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Screenshot: Clients section
| Column Name | Description | |
|---|---|---|
| ID | Client's identification number | |
| Name | Client's name | |
| Balance | Client's balance values | |
| 'Live' client's balance including allowed credit | |
| Client's balance calculated on a basis of the performed payments and processed calls | |
| 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 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 managing a last invoice date of a client | |
| Identifies the Orig client | |
| Identifies the Term client | |
| Identifies the Orig/Term client | |
 | Allows accessing the list of client's accounts in the Accounts section (an icon will be colored if any account is assigned) | |
 | Allows accessing the client's current routing plan (an icon will be colored if plan is assigned) | |
 | Allows accessing the Traffic Processing section for dynamic routing management | |
 | Allows viewing client's rates (an icon will be colored if a rate table is assigned) | |
| Rate tables for origination calls | |
| Rate tables for termination calls | |
 | Allows accessing the Client Packages section for new clients packages management | |
 | Allows accessing the Transactions section for client's balance management | |
 | Allows accessing the Invoices section for client's invoices management | |
 | Allows accessing the Balance Report section for client's balance report (Live or Fixed) management | |
 | Allows accessing the Summary Report section for client's summary report management | |
| 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
Clients Templates
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