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
You must have access to the Copaco Cloud Commerce Portal see How to Login to your 2tcloud reseller control panel
Start
When logged in to your reseller control panel go to the classic version
In the classic version go to billing
Go to Billing
Go to settings
Click on Terms
click on “add New Credit Terms”
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
Click on 'Settings' in the breadcrumb trail
Click on 'Customer Classes' in the section 'Operations'
Click on 'Add New Customer Class'
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
Click on 'Customers'
Click on the desired customer which should be assigned to a different 'Customer Class'
Click on 'Edit' in the section 'Financial Information'
Select the desired customer class with corresponding credit terms and click 'Save'