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SectionFieldDescription
General InfoNameName of the Client
OwnerName of the Reseller who owns a Client (clickable, prompts to its parameters)
Legal EntityLegal Entity associated with Client (clickable, prompts to its parameters)
TimezoneClient's timezone
Client's TemplateName of the Client's Template if assigned (clickable, prompts to its parameters)
Origination
Rate TablesDisplays 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 PlanDisplays the Routing Plan assigned to the Client (clickable, prompts to its parameters)
Portal LoginDisplays 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

InvoicingThere will be a corresponding indication if the Automatic Invoicing is on or off.
TermsDisplays the Payment Terms assigned to the Client (clickable, prompts to its parameters)
Last InvoicedShows the date of the last Invoice of the Client
TemplateDisplays 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 AmountIndicates the extra amount to be paid
Payment viaIndicates the payment method of the Client
TerminationRate TablesDisplays 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:

  • New Note - to create a new Note for the Client
Balances

Displays three types of Balances of the Client as of the current date:

  • Available (if the Unlimited checkbox was checked for the Client, the value will be "No Limit")
  • Live
  • Fixed
Last Payments

Displays the latest Payments associated with the Client, their dates, descriptions, and amounts.

Functional buttons:

  • - to access the full list of Payments for the Client
  • New Payment - to create a new Payment for the Client

Indicators:

  • - in
  • - out
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:

  • - to access the full list of Invoices for the Client
  • New Invoice - to create a new Invoice for the Client

Indicators:

  • - outgoing
  • - incoming
  • - allows downloading the Invoice
Active Subscriptions

Displays the active Subscriptions associated with the Client, their periods, and fees.

Functional buttons:

  • - to access the full list of Subscriptions on the Client
  • New Subscription - to assign a new Subscription to the Client

Indicators:

  • - indicates that a Subscription is active
  • - indicates that a Subscription is pending
Accounts

Displays the Accounts associated with the Client, their origin, and identification methods.

Functional buttons:

  • - to access the full list of Accounts of the Client
  • New Account - to add a new Account to the Client
DIDs

Displays the Accounts associated with the Client, their origin, and identification methods.

Functional buttons:

  • - to access the full list of Accounts of the Client
  • Assign DID - to assign a new DID to the Client
Traffic Rules

Displays the Traffic Processing rules associated with the Client, their origin, and details.

Functional buttons:

  • - to access the full list of Traffic Processing rules of the Client
  • New Traffic Rule - to add a new Traffic Processing rule to the Client
  • - allows editing a Traffic Processing rule

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