Personal account information

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Balance of account in BILLmanager refers to the amount of money available on a customer's personal account. Positive balance means that you may order new services and pay for those that you already use according to the provider's billing policy. If the balance of account is negative, you should add funds to your account otherwise you will not be able order and use the products and services. The provider can create pre-defined messages to inform his client about insufficient funds on his account.

The Personal account information module displaces the balance of the customer's account or accounts in the corresponding currency and allows to add funds to the account. The customer may have several accounts depending on the currency, amount of the services ordered and other parameters.

For more information about the provider's billing policy, please read Debiting the client's account.

To credit your account, you should have at least one payer who will be invoiced for the ordered services.

You may choose the most convenient payment method from the drop-down menu. If you have failed to find the one you need, you should select another payer (if any), because the list of available payment methods may vary depending on the payer's status (company or individual) and country.


«Account information»


Image: Bullet.gif View a list of accounts
Image:t-new.pngCredit account
Image:t-credit.pngAutomatic billing
Image:t-copy.pngTransfer funds

View a list of accounts

  • ID - account unique identifier.
  • Name - name of the project which services the customer purchases.
  • Balance of account - amount of money available in the account.
  • Currency - currency that is used for transactions.
  • You will run out of money in - the number of days that your account balance will stay positive.

Credit account

This function is used to add funds to the personal account. Select the account, click the "Pay" icon and fill out the following form:

«Account information»
  • Purpose of payment - select the associated project which services you wish to pay for. This form will be displayed, if the customer is registered in several projects.
«Account information»
  • Select the payer - select an individual or a company who will effect the payment. If necessary, you can add a new payer in the corresponding module.
«Account information»
  • Payment method - select a payment method and currency (the default currency is set by the provider).

When you have entered the data, click OK. You may view a new payment in the Payments module. Once it is paid, the customer's personal account will be credited.

Automatic billing

With this function you may customize automatic billing for a particular product or service. Select the account, click the "Settings" icon and fill out the form. Depending on the billing condition, the form fields will vary:

In case of insufficient funds on account

Модуль «Account information»
  • Payer - select a payer to be invoiced.
  • Payment method - select a payment method.
  • Condition - select a condition that will be used when invoicing the customer.
    • In case of insufficient funds - the invoice will be made out in case of low balance of account.
    • Account balance is below - provide the minimum amount of money to invoice the customer.
  • Types of payment generation - select a method for payment generation:
    • Amount of services per period - provide the sum according to the period that the service is ordered for.
    • Specified amount - provide an exact amount in the additional field Amount.
  • Do not split expenses by month - do not split expenses by months when paying for services.

In a certain day of the month

Модуль «Account information»
  • Payer - enter a payer to be invoiced.
  • Payment method - select a payment method.
  • Condition - select a condition that will be used when invoicing the customer.
    • In a certain day of a month - the invoice will be made out on the specific day of month. A new field Day of the month, will be added where you should specify a due date.
      • Day of the month - enter the exact day when the customer will be invoiced.
  • Types of payment generation - select a method for payment generation:
    • Amount of services per period - provide the sum according to the period that the service is ordered for.
    • Specified amount - provide an exact amount in the additional field Amount.
  • Do not split expenses by month - do not split expenses by months when paying for services.

Transfer funds

You can transfer funds from one account into another, if needed. Select the account from which you want to transfer funds, click the "Transfer" icon and fill out the form:

Модуль «Account information»
  • Transfer to account - select an account to which you want to transfer funds.
  • Company - select a payee company.
  • Amount - provide the amount you want to transfer.
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