Page History

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Screenshot: Clients section

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Column Name	Description
ID	Client's identification number
Name	Client's name
Balance	Client's balance values
	Available	'Live' client's balance including allowed credit
	Live	Client's balance calculated on a basis of performed payments and processed calls
	Fixed	Client's balance calculated on a basis of the outstanding invoices and performed payments
Pay Terms	Payment terms of each client
Tags	List of tags, applied to a client
Reseller	Name of the reseller's company respective client belongs to

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Button/Icon	Description
	Allows adding a new client to the system
	Allows exporting a list of user's clients in a .csv file
	Allows management of last invoice date of a client
Image RemovedImage Added	Identifies the Orig client
Image RemovedImage Added	Identifies the Term client
Image RemovedImage Added	Identifies the Orig/Term client
	Allows accessing the list of client's accounts in the Accounts section (icon will be colored if any account is assigned)
	Allows accessing client's current routing plan (icon will be colored if a plan is assigned)
	Allows accessing the Traffic Processing section for dynamic routing management
	Allows viewing client's rates (icon will be colored if a rate table is assigned)
	ORIG	Rate tables for origination calls
	TERM	Rate tables for termination calls
	Allows accessing the Client Packages section for new clients packages management
	Allows accessing the Transactions section for management of client's balance
	Allows accessing the Invoices section for client's invoices management.
	Allows accessing the Balance Report section to manage client's balance report (Live or Fixed)
	Allows accessing the Summary Report section to manage client's summary report
	Allows accessing the Mail Queue section to view sent emails history
	Allows accessing the Audit Log section to view change history
	Allows deleting a client from the system

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Screenshot: Mass edit functionality

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Clients Templates

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