Docs for all releases
This tab represents a complete summary for the Client with general and billing data, accounting and product information, accounts, assigned DIDs, and active traffic processing rules. Each section of the Overview provides the ability to manage the Client entity without leaving the viewform. For example, you can generate a new Invoice, Transaction, or assign a Subscription. Also, each tab section is cross-linked with the respective filtered section of the billing system.
Screenshot: Overview tab
Section | Field | Description |
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General Info | Name | Name of the Client |
Owner | Name of the Reseller who owns a Client (clickable, prompts to its parameters) | |
Legal Entity | Legal Entity associated with Client (clickable, prompts to its parameters) | |
Timezone | Client's timezone | |
Client's Template | Name of the Client's Template if assigned (clickable, prompts to its parameters) | |
Origination | Rate Tables | Displays the origination side Rate Table(s) assigned to the Client (clickable, prompts to the respective Rates). If you hover your mouse over the name of the Rate Table, the system will show its Service and Tag. |
Routing Plan | Displays the Routing Plan assigned to the Client (clickable, prompts to its parameters) | |
Portal Login | Displays Client Portal login of the Client (if applicable) | |
If you click on the button, you will be prompted to the Rate Notification section. there, you can select an Account and force notify a Client of their rates' changes. Screenshot: Rate Notification section | ||
Invoicing | There will be a corresponding indication if the Automatic Invoicing is on or off. | |
Terms | Displays the Payment Terms assigned to the Client (clickable, prompts to its parameters) | |
Last Invoiced | Shows the date of the last Invoice of the Client | |
Template | Displays the Invoice Template assigned to the Client (clickable, prompts to its settings) | |
Auto Payment | There will be a corresponding indication if the Auto Payment is on or off. | |
Extra Amount | Indicates the extra amount to be paid | |
Payment via | Indicates the payment method of the Client | |
Termination | Rate Tables | Displays the termination side Rate Table(s) assigned to the Client (clickable, prompts to the respective Rates). If you hover your mouse over the name of the Rate Table, the system will show its Service and Tag. |
Last Note | Displays the latest Note for the Client, by whom it was created, and when. Functional buttons:
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Balances | Displays three types of Balances of the Client as of the current date:
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Last Payments | Displays the latest Payments associated with the Client, their dates, descriptions, and amounts. Functional buttons:
Indicators:
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Last Invoices | Displays the latest Invoices associated with the Client, their dates, periods, how many days are left till the due date, and amounts. Functional buttons:
Indicators:
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Active Subscriptions | Displays the active Subscriptions associated with the Client, their periods, and fees. Functional buttons:
Indicators:
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Accounts | Displays the Accounts associated with the Client, their origin, and identification methods. Functional buttons:
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DIDs | Displays the Accounts associated with the Client, their origin, and identification methods. Functional buttons:
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Traffic Rules | Displays the Traffic Processing rules associated with the Client, their origin, and details. Functional buttons:
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