Subcustomers

This panel displays a list of reseller’s customers that matches your search query.

To add a new subcustomer, click +Subcustomer and fill in the required details.

To edit subcustomer information, click the subcustomer’s name in the list. This option is only available if a subcustomer has no accounts.

To delete a subcustomer, select a checkbox to the left of a specific subcustomer name and click Delete in the bottom-right corner.

This panel helps you find a specific subcustomer. Specify one or more of the search criteria listed below and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop . Click More to view all available search criteria. To reset the search criteria, click Default filters .

To refresh the search results, click Search.

PortaBilling automatically loads the list of records once you open the page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Page search settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the list of records won’t load until you click Search. If the search result contains a single record, you can open it automatically by choosing the If the manual search produces a single result, automatically open it option.

Filter subcustomers by name and other fields, e.g., billing address, login, phone, etc. By default, the quick search is performed only by name.

To configure how the search is performed, click Quick search options next to the Quick search field. To include or exclude the search criteria, select/clear the checkbox.

Choose how Quick search compares the reseller name or other criteria:

• Contains – contains your input (anywhere in the value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Once the Quick search options are selected, the changes are automatically saved and applied to the next searches.

Filter subcustomers by customer class:.

• Select Any to search among subcustomers with any customer class assigned.
• Select a specific customer class to display subcustomers with this customer class assigned.

To obtain more precise results, click More to open advanced search criteria.

To change the matching mode for a specific field, click Matching mode and select the needed option to filter subcustomer records by the subcustomer data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Filter subcustomers by status.

Search subcustomers by the custom data you specified for them in custom fields.

To change the matching mode for this field, click Matching mode and select the needed option to filter subcustomer’s records by subcustomer’s data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Each entry in the subcustomer list consists of:

This icon shows the subcustomer status. Active subcustomers do not have a status icon.

• Closed – the subcustomer has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.
•  Blocked – the subcustomer has been blocked by the administrator; no call services are provided until an administrator removes the block. Blocked subcustomers have no access to their portals. For blocked subcustomers, charges for service usage are not applicable; however, subscription fees and fees for assigned DID numbers will still apply.
•  Reseller blocked – the reseller’s subcustomer is blocked because the reseller has been blocked by the administrator (this status is inherited from the reseller). No call services are provided until the administrator removes the block from the reseller. Subscription fees still apply.
•  Suspended – services for this subcustomer are suspended because of an overdue invoice. Once payment is received (either an online or periodical payment, or you manually enter a cash/check payment) that covers the overdue invoice, the suspension is automatically lifted. A subcustomer 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 subcustomer’s suspension manually. However, you can delay the suspension for several days so they can attend to their needs (e.g., allow the customer to use the service over a weekend, although the overdue invoice must be paid in full early Monday morning, without exception). Set which date you lift the customer’s suspension in the Lift the suspension until field. If the subcustomer pays their invoice or the period of delayed suspension is over, PortaBilling removes the date specified in the Lift the suspension until field from the database.
• Reseller suspended – services for the reseller’s subcustomer have been suspended because of a reseller’s overdue invoice (this status is inherited from the reseller). Once payment that covers the overdue invoice is received from the reseller, the suspension is automatically lifted.
• Provisionally terminated – a subcustomer can become provisionally terminated after the grace period to pay overdue invoices expires. When provisionally terminated, all of a subcustomer'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 subcustomer’s services if the subcustomer changes their mind later on. The default period for reactivation is 30 days. You can change it in the customer class. If not reactivated, the subcustomer's status automatically changes to Closed.
• Reseller provisionally termanitated – the reseller’s subcustomer and their services are terminated since the reseller is provisionally terminated. If the administrator reactivates the reseller’s record, the subcustomers’ services are reactivated as well.
• Credit exceeded – this status is only for postpaid subcustomers. It means that the subcustomer’s current balance is higher than the credit limit value. The subcustomer can't use paid services, though free of charge services (e.g., calls to toll-free numbers) remain available.
• No available funds – this status is only for prepaid subcustomers. When a subcustomer's funds reach a zero value, services are no longer available. When the subcustomer makes a payment and available funds increase, all services are again available.
•  Suspension lifted – a subcustomer receives this status after you delay their suspension manually. Services are temporarily available until the date you specified in the Lift the suspension until field.
•  Payment frozen – a subcustomer’s auto-payment is suspended due to repeated errors (e.g., credit card cancellation).
• Spending limit reached – a subcustomer receives this status when their daily expenses reach the defined limit. The spending limit renews at 00:00:00 each day, so once the limit renews, the Spending limit reached status is lifted from the subcustomer.
• Exported – this subcustomer has been ported to another installation in Dual Version PortaSwitch. A subcustomer with this exported status is not operational here; however, their data is kept for backup.

This is the subcustomer name, which is also a link that redirects you to the edit subcustomer panel.

The subcustomer’s balance model: either prepaid (subcustomer pays for services in advance) or postpaid.

The xDRs are data records that include billing information related to services rendered to the subcustomers. Click xDR to see the xDR history for a specific subcustomer.

Click Open to see the accounts that belong to a specific subcustomer.

The currency in which the subcustomer is charged.

The subcustomer’s current balance. Only for postpaid subcustomers.

The credit limit is set for the subcustomer (only for postpaid subcustomers). When the subcustomer's balance reaches that credit limit, they are no longer allowed to use the services.

The amount of the subcustomer’s available funds. Only for prepaid subcustomers.

You can manually assign statuses such as blocked, provisionally terminated, and permanently terminated. Open the subcustomer profile and click Change status on the toolbar.

• Change table settings   – click Settings in the title bar to customize columns, change row style, or reset table settings.
• Re-order the columns   – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Subcustomer list panel displays customers in alphabetical order. You can re-sort them in reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the bottom-right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.