2 <% my $conf = new FS::Conf; %>
9 <BODY BGCOLOR="#FFFFFF">
13 <IMG BORDER=0 ALT="freeside" SRC="images/small-logo.png">
15 <td align=left rowspan=2> <!-- valign="top" -->
16 <font size=6><%= $conf->config('company_name') %> Billing</font>
18 <td align=right valign=top>Logged in as <b><%= getotaker %></b>
22 <td align=right valign=bottom>
28 <A HREF="http://www.sisd.com/freeside">Freeside</A> v<%= $FS::VERSION %><BR>
29 <A HREF="docs/">Documentation</A><BR>
32 <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
34 <td bgcolor=#000000></td>
37 <A HREF="http://www.bestpractical.com/rt">RT<A> v<%= $RT::VERSION %><BR>
38 <A HREF="http://wiki.bestpractical.com/">Documentation</A><BR>
53 [<A NAME="customer_service" style="background-color: #cccccc"> Sales / Customer service </A>]
54 <% if ( $conf->config('ticket_system') ) { %>
55 [ <A HREF="#ticketing">Support / Ticketing</A> ]
57 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
58 [ <A HREF="#reports">Reports</A> ]
59 [ <A HREF="#sysadmin">Sysadmin</A> ]
60 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
61 <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
63 <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
65 <BR><FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="custnum_on" VALUE="1">Customer # <INPUT TYPE="text" NAME="custnum_text"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=custnum">all customers by customer number</A></FORM>
66 <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="last_on" VALUE="1">Last name <INPUT TYPE="text" NAME="last_text"><SELECT NAME="last_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=last">all customers by last name</A></FORM>
67 <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="company_on" VALUE="1">Company <INPUT TYPE="text" NAME="company_text"><SELECT NAME="company_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=company">all customers by company</A></FORM>
68 <% if ( $conf->exists('address2-search') ) { %>
69 <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="address2_on" VALUE="1">Unit <INPUT TYPE="text" NAME="address2_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
71 <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="phone_on" VALUE="1">Phone # <INPUT TYPE="text" NAME="phone_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
72 <BR><FORM ACTION="search/svc_acct.cgi" METHOD="GET">Username <INPUT TYPE="text" NAME="username"><SELECT NAME="username_type"><OPTION VALUE="All">(all)</OPTION><OPTION>Fuzzy</OPTION><OPTION>Substring</OPTION><OPTION SELECTED>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_acct.cgi?username">all accounts by username</A> or <A HREF="search/svc_acct.cgi?uid">uid</A></FORM>
73 <BR><FORM ACTION="search/svc_domain.cgi" METHOD="GET">Domain <INPUT TYPE="text" NAME="domain"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_domain.cgi?domain">all domains</A></FORM>
74 <BR><FORM ACTION="search/svc_broadband.cgi" METHOD="GET">IP Address <INPUT TYPE="text" NAME="ip_addr"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_broadband.cgi?svcnum">all services by svcnum</A> or <A HREF="search/svc_broadband.cgi?blocknum">address block</A></FORM>
75 <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
76 <BR><A HREF="search/svc_www.cgi?svcnum">all virtual hosts by svcnum</A><BR>
77 <BR><A HREF="search/svc_external.cgi?svcnum">all external services by svcnum</A><BR>
84 <% if ( $conf->config('ticket_system') ) { %>
86 [ <A HREF="#customer_service">Sales / Customer service</A> ]
87 [<A NAME="ticketing" style="background-color: #cccccc"> Support / Ticketing </A>]
88 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
89 [ <A HREF="#reports">Reports</A> ]
90 [ <A HREF="#sysadmin">Sysadmin</A> ]
91 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
92 <TR><TH BGCOLOR="#cccccc">Support/Ticketing</TH></TR>
94 <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
95 <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
99 <LI><A HREF="search/cust_main.cgi?browse=tickets">Customers sorted by active tickets</A>
100 <!-- <LI><A HREF="">Active tickets not assigned to a customer</A> -->
102 <BR><FONT SIZE="+1"><A HREF="<%=FS::TicketSystem->baseurl()%>">Ticketing Main</A></FONT>
113 [ <A HREF="#customer_service">Sales / Customer service</A> ]
114 <% if ( $conf->config('ticket_system') ) { %>
115 [ <A HREF="#ticketing">Support / Ticketing</A> ]
117 [<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
118 [ <A HREF="#reports">Reports</A> ]
119 [ <A HREF="#sysadmin">Sysadmin</A> ]
120 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
121 <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
123 <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
125 <BR><FORM ACTION="search/cust_main.cgi" METHOD="GET">Credit card # <INPUT TYPE="hidden" NAME="card_on" VALUE="1"><INPUT TYPE="text" NAME="card"><INPUT TYPE="submit" VALUE="Search"></FORM>
126 <FORM ACTION="search/cust_bill.html" METHOD="GET">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
127 <FORM ACTION="search/cust_pay.cgi" METHOD="GET">Check # <INPUT TYPE="text" NAME="payinfo" SIZE="8"><INPUT TYPE="hidden" NAME="payby" VALUE="BILL"><INPUT TYPE="submit" VALUE="Search"></FORM>
128 <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A> <BR><BR><A HREF="search/cust_pkg_report.cgi">Packages (by next bill date range)</A>
129 <BR><BR>Invoice reports
131 <LI>open invoices (<A HREF="search/cust_bill.html?OPEN_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN_custnum">by customer number</A>)
132 <LI>15 day open invoices (<A HREF="search/cust_bill.html?OPEN15_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN15_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN15_custnum">by customer number</A>)
133 <LI>30 day open invoices (<A HREF="search/cust_bill.html?OPEN30_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN30_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN30_custnum">by customer number</A>)
