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Information blockFields & Description
General SettingsGeneral information about the client
  • Name
Indicate a client's name
  • Reseller
Select a reseller new client belongs to (this name will be used in invoices)
  • Currency
Define preferred currency (will be used in invoices)
  • Timezone

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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(warning)   Attention

If this parameter is not indicated, the timezone of the database will be automatically applied to the client's settings of the zone. It could lead to some problems while working with packages, rate tables, or time profiles.


  • Status

Select a respective status for the client:

  • active
  • stop
  • deleted
  • Client's Template
Here you can apply the required template from the list to a new customer
  • Tags
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.
  • Tax Profile

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: 

  • Customer (you will need to manage the tax values manually)
  • SureTax (integration with a third-party tax calculation service)
  • Compliance (integration with a third-party tax calculation service)
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(warning)   Attention

For proper usage of SureTax and Compliance, the Invoice Number should contain only Latin and numeric characters. Max length is 40 symbols. Dst and Src Numbers should be in the NPANXXNNNN (10 digits) format. More info about these third-party tax calculation services can be found in the article US Taxation.


  • Bill Events by
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)
  • Hidden Numbers checkbox

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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 Tip

If the client has the Hidden Numbers option enabled and the code appears in the code deck from the invoice template, the number, code, and code name become hidden. If the code doesn't appear in the code deck, the last *n characters of the number are hidden. The code deck from the rate table is only used to identify code names.


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:

  • Login
Client's login
  • Password
Client's password
Originator SettingsSettings for your customers who send events to your switch. Clients' originator settings are as follows:
  • Unlimited checkbox

Here you can set the unlimited credit for a client if you enable the checkbox. It is disabled by default.

  • Credit limit

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.

  • Payment Terms
Select the payment terms template from the general list of all available ones in the Payment Terms section
  • Rate Table
From the list of all rate tables in the Rate Tables section, select an origination one for this client
  • Routing Plan
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
  • Capacity

Indicate the origination capacity of channels for this client. For unlimited amount, leave empty

  • Low Balance Profile
From the list of all available, select a Low Balance Profile for this client
Terminator SettingsSettings for your vendors whom you send events from your switch. Clients' termination settings are as follows:
  • Rate Table
From the list of all rate tables, select a termination one for this client
  • Credit limit

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 the vendor's live balance + credit limit hits the entered threshold.

  • Capacity
Define the termination capacity of channels for this client. For unlimited amount, leave empty
  • Low Balance Profile
From the list of all available, select a Low Balance Profile for this client
Low Balance Capacity Control

Here you can set up whether the system should limit capacity or not when the client's Available balance is lower than a set threshold

  • Threshold
Available balance threshold, below which the special capacity setting will be applied
  • Capacity
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:
  • Template
Select an invoice template for this customer
  • Last Invoiced
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
  • Format 
Select the desirable format of rate notification (.xlsx or .csv)
  • Notify Type

Specify a type of notification:

  • All rates - full rates list will be sent
  • Only changed rates - only changed rates will be sent

  • All rates (not repeated codes) - if there are two or more new rates with different effective dates for the same code, several files will be sent, each containing a full list of rates and only one unique rate for this code

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     Tip

    1. The system will push notification after adding new rates. Please note, if the user changes the Effective Date field of current rates manually, they will also be included in the notification.

    2. When you force Rate Notification, it does not send all the rates with the Effective Date in the future but only the rates that it will be late to send with the next scheduled notification (according to the Agreement assigned to the Rate Table). If there's no Agreement, the Rate Notification will not be sent.

    3. We recommend using forced notifications for testing purposes. It doesn't cancel a regular notification nor change the last export date.


Company InfoSome additional information about a client can be entered here
  • Name
Company name
  • Main Email
Company email for general inquiries. Use only Latin characters.
  • NOC Email
Company email for technical related questions. Use only Latin characters.
  • Billing Email

Automatically generated invoices and notifications will be sent to this email address. Use only Latin characters.

  • Rates Email
Company email for rates related questions. Use only Latin characters.
  • Address
Physical company address
  • Zip Code
Postal code for SureTax integration
  • Tax ID
Customer's tax ID
  • Reg ID
Customer's registration ID
  • Account Details
Reference information about the client's bank account or payment details
  • Locale
The preferred locale that will be sent as a reply to RADIUS Authorization. It is used for IVR platforms to define the language


Tip
titleUseful Tip

You can use multiple emails per field if necessary. Just separate them with a comma or semicolon.


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(warning)   Attention

Autoinvoicing tool sends rates in separate files for each time profile used in a certain Rate Table.

Please note, the email address should contain only Latin characters for proper work of email notifications and invoices.

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