Viewing/Editing Account Details

Account Type

Rating and billing classification for this account. Business accounts are often charged different rates than residential accounts. Select the appropriate Account Type from the drop-down list.

Account Status

Disposition of this account (such as Active, Disconnected, Suspended, etc.). Select the appropriate Account Status from the drop-down list.

Account Number

Subscriber's account number. If you do not enter an account number, the system automatically assigns the next available account number to this subscriber.

Account Manager

Account Manager for this customer can be selected from SaaS security users. When specified, the Account Manager is shown on the Account Summary.

Notes:

• When cloning, the account manager value will be copied.

• Account manager cannot be added to a prospect

Customer Name

First name, middle initial, and last name of the subscriber associated with this account. Click the pencil icon to enable this field

Market

Each subscriber is assigned to a market for purposes such as billing, POS location, General Ledger subcodes, customer region and customized reporting. Select the appropriate market from the drop-down list.

Sales Associate

Identifies the member of the sales staff who is responsible for the sale to this subscriber.

State

Select a State from the drop down menu.

Zone

Zones configured in Admin Console Data management are used to group service numbers by NPANXX. This lets you use the Limit-To functionality for products and pricing plans, provide Zone reports, and manage the implications of NPANXX splits more easily.

Region

Regions may be configured in Admin Console to further define how charges are assigned to customers.

CPNI Opt In

Select/check this check box if the customer has "opted-in," meaning he or she is willing to allow agents to view Customer Proprietary Network Information (CPNI), as defined by the FCC.

Currency

Optional field. Available options are as defined in Admin Console Currency Data Management table

Language

Optional field. Available options are as defined in Admin Console Language Data Management table

Establish date

Enter/select the date the subscriber is scheduled to be active.

This defaults to the current date.

Note

When you assign start and end dates to accounts, services, and features you need to consider the scenario as well as your business practices. Refer to the article on start/end date guidelines in the IDI Knowledge Center for details.

Disable E-Pay Notifications

Defaults to unchecked (notifications enabled). When checked, the account will be omitted from IDI platform notifications that use the E-Pay Account Notifications or E-Pay Transaction Notifications data sources.

This property is not available for prospects.

Disallow Checks/ACH

This lets you flag accounts with a history of bad check writing. Flagged customer accounts are not allowed to make ACH payments through Desktop Client, Customer Care, and OnlineBill. These customers can only use guaranteed funds for payments (i.e. cash or approved credit card transactions). This can help reduce returned check fees.

The ability to toggle this setting may be restricted by adding the Disallow Checks/ACH setting to the Customer Field Configuration, and then specifying which Groups should be restricted.

Note

Identifying bad check writers is a manual process and establishing criteria is up to individual carriers.

For more on how disallowing ACH payments works see Blocking ACH Payments for Customers in Bad Standing.

Account Locks:

• Prohibit Port Outs

• Prohibit SIM Changes

In accordance with FCC compliance guidelines, this functionality provides the ability to provide an indication on an account in Customer Care that SIM Changes and/or Port Outs are prohibited. New Account Lock settings for SIM Change and Port Out are available when you add or edit an account.

When enabled, a corresponding indicator is displayed on the account summary view.

Note

These settings and corresponding indicators are for information only to warn service representatives not to perform these actions. The actions are not actually blocked.

First/Mi/Last Name

Company Name

Last name or Company name is required. First name and middle initial are optional

Address

Use up to three lines to enter the street address

City/State/Zip

Enter city, state and zip code. The values available for selection in the State drop down menu depend on the selected Country.

Country

Defaults to the value set via Manage > Settings and can be changed as needed.

Validation

Addresses must be validated.

Phone Numbers

Add as many phone numbers and email addresses as needed.

Email Addresses

Aging Group

Establishes when payment is due

Bill Cycle

Defaults to the Bill Cycle assignment configured in Desktop Client.You can change as needed by clicking the pencil icon.

Typically bill cycles are set up such that bill periods occur on a monthly basis with the start and end dates both set to the bill cycle’s specified Day of Month. However, in practice bill periods run from the specified day of month in a given month up to one day before in the next month (for example, 7/15 to 8/14). In other words, a monthly bill period starting on the 15th does not include the 15th of the next month. It actually ends on 14th.

Bill cycles set up for your use are viewable via Desktop Client > Tools > References > Bill Cycles Table.

Bill Cycle configuration sets Bill Cycle based on selected Account Type, Market and Day. When a customer is created by clicking +New, as the Account Type and Market fields are set, the Bill Cycle will default based on the values entered. The default will use the current date as the Day when determining the default.

When a prospect is converted to a customer account, the Bill Cycle will be set based on the Account Type and Market and current date as Day. The Bill Cycle value will update if the Market or Account Type are toggled, and the new default results in a different value.

If the Bill Cycle value is overridden, the value will not be updated with the default when the Market or Account Type are toggled. You can revert to the default by clicking the revert icon.

When a customer account is cloned, the Bill Cycle value will come from the account being cloned. Override and revert rules as described above will apply.

Finance Group

Select the Finance Group from the drop-down list.

Each finance Group has a set of rules for calculating finance charges, which defines the a grace period (number of days) allowed before a balance becomes past due. This grace period enables the finance group to charge a minimum finance charge.

Invoice Format

Select the invoice format from the drop-down list (Business Landscape, Residential, and so on).

Receivable Group

Select the Accounts Receivable Group from the drop-down list.

Main Billing Number

Number to call for billing inquiries.

Affinity Group

Select the Affinity Group from the drop-down list, if appropriate.

This designates the group to which the affinity commission is computed and reported. Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers.

Home Region

An optional construct to drive usage rating.

Child Sort Order

An optional construct for corporate accounts.

Usage Rounding

Impacts how charges for individual calls are displayed:

• None

• Conventional - Numbers less than 5 are rounded down to the nearest cent. Numbers equal to or greater than 5 are rounded up to the nearest cent.

• Up - All usage values are rounded up.

Finance Charge Exempt

Select/check this check box if the customer is exempt from finance charges.

Pull Invoice

May be used to pull this invoice from a bill run (for example, if there is a dispute, or some analysis is required before the invoice can be sent).

Paperless Bill

Check the box to opt in for paperless billing or uncheck to opt out. This may result in a discount for opting in or fee for opting out, depending on setup in the Product Catalog web module.

Note

You can also toggle this setting in the Billing section on the Account Summary.

Additional setup is required for paperless billing. Refer to the article on Paperless Billing (, ) in the IDI Knowledge Center.