Creating an Account Class

To create an Account Class:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, click Settings > Billing > Account Classes. The Workspace displays the List ofAccount Classes (see Viewing the List of Account Classes).
3. Click the Create button on the Toolbar.
4. In the New Account Class page, set options in the following groups of elements:
   
5. Click Create. The new Account Class is displayed on the List of Account Class (see Viewing the List of Account Classes).

Account class information

In the Account class information group, set the following options:
 

• Name — an Account Class name.
• Key — a key that is used to refer to the Account Class by API or placeholders (see Using Placeholders for Event Handlers);
• Refund type — one of the following types of the refunding of customer's money:
  
  • Automatically — money is refunded automatically after the Resources Downgrade Order is approved.
  • Manually -  money is refunded if this Operation was approved by Manager (see Manual Operations).
• Stop subscription type — one of the following types of the Subscription stopping if the Account was moved to the Credit Hold (see Credit hold of the Account) or Administrative Hold (see Moving an Account to the Administrative hold).
  
  • Automatically - the Subscription is stopped automatically if the Customer doesn't pay for the Oder during the Subzero period.
  • Manually -  the Subscription is stopped after this operation was approved by Manager (see Manual Operations).
• Delete subscription type — one of the following types of the Subscription deleting:
  
  • Automatically - the Subscription is deleting automatically if the Subzero period is over.
  • Manually  - the Subscription is deleted after this operation was approved by Manager (see Manual Operations).
• Colour — a colour that is used in the List of Accounts (see Viewing the List of Accounts) for this Account Type.

Payment model settings

The Payment model settings group allows to choose the Payment Model: Postpay or Prepay, which is used Accounts that were included in the Account Class.

Prepay payment model

To configure the Prepay payment model: 

1. In the Payment model settings group, check that the Postpay checkbox is cleared.
   
   
    
2. In the Credit limit field, enter the limit, within which the Account balance can be negative without moving to the Credit hold status (see Credit hold of the Account), during the Subzero period. All Orders are activated automatically within the set limit and the Account balance is reduced by the corresponding amount.
3. You can select the Pay with negative balance checkbox if the Customer can pay for Orders with the negative Account Balance within the limit that was set in the Credit limit field. For example, if the Credit limit = 200 and Account balance = -10, the Customer can order the Plan with the Recuring fee and Setup fee is not more that 190.
4. In the Subzero period field, enter a number of days, during which the Account balance can be negative without moving to the Credit hold status (see Credit hold of the Account) if the Account Balance was less or equal Credit limit. The Customers can use Guaranteed Payments (see Managing Guaranteed Payments).
5. In the Due Order period field a number of days, during which all Customer must pay for the Orders. After Due Order period, all Orders (with the Waiting for payment status) is automatically cancelled.

Postpay payment model

To configure the Postpay payment model:

1. In the Payment model settings group, select the Postpay checkbox.
   
   
    
2. In the Receipt day field, type a day of the month when the Invoice for top-up (see Managing Invoices) is created if the Account balance is negative. This field can be set from 1 to 31 that specifies the day of the month. If the month does not include the specified number, the Invoice is created on the last day of that month.
3. In the Credit limit field, enter the limit, within which the Account balance can be negative without moving to the Credit hold status (see Credit hold of the Account), during the Subzero period. All Orders are activated automatically within the set limit and the Account balance is reduced by the corresponding amount.
4. You can select the Pay with negative balance checkbox if the Customer can pay for Orders with negative Account Balance within the limit that was set in the Credit limit field. For example, if the Credit limit = 200 and Account balance = -10, the Customer can order the Plan with the Recuring fee and Setup fee is not more that 190.
5. In the Subzero period field, enter a number of days, during which the Account balance can be negative without moving to the Credit hold status (see Credit hold of the Account) if the Account Balance was less or equal Credit limit. The Customers can use Guaranteed Payments (see Managing Guaranteed Payments).
6. In the Due Order period field a number of days, during which all Customer must pay for the Orders. After Due Order period, all Orders (with the Waiting for payment status) is automatically cancelled.

Guaranteed payment settings

In the Guaranteed payment settings group, set the following options:
 

• Guaranteed payment limit - a maximum amount of the Guaranteed Payment that all Accounts, which are added to the Account Class, can use;
• Guaranteed payment period - a number of days, during which all Accounts, which are added to the Account Class, can use the Guaranteed Payments (see Managing Guaranteed Payments).

In the Credit limit field, enter the limit, within which the Account balance can be negative without moving to the Credit hold status (see Credit hold of the Account), during the Subzero period.