Add subcustomer

To add a subcustomer, go to the Subcustomers page, click + Subcustomer, and fill in the details.

To save the subcustomer, click Save. To save and continue editing the subcustomer details, click Save & Edit. To create more subcustomers, click Save & Add a copy.

On this tab, you can set the main subcustomer details.

Select the subcustomer’s balance model: either prepaid (a subcustomer who pays for services in advance) or postpaid.

Enter a unique name for the reseller’s subcustomer.

Select a currency to charge the subcustomer.

The subcustomer’s balance shows how much money they owe the reseller. A credit limit prevents the subcustomer from activating too many accounts or recording payments without submitting the money to the reseller first. When a balance reaches its credit limit, a subcustomer is no longer allowed to activate/create accounts or enter payments until a payment is made. A credit limit is only for postpaid subcustomers.

This is an initial subcustomer payment (only for prepaid subcustomers). Subcustomers who have a prepaid balance model first pay for the services and then use them (e.g., subcustomers will not be able to make outgoing calls or surf the Internet without topping up the balance first).

The balance for prepaid subcustomers is shown as a positive value and indicates how much of the services can be used with the funds currently available.

Select a business model for the subcustomer. A business model defines what type of service is provided to the subcustomer.

Select a customer class for the subcustomer. A customer class defines a set of parameters shared among a certain category of subcustomers.

Select a billing period for the subcustomer. A billing period defines the frequency of invoicing for this subcustomer.

• Daily – covers 24 hours.
• Weekly – covers 7 days (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 N-th day of the month to the day before the N-th day of the following month. N is the day of the month when the subcustomer was created. If a subcustomer is created on March 19th, their invoices will always cover the period from the 19th of the current month to the 18th of the following month. To avoid complications for reseller’s subcustomers who were created on the 29th, 30th, or 31st day of the month, their first billing period covers the time until the 28th day of the following month, and thereafter always covers the period from the 28th until the 28th.
• 30 days – covers exactly 30 days. If a subcustomer is created on March 20th, their first invoice will cover the period from March 20th to April 18th, the second invoice will cover the period from April 19th to May 18th, and so on.

Select a time zone in which to close the subcustomer’s billing period and generate invoices.

Choose a distributor for this subcustomer. Distributors earn one-time commissions by selling a reseller's packages or collecting top-up payments from end users. Click Show to open the distributor page.

Choose a representative for this subcustomer. Representatives work on behalf of the company, selling services for a commission. Once you assign a representative, they begin receiving commissions according to their defined commission plan.

Click Show to open the representative page.

On this tab, you can specify subcustomer contact information, address, and fill in custom fields (if any).

Specify the subcustomer’s contact details, including salutation, first, middle, and last name, email address, and BCC email address.

Use the BCC (blind carbon copy) field, for example, to send copies of all subcustomer emails to your financial team without revealing this information to the subcustomer. You can enter one or more email addresses separated by commas.

You can also specify a contact person to be reached instead of, or in addition to, the subcustomer. By default, PortaBilling automatically adds the subcustomer’s first name to the Contact field.

Specify the subcustomer address: street address, city, country, postal code, phone number, etc.

In Alt. phone field, specify the phone number to send SMS notifications. In Alt. contact specify another person to contact if the subcustomer or their primary contact is unreachable.

Use custom fields to store additional information about a subcustomer (for example, the subcustomer’s bonus). These are custom fields enabled through the customer class. These fields are divided into those visible to end users and those that are hidden.

On this tab, you can assign a subscription to the subcustomer and view the list of subscriptions assigned directly to this subcustomer. To add a subscription, click + Subscriptions and fill in the information in the Add subscription configuration dialog:

• Name – select the subscription from the dropdown list.
• Name for end users – type a clear subscription name that end users will see on their self-care interface.
• Start date – choose a desired subscription activation date (by default, the current date is set). Click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-09-07).
• Finish date – choose a subscription closing date (the finish date is not set by default). Click Calendar and set the date, or type it in the “yyyy-mm-dd” format (2022-09-10).
• Charging period – select the charging period if multi-month prepaid plans are configured for the subscription charged in advance, e.g., 6 months.
• Periodic fee adjustment – you can choose whether to apply the default subcustomer discount (if it’s set for the subcustomer), a specific discount/upcharge, or not adjust the periodic fee at all. The default option is Default customer discount. You can choose one of the following options:
  • No adjustment – the standard subscription fee will be applied (even if the default customer discount is set for the customer).
  • Default customer discount – a discount defined in the Set default discount dialog will be applied to the subscription fee, e.g., 10%. Note that a 100% discount means “free service”.
  • Discount – select this option if you want to set a specific discount for this subscription. Specify the fixed discount amount or discount rate in the corresponding field, e.g., “Discount 15%”. A 100% discount means “free service”. Also, specify the period during which the discount will be active using one of the following methods:
    • For specific periods, specify the start and end dates for each period (e.g., from February 18 to May 18). The last period can be without an end date.
    • For a set number of billing periods, specify the period (e.g., 6 months).
  • Upcharge – select this option if you want to apply an upcharge that increases the standard subscription fee. Specify a fixed amount or an upcharge rate in the corresponding field, e.g., “Upcharge 8 USD”. Also, specify the period during which the upcharge will be active using one of the following methods:
    • For specific periods, specify the start and end dates for each period (e.g., from February 18 to May 18). The last period can be without an end date.
    • For a set number of billing periods, specify the period (e.g., 6 months).

On this tab, you can assign an individual bundle that will be shared between all the accounts of this subcustomer. For this, select a bundle in the dropdown list.  Click Show next to a bundle or code group set to open its page and view the details.

On this tab, you can add another main or add-on product to the agreement. For this, click + Item and define the number of accounts that can use the product.

On this tab, you can set up the subcustomer’s self-care access – define their login credentials, language, time zone, and date formats, assign available self-care roles, and create individual logins with role-based permissions for the subcustomer’s employees.