On the Batches panel you can filter for customer's batches and add new ones.

The Finances section provides access to a group of panels that allows you to check the customer current balance, monitor the customer charge attempts, view the customer xDRs, and get information about the customer service wallets.

On the General info panel you can define such personal information about the customer as name, email address and contact (the person to contact instead of or in addition to the customer).

Here you can filter your customer's payment transactions and browse their transaction history.

On the Invoices and taxation panel you can define which invoice template to use and how to enumerate the invoices, how to tax the customer for provided services, and whether to send statistics and invoices by email.

The DIDs section provides full information about the DID numbers assigned to this customer.

On the Services panel you can define the configuration settings for services provided to this customer.

On the Fraud protection panel you can choose which fraud protection tools to use for this customer.

On the Audit log panel you can track and browse changes made to this customer record.