Managing financial settings

To update the financial settings:

Go to System Settings (see Navigation). The System Settings page is displayed (see System settings).
Go to the Finance tab.
Configure the financial settings in the following groups:
Click Update to save the changes.

Financial documents generation

Invoices (generated by the platform) — if the checkbox is selected, the Invoices section is displayed in the Customer Control Panel (see Managing Invoices).
Closing documents (generated by an external system) — if the checkbox is selected, the Closing documents section is displayed in the Customer Control Panel (see Managing Closing documents and Closing documents of the Reseller Accounts).
External system generates Invoices — if the checkbox is selected, a third-party ERP system manages invoices for the Postpay model instead of ActivePlatform (see Managing invoices for the Postpay model by a third-party ERP system).

Postpay settings

Allow an account to order a postpaid subscription — the mode of how accounts get permission to order subscriptions within the Postpay model when a customer pays after factual using a service:

Automatically — all new and existing accounts can order postpaid subscriptions without manual approval from a manager (by default).
Manually — to order a postpaid subscription, an account should get approval from a manager.

For more information about managing the account's permission to order subscriptions within the Postpay model, see Managing account's permission to use the Postpay model.

It is not recommended to change the Postpay settings multiple times because it may lead to the unwanted limitation of operations with existing subscriptions for a part of accounts.

Prepaid settings

Unite payments for prolong and renew orders — if the checkbox is selected, all payments for prolong orders and renewal orders automatically created by the billing process on the same night for an account will be joined in a single payment (see Joining payments for the Prepay model). By default, the checkbox is cleared, and the payments are not joined automatically.

Payments completion settings

Payments completion — the mode of how payments are completed:
- Manually — after creating, a payment can be approved manually by a manager (see Approving a payment) (by default).
- Automatically — after creating, all payments get the Completed status automatically.
Payment method — the payment method for automatic completing. All payment methods created on the reseller level are available in the list (see Viewing the list of payment methods).

If the automatic completing mode is selected, for the reseller, all payments created automatically or manually for the Prepay and Postpay models change their status from the Waiting for payment to Completed automatically. The related orders are completed automatically too.

Settings account balance

Account work without balance — if the checkbox is selected, the account balance and all related operations become not available in the Customer Control Panel, including topping up, paying from balance, guaranteed payments, and the account balance statement.

The current version of the Customer Control Panel does not support the account balance settings. The account balance and all related operations are always available in the Customer Control Panel for all accounts.

Settings manual union of payments

Unite payments manually — if the checkbox is selected, accounts of a reseller can join payments manually in the Customer Control Panel.

The current version of the Customer Control Panel does not support the payment manual union settings. All accounts of a reseller can always join payments manually in the Customer Control Panel.