Customer list

The Customer list panel displays a list of customers that matches your search query.

Each entry in the list consists of:

• Status – the icon shows the customer’s status. Active customers have no status icon.

  A customer can have the following status:

  •   Closed – the customer has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.

  •   Blocked – the customer has been blocked by the administrator; no call services are provided until the administrator removes the block.

    Blocked customers have no access to self-care pages. For blocked customers, charges for service usage are not applicable; however, subscription fees and fees for assigned DID numbers will still apply.

  •   Suspended – services for this customer are suspended because of an overdue invoice. Once payment is received (either online or periodical payment, or a cash/check payment entered manually) in an amount that covers the overdue invoice, the suspension is automatically lifted.

    The customer can become suspended if their funds are insufficient to cover subscription charges. You regulate this option in the customer class settings.

    You cannot undo a customer’s suspension manually. However, you can delay the suspension for several days to attend to customer needs (e.g., allow the customer to use the service over the weekend although their overdue invoice must be paid in full early Monday morning, without exception). Set the date you lift the customer’s suspension in the Lift the suspension until field. If the customer pays their invoice or the period of the delayed suspension is over, PortaBilling removes the date specified in the Lift the suspension until field from the database.

  •   Service limited – this indicates that this customer now receives a limited amount/volume of services (e.g., lower Internet speed) due to an overdue invoice(s). The customer can still dial emergency numbers and receive incoming calls, though regular recurring charges apply. Once payment is received (via online payment, periodical payment, or an administrator inputs/sends a cash/check payment manually), the limit is automatically lifted.

  •  Provisionally terminated – a customer can become provisionally terminated after the grace period for paying overdue invoices expires. When provisionally terminated, all of a customer’s services stop, although their data remains in the database to issue an invoice for the last billing period before the day of termination. You can reactivate the customer’s services if the customer changes their mind later on. The default period for reactivation is 30 days. You can change this in the customer class. If not reactivated, a customer’s status automatically changes to Closed.

  •  Credit exceeded – this status is only for postpaid customers. It means that the customer’s current balance is higher than the credit limit value. The customer can’t use paid services though complimentary services (e.g., calls to toll-free numbers) remain available.

  • No available funds – this status is only for prepaid customers. When a customer’s funds reach a zero value, services are no longer available. When the customer makes a payment and available funds increase, all services are again available.

  •  Suspension lifted – a customer receives this status after you delay their suspension manually. Services are temporarily available until the date you specify in the Lift the suspension until field.

  •  Payment frozen – a customer’s auto-payment has been suspended due to repeated errors (e.g., credit card cancellation).

  •  Spending limit reached – the customer receives this status when their daily expenses reach the defined limit. The spending limit is renewed at 00:00:00 each day. Once the limit is renewed, the Spending limit reached status is lifted from the customer.

  •  Exported – this customer has been ported to another installation in Dual Version PortaSwitch. A customer with this exported status is not operational here. Their data is kept for audit purposes.

  • Export in progress (billing paused) – this customer is currently in the process of migration to the target system with Dual Version PortaSwitch. The billing processes for this customer are paused: PortaBilling can’t close the billing period, calculate taxes, and generate invoices. Subscription charges won’t apply. The administrator can’t void, recalculate and re-issue invoices. However, they can change the customer information such as contact details, credit limit, payment method, etc. The customer can use their services and access the self-care interface (as it was on the source system before the migration). Once the migration is finished, the status is automatically changed to the customer’s pre-migration status, e.g., Active or Suspended.

• Name – the customer name, which is also a link that redirects you to the edit customer page.

• Balance control – the customer’s balance model: either prepaid (a customer pays for services in advance) or postpaid (a customer pays for the services at the end of their billing period).

• Currency – the currency the customer is charged in.

• Balance – the customer’s current balance (only for postpaid customers).

• Credit limit – the credit limit set for the customer (only for postpaid customers). When the customer’s balance reaches that credit limit, this customer is no longer allowed to use the services.

• Available funds – the amount of customer’s available funds (only for prepaid customers).

• More:

  Click  to see available options.

  • Select xDRs to see the xDR history for a particular customer. The xDRs are data records that include billing information related to services rendered to your customers.

  • Select Accounts to see the list of accounts belonging to a particular customer.

Select the check box next to the required customer and click Delete on the toolbar. This option is only available for customers with no accounts assigned.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Product list panel displays products in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it’s automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.

To edit a customer, click the customer name in the list.