Before adding customers please read how billing works.

To add a customer

1. Log in to the Enswitch web interface.
2. If you haven't already done so, make a rate plan.
3. Go to Commerce » Customers.
4. Click the "New" button.
5. Choose whether to make a normal or residential customer.
6. If adding a residential customer, choose a number for their account. This will be their customer name, telephone number, SIP account, mailbox, and person account.
7. Enter the following:
   • If adding a residential customer, the person's name.
   • If adding a normal customer, a name for the customer.
   • Optionally a description.
   • An account number. Customers enter this when toping up their account with vouchers.
   • Whether to include this customer's numbers in a directory. This can be overridden per number later.
   • If your system has been configured for customer prefixes, a numerical prefix.
   • Whether the customer is locked from using the web interface and/or making calls.
   • The maximum amount the customer may spend per day before being locked.
   • The maximum number of concurrent calls the customer may make.
   • Whether to purge the customer's voicemails.
   • The maximum number of voicemails per mailbox directory. Faxes are not affected by this setting.
   • Whether the customer may receive callerid from external sources.
   • If your system is configured for regions, the region the customer is in.
   • The time zone the customer is in. This affects all dates and times the customer sees on the web and invoices.
   • The default dial plan.
   • The rate plan. If you are a reseller and the system owner has shared any rate plans, these will appear, along with your own rate plans.
   • The billing type.
   • Optionally a billing reference. This is included on call history reports; useful if you bill calls with an external application.
   • Optionally a tax reference. This is shown on invoices.
   • The customer's payment type.
   • How long after invoices are produced for this customer they become due.
   • Whether to send invoices to the customer.
   • Whether to send invoices in .pdf or .xml format.
   • How much detail to include on invoices.
   • The currency to record the customer's balance in, produce invoices in, etc.
   • The customer's minimum contract, if any.
   • A credit limit. This is the amount the customer's balance may go below zero before they may no longer make calls. For pre-paid customers, this should normally be "0.00". For post-paid customers, set this to the maximum they are allowed to spend each month.
   • If any taxes have been defined, which the customer is liable for.
   • Whether to email the customer when their balance drops below a preset limit. "0.00" disables this feature.
   • Whether to automatically top-up the customer when this happens.
   • The customer's billing address.
   • Whether to give a percentage of the revenue or profit from this customer to another customer as an affiliate fee.
8. Click the "Save" button. An email will be sent to the customer with their login details.
9. If adding a normal customer, make any people, telephone lines, etc, for the customer as desired by switching to them.