freeside main menu

version 1.4.0 Freeside home page Documentation New interface

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• New Customer
• Search
  • customers (by last name and/or company)
  • customers (by credit card number)
  • accounts (by username)
  • domains (by domain)
  • invoices (by invoice number)
  • checks (by check number)
• Browse
  • customers (by customer number) (by last name) (by company)
  • invoices
    • open invoices (by invoice number) (by date) (by customer number)
    • 30 day open invoices (by invoice number) (by date) (by customer number)
    • 60 day open invoices (by invoice number) (by date) (by customer number)
    • 90 day open invoices (by invoice number) (by date) (by customer number)
    • 120 day open invoices (by invoice number) (by date) (by customer number)
    • all invoices (by invoice number) (by date) (by customer number)
  • financials
    • receivables report
    • tax reports
    • credit card receipts
    • in house credits
  • packages
    • packages (by package number)
    • packages with unconfigured services (by package number)
  • services
    • accounts (by service number) (by username) (by uid)
    • mail forwards (by service number) (by ?))
    • domains (by service number) (by domain)
  • unlinked services
    • unlinked accounts (by service number) (by username) (by uid)
    • unlinked mail forwards (by service number) (by ?))
    • unlinked domains (by service number) (by domain)
  • NAS ports
  • Job queue
  • Pending credit card batch
• Miscellaneous
  • Quick payment entry

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• Configuration
• Administration
  • View/Edit service definitions - Services are items you offer to your customers.
  • View/Edit package definitions - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services.
  • View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents.
  • View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type).
  • View/Edit referrals - Where a customer heard about your service. Tracked for informational purposes.
  • View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each.
  • View/Edit Access Numbers - Points of Presence
  • View/Edit invoice events - Actions for overdue invoices