Manage Account

The Manage Account section allows you to view and manage all critical details related to each customer account in one place. This feature gives you full control over account information, ensuring that you can easily access and track account activities.

1. Account Details Overview

On the Manage Account page, you can view and update key information about each customer’s account. This includes:

• Account ID: A unique identifier for each customer account.

• Account Name: The name registered with the customer’s account.

• Branch Name: The branch where the account is managed.

• Mobile: The customer's contact number for communication.

• Balance: The outstanding balance owed by the customer.

• Last Seen: The last time the account was active or accessed.

2. Payment Options

• Advance: If the balance is less than 1, the Advance option is displayed, allowing prepayment when there is no outstanding balance. This option enables customers to make prepayments, ensuring credit availability for future services. Clicking the Advance button takes you to the payment page, where customer details like Account ID, Name, Mobile, and Email are displayed. You can then enter the desired advance amount and proceed with the payment.

• Payment: If the balance is greater than 1, the Payment option is shown, enabling easy balance settlement. Clicking the Payment button opens a payment page where the amount is predefined based on the customer’s current outstanding balance, simplifying the process of clearing dues.

• Recharge: Available exclusively for Prepaid Accounts, the Recharge option allows customers to top up their balance efficiently, becoming accessible only once any outstanding balance is cleared.

  If the account balance is 0 or below, the Payment button is displayed first, enabling the customer to settle any outstanding balance. Once the payment is completed, the Recharge option becomes available, directing customers to the Plan Selection page. This process ensures that customers clear outstanding balances before selecting a new plan or continuing with an active one.

  On the Plan Selection page:

  • If an active plan exists: The current plan will be shown first, with an option to continue with it.

  • If no active plan is present: The customer can select a new plan from the available list and proceed with payment.

These options are useful for managing customer payments efficiently. The Advance option allows you to collect prepayments from customers, ensuring they have credit available for future services. The Payment option is used to settle outstanding balances, making it easy to keep track of customer payments and maintain accurate billing records. These options streamline the payment process, making it simple to manage both advance and regular payments through a few quick steps.

3. Filtering and Searching for Accounts

To help you locate specific accounts quickly, filters such as Branch Name, Area Name, Account Status, Account Manager, Sales Executive, Reseller Name, and Quick Search are available. These filters allow you to refine your search based on specific criteria, making account management more efficient.

4. Viewing Detailed Account Information

Using the Tag Icon, you can view detailed information for a particular account. The account details are divided into several tabs for better organization:

• General Details: Basic information about the account.

• Contact Details: Contact information such as phone numbers, email, and addresses.

• Order Tab: Displays all orders placed against the account.

• Billing Details: Information related to billing and invoicing for the account. This tab now includes an option for Prepaid customers:

  • Prepaid

    • Connection Suspension: Services for prepaid customers will be automatically suspended the day after the plan's expiry if no renewal or recharge is made.

    • Reconnection: Services can be reactivated once the customer renews or purchases a new plan, restoring full access.

  • Postpaid

    • Payment Deadline: Postpaid customers have a 15-day grace period from the invoice generation date to complete payment. If payment is not received within this time, the connection will be suspended.

    • Reconnection: Once payment is received, the connection will be reinstated according to the customer’s order plan.

• Technical Details: Includes technical specifications like IP address, router brand, and connection type.

• Invoice Tab: A detailed history of all invoices generated for the account.

• Payment Tab: Information on payments made, due, and any payment-related issues.

• Tag Tab: Additional account tags that categorize or label the account.

• Comments Tab: Any notes or comments added for internal reference.

• Log Tab: A detailed log of all changes made to the account, including the date, the user who made the changes, and a description of the updates.

5. How this Page Helps You?

The Manage Account page serves as a central hub for everything related to customer accounts. It provides you with quick access to all the information you need to manage your customers efficiently. Whether you need to review payment history or process a new advance payment, this page consolidates all the relevant data and tools in one place.

With features like detailed filtering, historical logs, and easy access to payment functions, the Manage Account page ensures you can manage accounts smoothly, stay on top of outstanding balances, and offer better customer service.