Balance & Credits

The Balance & Credits tab provides full information about the customer balance.

 

 

Field Description

Permanent Credit Limit

The credit limit value defined for a customer during creation.

Temporary Credit Limit Increase (only for postpaid customers)

Here you can temporarily increase a customer’s credit limit (the value should be defined either as an amount or as a percentage of a positive Permanent Credit Limit value).This shows a temporary increase of the customer's credit limit.

Valid Until (only for postpaid customers)

Specify the date and time for when an increased credit limit value will automatically be reverted to a permanent state.

 

This shows the date and time for when an increased credit limit value will automatically be reverted to a permanent state.

NOTE: The values for the Temporary Credit Limit and Valid Until cannot be higher than the values provided in the Maximum possible increase prompt.

Low Funds / Credit Limit Warning Threshold

If a warning threshold is defined for a customer balance and the customer balance reaches this value, a notification is sent to the customer.

 Depending on the customer balance model, warning thresholds are known as:

  • Credit Limit Warning Threshold for postpaid customers.
  • Low Funds Warning Threshold for prepaid customers.

For postpaid customers the balance warning threshold is defined either as an amount or a percentage of a positive Permanent Credit Limit value. For prepaid customers, balance warning thresholds are defined only as an amount of an Available Funds value.

 

To send customers multiple notifications, define several balance warning thresholds as comma-separated values.

Unallocated Payments

Unallocated payments show that the customer “overpaid” you sometime in the past, and are used to correct the paid/unpaid status of future invoices.

NOTE: Unallocated payments do not represent a “cash reserve.” When a payment is made, the amount is immediately applied to the customer’s balance.

Credit Limit History

This shows changes made to the customer’s credit limit (e.g. increases, decreases, temporary increases, etc.). Available only for postpaid customers.

Subscriber-to-Subscriber transfers allowed

This shows whether end users are allowed to transfer funds among accounts (only debit and / or credit accounts that have individual credit limits can transfer and receive funds).