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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 |
---|---|---|
General Info | Name | |
Owner | ||
Legal Entity | ||
Timezone | ||
Client's Template | ||
Origination | Rate Tables | |
Routing Plan | ||
Portal Login | ||
Invoicing | Terms | |
Last Invoiced | ||
Template | ||
Termination | Rate Tables | |
Last Note | ||
Balances | ||
Last Payments | ||
Last Invoices | ||
Active Subscriptions | ||
Accounts | ||
DIDs | ||
Traffic Rules |
Overview
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