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version 1.4.0 Freeside home page Documentation

[ Sales / Customer service ] [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Sales / Customer service
New Customer Customer # or all customers by customer number Last name (all)FuzzySubstringExact or all customers by last name Company (all)FuzzySubstringExact or all customers by company Phone # Username (all)FuzzySubstringExact or all accounts by username or uid Domain or all domains

[ Sales / Customer service ] [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Bookkeeping / Collections

Quick payment entry Credit card # Invoice # Check # View pending credit card batch Packages (by next bill date range) Invoice reports Invoice event errors (failed credit cards) 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) Financial reports current receivables tax reports credit card receipts credit memos Administration 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 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 invoice events - Actions for overdue invoices

[ Sales / Customer service ] [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Reports

Auditing pre-Freeside services with no customer record unlinked accounts (by service number) (by username) (by uid) unlinked mail forwards (by service number) (by ?)) unlinked domains (by service number) (by domain) Packages packages (by package number) packages with unconfigured services (by package number) packages (by next bill date range) Invoices Invoice event errors (failed credit cards) 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) Financial reports current receivables tax reports credit card receipts credit memos Customers Search customers by order-taker SQL query: SELECT

[ Sales / Customer service ] [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Sysadmin

View active NAS ports View pending job queue Configuration Administration View/Edit exports - Provisioning services to external machines, databases and APIs. 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 advertising sources - 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 View/Edit message catalog - Change error messages and other customizable labels.