Adjusting Customer Account Properties

You can change almost all settings for all Customer Accounts existing within your Parallels Business Automation - Standard system. To select an Account, click on its ID or name.

Customer Account Details are grouped in several sets, namely:

• General Settings - contacts information indicated during Account creation plus vendor name (Provider or Reseller Company name). In addition, here you can change the Address verification status that bounds to taxation. Here you can also change the account type from personal to business and conversely.
• Financial Info - current balance in respect to vendor Invoices, including:
  • Balance - The difference between all payments amount and all payables amount issued for an account. Negative balance sign means that a customer owes money to provider, i.e., the unpaid documents total exceeds the payments total. Positive balance sign means that provider owes services to a customer or if no purpose pre-payments were made by a customer, then positive balance sign means that payments total just exceeds payables total. Zero balance means that payments total equals payables total.
  • Events - Statements (report on financial state of Customer Account) generation dates (last generated and and next statement date), and the billing day (the day of month when a customer is charged).
  • Credit Terms - The name of credit terms and credit limit (the maximal amount a customer can owe to provider). If credit limit is overdrawn, services are provided only after payment is received.
  • Tax exemption - Customer VAT number, VAT verification status, tax zone for this Account. Taxation can be set using the Billing Director - Taxation Manager.

    You can change the following financial settings:

  • Reassign discount category (new ones can be created under Billing Director - Discount Manager)
  • Assign new settlements scheme (credit terms). New credit terms can be created under Account Director - Subscription Manager.
  • Set the maximal due amount (credit limit) allowed for the account.
  • Set the billing day - advanced setting, we do not recommend to change this without the necessity. The billing day is the day of month a customer is billed for services purchased. A billing day change invokes many recalculations connected with the changes of subscription period.
  • Set the tax exemption for an account.

    Note: The statement generation date cannot be changed from the web interface. Statements are generated automatically once a month, according to the default billing cycle set in Parallels Business Automation - Standard - 1 month. Statement is a reference document that presents the information about an account balance changes during the billing period and enlists the documents (orders, invoices, adjustments, etc.) issued during the billing period.

• Contacts - Administrative, billing, and technical contacts.
• Domain contacts - Customer contacts used for domains registration. Since special format of contact data is often required for for domains registration, domain contacts are stored as a special data.
• Users - All persons registered for this Account. Each registered person can be given a role in an account. A role is Customer Administrator and it provides access to Control Panel.
• Notifications - Settings for e-mail notifications sent to account owner: language, encoding, the set of event notifications a customer can enable/disable and the opportunity to enable/disable mass mail.
• Anti-Fraud Status - An account status after Anti-Fraud check. Here you can re-check an account using the Anti-Fraud plug-ins available in Parallels Business Automation - Standard.
• Containers - all Containers ordered on behalf of this Account.
• Ext. Attributes - you can set the extended attributes for you account, e.g. your business account number or your legal address.
• Billing History - all Orders placed on behalf of this Account, and other financial documents. Here you can add a new payment, adjustment, or invoice.
• Subscriptions - all subscriptions owned by this Account.
• Statements - all Statements generated for this Account.
• Payment Settings - Customer payment methods (credit cards and bank accounts). Here you can add new credit card or bank account or adjust current settings for existing ones. A Customer may have several payment methods saved. You can enable or disable credit card(s), change status (OK, Expired, Disabled, or Error). In this case, one of the cards may be selected for recurring billing. Note that the OK status is also can be set automatically, after the first successful transaction. Finally, here you can add a comment to be shown for credit card owner (for example, that credit card expires soon, or why the card was disabled).

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