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 of Account 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 — the Account Class name.
• Key — the key that is used to refer to the Account Class by API or Placeholders (see Using Placeholders for Event Handlers);
• Stop subscription type — one of the following types of the Subscription stopping if the Account is 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).
• Color — a color 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 set the payment options, which would be applied to the Accounts who use the Account Class.

Prepay payment model

To configure the Prepay payment model: 

1. In the Payment model settings group, select the Prepay from the Charging model drop-down list box.
   
   
    

2. In the Credit limit field, type 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.

   The Account's credit limit equals the credit limit set in the Account Class by default. The credit limit can be set for each Account individually (see Viewing and updating an Account's details).

3. You can select the Pay with negative balance checkbox to allow Customer to 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 Recurring fee and Setup fee is not more than 190.
   

   If the Pay with negative balance checkbox is not selected then credit limit is ignored and Account Balance cannot become negative.

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).
   
   

   To disable moving to financial hold the Accounts having the Balance negative within the Credit limit, you should set the Subzero period equal to -1. That corresponds to the infinite subzero period.

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) are automatically cancelled.

Postpay payment model

You should not use the Postpay option in this version of the platform. To give an Account an option to pay for the Billing period, in which the Subscription was used, after the end of the period, you should set the other options of this group as it is described in Implementation of the Postpay model using the Account Class.

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.