Account generation

To generate a batch of accounts, click Account generator on the toolbar, fill in the details, and click Generate.

Select the type for accounts by switching between three options:

• Debit – the account has its own balance, and services are used only if funds are available.
• Credit – services are used first, and the charges are invoiced later.
• Voucher – an account used to “recharge” a credit or debit account. In this case, the balance of the voucher account is transferred to the main account. An account of this type cannot be used for services such as making calls.

The account role defines the intended use of the account, whether it is a phone line, a voucher, or a prepaid card.

PortaBilling suggests the most suitable account role, depending on the customer's business model. You can select another role from the list:

• Universal – you can use these accounts for any purpose. This account role is used with each business model.

• Phone line – intended for making and receiving calls.
• Prepaid card – intended for prepaid calling card services.
• Mobile – intended for mobile service provisioning.
• Voucher – intended for replenishing debit or credit accounts.

This option is only available for debit accounts and vouchers. Specify the initial amount of available funds on an account.

This option is available for credit accounts. Select one of the balance control types:

• Subordinate (default) – the accounts use the customer’s balance and credit limit.
• Individual credit limit – each account has its own balance and credit limit. When the balance reaches the limit, services are no longer available for the account. The customer’s balance also affects service availability.

This option appears if you select the Individual credit limit balance control type. Specify the credit limit for the generated accounts.

Select the main product for the generated accounts.

Select how many accounts to generate.

Keep the default Add a new batch option, or select an existing batch for the generated accounts.

Specify the name of the new batch that will be created for the generated accounts.

This option is only available for debit accounts and vouchers. Select this checkbox to create inactive accounts, so they cannot be used until they are manually activated. This helps prevent any misuse of services.

Specify when the generated accounts become usable:

• Immediately (default)
• At a specific date – the accounts become usable according to the customer’s billing time zone. For example, if your time zone is Sydney and you generate accounts for a customer in New York and set the activation date as today, the accounts will become usable only when that date begins in New York.

To define date after which account can no longer be used, set at least one parameter:

The date from which the generated accounts are unusable. Note that this date is in the customer’s billing time zone.

To set the expiration date, click Calendar or specify the date manually in the YYYY-MM-DD format in the Expiration date field. To change an already set expiration date, click Cancel and select a new date.

Instead of setting a static expiration date, you can configure the account expiration based on the number of days after its first usage. Specify the number of days the account remains active after its first usage or recharge.

Instead of setting a static expiration date, you can configure the account expiration based on the number of days after its last usage. Specify the number of days the account remains active after its last usage or recharge.

The next day after the defined period, the account record automatically expires (the status changes to “Expired)”. For instance, the account’s last usage is on March 1st. If you set “25” in the Availability period after last usage, days field, the account record expires the next day after the defined period, which is on March 27th.

• Random – each account is assigned a unique, randomly generated PIN.
• Sequential – account IDs are generated in sequence, starting from the number you specify in the Starting ID field. Each new account receives the next number in order.
• DID inventory – account IDs are assigned from the available phone numbers in your DID inventory. Each generated account receives one DID from the selected range. Select a Pricing batch, and optionally filter by Country and Area. If needed, specify the starting number in Assign DIDs sequentially starting with field.

Specify the account ID (PIN) length. This is the number of digits, including the ID prefix (e.g., 10).

Specify the digits that the generated account IDs should start with. Note that the ID prefix is included in the total ID length. For example, if you enter 12 as the prefix and set the ID length to 10, the generated account IDs (PINs) will follow this pattern: 12NNNNNNNN, where N = random digits.

Choose whether an account password should be generated (for example, for prepaid cards, the password can be used during authentication in addition to a PIN).

The Auto-generated (digits only) option allows the password to be entered via phone keys in the IVR.

Note that for credit accounts, the password is always auto-generated.

A customer site defines a group of accounts managed as a single entity. You can select a specific customer site so that the site parameters (e.g., number of simultaneous calls) will apply to the account.

You can assign a specific distributor to this group of accounts.

Select the checkbox to enable adding payment methods for the accounts.

• Auto-generated – the account owners will be able to use their account ID as the login to access the self-care web interface. A random password for web access is generated automatically for each account.
• Empty – the account owners will not be able to access the self-care web interface until the credentials are defined.

Select the access role assigned to the generated accounts.

Set the time zone in which to display the date and time values on the account self-care interface.

Choose a desired language for the account self-care interface.

Choose an output date and time format for the account self-care interface.

Choose an input date and time format for the account self-care interface.

Click + Product to assign one or more add-on products that can be used together with the selected main product.

For each add-on product, the following information is displayed:

• Click Edit to change the add-on product settings (e.g., set the finish date for when this add-on is active for the accounts).
• Click Delete to unassign the add-on from the accounts.

The name of the add-on product.

This shows the period during which the add-on product is active for the accounts.

On this tab, you can configure service settings for the generated accounts, such as dialing rules.

This tab shows a summary of the settings you defined (e.g., the number of accounts) so you can review them before generation.