The Add Account Menu

The Add Account menu in vspPanel is where you add new customers to the system. Most of the menu is self explanatory in regards to simply keeping users details, all or only a few of the fields for customer details may be filled in. This is mostly for your records. The same fields you see here are also automatically filled in if you generate a signup form using the signup form generator in vspPanel.

The next section in this menu is the "Extra's" section. This section describes any "extras" other then call costs which will be charged to the users account. The format is "Description" which describes the Extra and will show up on the users bill. The "Cost" is the cost in "Dollars and Cents" of the extra and the "Charge Period" is the interval in which this extra should be charged to the users account.

A good example of an extra is a "Montly Fee" for an account. In the extra's field to add a monthly fee simply add "Monthly Fee" to the description and the amount of the monthly fee to the "Cost". (e.g $19.95) and then make sure the Charge Period is set to Monthly.

The next section of the menu is the "Customer Account Settings", these are the technical settings for the customers account. These should already be set for you in most cases as long as your settings were set correctly in the setting menu. The Items here are described below:

Customer Number: This is the unique customer number provided to each customer when they signup. This number is generated from your "Base Number" in the settings. You shouldn't need to touch this as it will automatically increment as you add customers. This number is also the customers internal phone number. E.g. If you dial the number from another customers account the customers phone will ring.
Customer Payment Type: This determines the type of payment the user is making for their calls. "Pre-Paid" means the system will check the customers current prepaid balance in the system before allowing a call to be made. "PostPaid" means the system will allow the user to make any call at any time and assumes you will generate an invoice for the customer at a later date.
Default Protocol: (Best left at SIP and IAX). This setting allows the user to connect with either the SIP protocol, the IAX (Asterisk) protocol or Both SIP and IAX.
Billing Package: The billing package is the package you want the user to be on for billing. The billing package determines the cost of calls and can be set in the Billing section of the software. For more information on this please read the call tarrifs section of help.
Customer Route: The customer route section tells vspPanel where to send this customers calls. In most cases you will be using just 1 provider and you will be sending the calls out of that route, however for more complex routes please see the routes section of the manual.

The additional notes section of this menu is simply a note-taking tool, the notes on an account can be added and read by any system user user (admin or superuser). We suggest keeping notes on customers with special circumstances or account changes.

The final section of this menu is the "Credit Card Details" section. This section is designed to store customer credit card details for PostPaid accounts. If you enter a credit card for a pre-paid account the system WILL NOT automatically bill this customer when their credit expires. It is important to note that credit card information is viewable by superusers and administrators of the system and that it is encrypted when it is stored in the database.