Skip to main content
Skip table of contents

How to assign different 'Credit Terms' per customer (class)

Summary

It is possible to create different 'Credit Terms' per customer(class), to do this, follow the steps described in this article.

Prerequisites

Start

  1. When logged in to your reseller control panel go to the classic version

  2. In the classic version go to billing

  3. Go to Billing

  4. Go to settings

  5. Click on Terms

  6. click on “add New Credit Terms”

  7. Fill in the desired values and click 'Save', for example:

    • Due period = Period in which the payment should be received

    • Grace Period = Parameter that defines a period of time (in days) when customer is still able to renew his subscription. This period starts from the subscription expiration date, expired subscription remains active for all this time. If the grace period end date comes, process generates respective events according to subscription settings.

    • Hold Period. Parameter defines a period of time (in days) when customer's subscription remains in the On Hold state. Subscription is put on hold if it was not renewed in time (until the grace period ends). Services provisioning is suspended for this period. If the renewal order remains unprocessed at the end of the hold period, the subscription is stopped (with possible recovery). If the hold period end date comes, process generates respective events according to subscription settings.

      Second, create a new 'Customer Class

  1. Click on 'Settings' in the breadcrumb trail

  2. Click on 'Customer Classes' in the section 'Operations'

  3. Click on 'Add New Customer Class'

  4. Fill in the desired values, make sure the newly created 'Credit Term' is selected in 'Credit Terms' and also select 'Per Account' in 'Billing Type', after this click on 'Save'


Third and final step, assign the new 'Customer Class' to an existing customer

  1. Click on 'Customers'

  2. Click on the desired customer which should be assigned to a different 'Customer Class'

  3. Click on 'Edit' in the section 'Financial Information'

  4. Select the desired customer class with corresponding credit terms and click 'Save'

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.