Customer Classes

Customer classes allow you to define a set of parameters to be shared among a certain category of customers. For example, you can create two separate classes – one for your retail customers and the other for your business customers, plus define the relevant parameters for each class. After that, you only need to assign the required customer class to all customers of a given category to ensure that all of them have the same parameters (such as grace period, invoice template, taxation, notification list, etc.).

 

On the Customer Class Management page, you can view a list of all currently defined classes. This list provides the following information:

 

 

Field

Description

Name

Name of a specific customer class.

Currency

Currency that is used for a particular customer class.

Managed by

  • Administrator only – Default; means that this class will be used for your direct customers, and is accessible only to your administrators.
  • Select a PortaBilling® reseller to assign this class for use by a particular reseller.

Archive xDRs

Defines whether the statistics generation is enabled for this customer class.

Invoices

Defines whether the invoice generation is enabled for this customer class.

Taxation

The taxation method used to calculate taxes for this customer class.

Description

A logical description of this customer class.

 

Add / Edit Customer Class

 

The following parameters are available on the top of the page:

 

Field Description

Name

Name of the customer class.

Managed by

Define whether the customer class is intended to be used by a reseller.

  • Select Administrator only if this class will be assigned to your direct customers, resellers, etc. and only users of the admin interface will have access to it.
  • Select a particular reseller that can have access to this customer class on the reseller self-care interface. This customer class will be used only for this reseller’s subentities (customers, subresellers). Admin interface users will be able to view and edit this customer class as well, but won’t be able to assign it to anyone.

Business Model

Choose a customer business model from the list.

 

A business model defines what type of service is to be provided to the customer (for example, hosted IP PBX, Internet access, etc.).

 

Currency

Select the currency for this customer class.

 

Note that a customer class with currency can be assigned only to those customers that are charged in the same currency as the currency of the customer class.

 

Leave this option empty if you are going to assign this customer class to customers with different currencies.

NOTE: Once saved, the currency cannot be changed.

Description

Type an informative and helpful description of this customer class.

 

 

The following tabs can be available depending on the configuration (click the required tab link to see a description):

 

Custom Fields

Fraud Protection

General Info

Measured Service

Notifications

Out-of-Turn Invoices

Regular Invoices

Taxation