Distributor

View and change the distributor details here. To save the changes, click Save.

The status icon shows whether a distributor can operate in PortaBilling and to what extent. Active distributors don’t have a status icon.

Other statuses are:

• Permanently terminated – the distributor has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.
• Blocked – the distributor has been blocked by the administrator; no operations are available until the administrator removes the block. Blocked distributors are not subject to maintenance charges, but subscription fees still apply. Blocked distributors have no access to self-care pages.
• Suspended – this distributor cannot activate accounts or record payments 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.
•  Provisionally terminated – a distributor can become provisionally terminated once the grace period for paying overdue invoices expires. When provisionally terminated, all of a distributor’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 distributor’s record if the distributor 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 distributor’s status automatically changes to Closed.
• Credit exceeded – this status means that the distributor’s current balance is higher than the credit limit value. The distributor must submit the payment to continue their operations in PortaBilling.
• Suspension lifted – a distributor receives this status after you manually delay their suspension. Services are temporarily available until the date you specify in the Lift the suspension until field.
• Payment frozen – a distributor’s auto-payment has been suspended due to repeated errors (e.g., credit card cancellation).
• Exported – this distributor has been ported to another installation in Dual Version PortaSwitch. A distributor with this exported status is not operational here. Their data is kept for backup.

A status change is triggered by specific events, e.g., a distributor has exceeded the credit limit.

You can also assign some statuses manually. To change a status, click Change status in the toolbar. The Distributor 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 ditributor 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 a distributor’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 distributor termination or after the specified storage period (e.g., to keep personal data until the limitation period expires).
• Restore the distributor 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 to confirm the action.

The distributor’s name.

Click Sign in to sign in to the distributor portal on behalf of the distributor.

The balance shows how much money a distributor owes you. When a distributor activates an account or records a payment, their balance increases for the account’s balance/payment amount minus their commission

To adjust the distributor’s balance, click Balance adjustment and follow the steps in the Balance adjustment dialog that opens.

Hover over Info to see the distributor’s current credit limit.

This is the total unpaid amount of distributor invoices that are past their due date.

This is the customer class chosen for the distributor.

A customer class defines a set of parameters (such as grace period, invoice template, taxation, notification list, etc.) that’s shared among a certain category of distributors.

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 distributors in this customer class.

Click General info to view or edit the personal information about this distributor: contact information, commissions, access to the distributor portal, their life cycle, etc.

Click xDRs to open the distributor’s recent xDRs or archived xDRs.

Click Subscriptions to manage the distributor’s subscriptions, assign more subscriptions to the distributor, and set the default discount.

Click Finances to check the distributor’s balance, invoices, payment history, etc.