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Screenshot: Adding a new client
Information block | Fields & Description | ||||||||||||||||
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General Settings | General information about the client | ||||||||||||||||
| Indicate a client's name | ||||||||||||||||
| Select a reseller new client belongs to (this name will be used in invoices) | ||||||||||||||||
| Define preferred currency (will be used in invoices) | ||||||||||||||||
| Choose the timezone from the drop-down list of all available. This timezone will be used in invoices by default. UTC is a default parameter for a timezone
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| Select a respective status for the client:
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| Here you can apply the required template from the list to a new customer | ||||||||||||||||
| You can indicate tag(s) here that will be applied to a new customer. The tag doesn't need to be pre-existent in the system. You can provide an unlimited number of tags for each client. | ||||||||||||||||
| You can specify a tax profile, which will be reflected in invoices. In order to select a tax profile in this field, the tax profile should be created first in the section Configuration>Taxes profiles. Check out the Taxes Profiles article for more information. There can be 3 types of the tax profiles used:
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| Select how the system should bill events of a new client – by setup time, by connect time or by disconnect time (most switch models use disconnect time) | ||||||||||||||||
| When checked, allows you to hide some part of the client's destination numbers in invoices, xDRs reports and during export.
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Client Panel checkbox | Activates/deactivates the login procedure to the client's control panel for this client. Customer can get access to this control panel by using the following link: http://vcs_address/clients/, after filling in the following fields: | ||||||||||||||||
| Client's login | ||||||||||||||||
| Client's password | ||||||||||||||||
Originator Settings | Settings for your customers, who send events to your switch. Clients' originator settings are as follows: | ||||||||||||||||
| Here you can set the unlimited credit for a client if you enable the checkbox. It is disabled by default. | ||||||||||||||||
| The additional field next to the Unlimited checkbox. Here you can set the credit limit allowed for a client. You could fill this field with any of the positive or negative numbers, but no more than 9 digits. If the Unlimitedcheckbox is marked, this field becomes inactive. | ||||||||||||||||
| Select the payment terms template from the general list of all available ones in the Payment Terms section | ||||||||||||||||
| From the list of all rate tables in the Rate Tables section, select an origination one for this client | ||||||||||||||||
| Select an appropriate routing plan that will be used to route all calls of this customer (but it may be overridden for any of the customer's accounts in the Accounts tab). The full list of routing plans is presented in the Routing Plans section | ||||||||||||||||
| Indicate the origination capacity of channels for this client. For unlimited amount, leave empty | ||||||||||||||||
Terminator Settings | Settings for your vendors, whom you send events from your switch. Clients' termination settings are as follows: | ||||||||||||||||
| From the list of all rate tables, select a termination one for this client | ||||||||||||||||
| Define the credit limit you have on the vendor's side. It will be applied to vendors during the routing check to remove them from the routing result if vendor balance + credit limit hits the entered threshold. | ||||||||||||||||
| Define the termination capacity of channels for this client. For unlimited amount, leave empty | ||||||||||||||||
Low Balance Notifications | Here you can set up whether the system should send low balance notifications or not when the client's Available balance is lower than a set threshold | ||||||||||||||||
| When clients' balance+credit is below the entered value, the system will send a notification to email, specified in the clients' Billing Email field | ||||||||||||||||
| When clients' balance+credit is below the entered value, the system will send a notification to an administrator via Events Log | ||||||||||||||||
| Available balance threshold, below which the special capacity setting will be applied | ||||||||||||||||
| Origination capacity limit that will be applied when the available balance is below the threshold | ||||||||||||||||
Autoinvoicing checkbox | Activates/deactivates the automatic invoice generation feature for the current client. Information block parameters are: | ||||||||||||||||
| Select an invoice template for this customer | ||||||||||||||||
| Specify the last date when the client was invoiced | ||||||||||||||||
Rate Notification checkbox | Here you can enable or disable automatic rates notifications for the current client | ||||||||||||||||
| Select the desirable format of rate notification (.xlsx or .csv) | ||||||||||||||||
| Specify a type of notification:
| Auto Payment checkbox | Activates/deactivates the automatic charge from customer's credit card registered in the Authorize.net electronic payment service. Please note that you can register a credit card via the Refill balance section on the Client Panel
| Extra Amount | |||||||||||||
Define a payment amount | Company Info | Some additional information about a client can be entered here | |||||||||||||||
| Company name | ||||||||||||||||
| Company email for general inquiries. Use only Latin characters. | ||||||||||||||||
| Company email for technical related questions. Use only Latin characters. | ||||||||||||||||
| This tool watches over different parameters and generates alerts if some conditions are met. This function is optional, i.e. you can enable or disable them in the Clients form | ||||||||||||||||
| Automatically generated invoices and notifications will be sent to this email address. Use only Latin characters. | ||||||||||||||||
| Company email for rates related questions. Use only Latin characters. | ||||||||||||||||
| Physical company address | ||||||||||||||||
| Postal code for SureTax integration | ||||||||||||||||
| Customer's tax ID | ||||||||||||||||
| Customer's registration ID | ||||||||||||||||
| Reference information about the client's bank account or payment details | ||||||||||||||||
| The preferred locale that will be sent as a reply to RADIUS Authorization. It is used for IVR platforms to define the language |
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This section allows you to create a client template, where you can specify the main information about a client, originator settings, etc. Further, this template can be used to set the billing and tariffication parameters tariff parameters for customers, managers, or resellers in several clicks. For more details, check out a related article: Clients Templates.
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