Overview

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.

General info

• Name: Name of the Client
• Owner: Name of the Reseller who owns a Client (clickable, prompts to its parameters)
• Legal Entity: Legal Entity associated with Client (clickable, prompts to its parameters)
• Timezone: Client's timezone
• Client's Template: Name of the Client's Template if assigned (clickable, prompts to its parameters)

Origination

• Rate Tables: Displays 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 Plan: Displays the Routing Plan assigned to the Client (clickable, prompts to its parameters)
• Portal Login: Displays 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.

Invoicing

There will be a corresponding indication if the Automatic Invoicing is on or off.

• Terms: Displays the Payment Terms assigned to the Client (clickable, prompts to its parameters)
• Last Invoiced: Shows the date of the last Invoice of the Client
• Template: Displays 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 Amount: Indicates the extra amount to be paid
• Payment via: Indicates the payment method of the Client

Termination

• Rate Tables: Displays 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.

Buttons	Description
	to access the full list of Payments for the Client
	to create a new Payment for the Client

Indicators	Deccription
	incoming payment
	outcomiing payment

Last Invoices

Displays the latest Invoices associated with the Client, their dates, periods, how many days are left till the due date, and amounts.

Buttons	Description
	to access the full list of Invoices for the Client
	to create a new Invoice for the Client

Indicators	Deccription
	outgoing invoice
	incoming invoice
	allows downloading the Invoice

Active Subscriptions

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

Buttons	Description
	to access the full list of Subscriptions on the Client
	to assign a new Subscription to the Client

Indicators	Deccription
	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.

Buttons	Description
	to access the full list of Accounts of the Client
	to add a new Account to the Client

DIDs

Displays the DIDs associated with the Client, their origin, and details.

Buttons	Description
	to access the full list of DIDs of the Client
	to assign a new DID to the Client

Traffic Rules

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

Buttons	Description
	to access the full list of Traffic Processing rules of the Client
	to add a new Traffic Processing rule to the Client
	allows editing a Traffic Processing rule