Creating an Account Class

To create an Account Class:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, go to Account Terms (see Navigation). The list of Account Classes is displayed (see Viewing the list of Account Classes).
3. On the Toolbar, click Create. The New Account Class page is displayed.
4. On the New Account Class page, set the preferable options in the following groups of elements:
   
5. Click Create. The new Account Class is displayed in 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.
  • 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.
  • 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.
• Default account class — when the checkbox is selected, this Account class is automatically assigned to the new Accounts, which have been registered via Customer Control Panel.
• Default payment model — Subscriptions with the selected payment model will be created for Customers by default:
  
  • Postpay.
  • Prepay.

Payment model settings: Prepay

For prepaid Subscriptions, the setting from the Payment model settings: Prepay group are applied.

To configure the Prepay payment model: 

1. In the Financial blocking threshold 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.

   By default, the Account's Financial blocking threshold equals the Financial blocking threshold set in the Account Class. The Financial blocking threshold can be set for each Account individually (see Viewing and updating an Account's details).

2. Optionally, select the Pay with negative balance checkbox to allow Customers to pay for Orders with the negative Account Balance within the limit that was set in the Financial blocking threshold field. For example, if the Financial blocking threshold = 200 and Account balance = -10, the Customer can order the Plan with the Recurring and Setup fees not more than 190.
   

   If the Pay with negative balance checkbox is not selected, then Financial blocking threshold is ignored and Account Balance cannot become negative.

3. 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) when the Account Balance is less or equal the Financial blocking threshold. 

   To disable moving to financial hold the Accounts having the negative Balance within the Financial blocking threshold, set the Subzero period equal to -1. That corresponds to the infinite subzero period.

4. In the Cancel unpaid order in field, enter a number of days, during which Customers must pay for the Orders. After this period ends, Orders with the Waiting for payment status are automatically cancelled.

Payment model settings: Postpay

For postpaid Subscriptions, the setting from the Payment model settings: Postpay group are applied.

To configure the Postpay payment model: 

1. In the Subscription credit limit field, enter the value of the Subscription debt, above which the postpaid Subscription will be stopped (see Credit hold of the Account).

2. In the Payment expiration period field, enter a period in days, after which a Payment receives the Expired status (see Managing Payments) and the postpaid Subscription linked with this Payment will be stopped.

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.