134 <LI>60 day open invoices (<A HREF="search/cust_bill.html?OPEN60_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN60_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN60_custnum">by customer number</A>)
135 <LI>90 day open invoices (<A HREF="search/cust_bill.html?OPEN90_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN90_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN90_custnum">by customer number</A>)
136 <LI>120 day open invoices (<A HREF="search/cust_bill.html?OPEN120_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN120_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN120_custnum">by customer number</A>)
137 <LI>all invoices (<A HREF="search/cust_bill.html?invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?date">by date</A>) (<A HREF="search/cust_bill.html?custnum">by customer number</A>)
139 <A HREF="search/report_cust_bill.html">Advanced invoice reports</A><BR><BR>
140 Invoice event reports
142 <LI><a href="search/cust_bill_event.html">All invoice events for a date range</a>
143 <LI><a href="search/cust_bill_event.html?failed=1">Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.)</a>
145 <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
146 <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
147 <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
148 <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
149 <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
150 <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
161 [ <A HREF="#customer_service">Sales / Customer service</A> ]
162 <% if ( $conf->config('ticket_system') ) { %>
163 [ <A HREF="#ticketing">Support / Ticketing</A> ]
165 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
166 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
167 [ <A HREF="#sysadmin">Sysadmin</A> ]
168 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
169 <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
172 <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
173 Auditing pre-Freeside services with no customer record
175 <LI>unlinked accounts (<A HREF="search/svc_acct.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_acct.cgi?UN_username">by username</A>) (<A HREF="search/svc_acct.cgi?UN_uid">by uid</A>)
176 <!-- <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
177 <LI>unlinked domains (<A HREF="search/svc_domain.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_domain.cgi?UN_domain">by domain</A>)
178 <LI>unlinked externals (<A HREF="search/svc_external.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_external.cgi?UN_id">by id</A>)
182 <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
183 <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
184 <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
185 <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
187 <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
188 <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
191 <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
193 <FORM ACTION="search/sql.html" METHOD="GET">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>
204 [ <A HREF="#customer_service">Sales / Customer service</A> ]
205 <% if ( $conf->config('ticket_system') ) { %>
206 [ <A HREF="#ticketing">Support / Ticketing</A> ]
208 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
209 [ <A HREF="#reports">Reports</A> ]
210 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
211 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
212 <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
215 <!-- <BR>View active NAS ports:
216 <A HREF="browse/nas.cgi">session server</A>
217 <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
219 <A HREF="browse/queue.cgi">View pending job queue</A>
220 <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
221 <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
222 <BR><A HREF="misc/dump.cgi">Download database dump</A>
223 <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
224 <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
225 <BR><BR><A NAME="admin">Provisioning, services and packages</a>
227 <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
228 - Provisioning services to external machines, databases and APIs.
229 <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
230 - Services are items you offer to your customers.
231 <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
232 - One or more services are grouped together into a package and
233 given pricing information. Customers purchase packages, not
236 <A NAME="admin_agent">Resellers</a>
238 <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
239 - Agent types define groups of package definitions that you can
240 then assign to particular agents.
241 <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
242 - Agents are resellers of your service. Agents may be limited
243 to a subset of your full offerings (via their type).
245 <A NAME="admin_billing">Billing</a>
247 <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A>
248 - Actions for overdue invoices
249 <LI><A HREF="search/prepay_credit.html">View/Edit prepaid cards</A>
250 - View outstanding cards, generate new cards
251 <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
252 - Manage rate plans, regions and prefixes for VoIP and call billing.
253 <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
254 - Change tax rates, or break down a country into states, or a state
255 into counties and assign different tax rates to each.
257 <A NAME="admin_svc_acct">Dialup</a>
259 <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
262 <A NAME="admin_svc_broadband">Fixed (username-less) broadband</a>
264 <LI><A HREF="browse/router.cgi">View/Edit routers</A>
265 - Broadband access routers
266 <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
267 - Manage address blocks and block assignments to broadband routers.
269 <A NAME="admin_misc">Miscellaneous</a>
271 <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
272 - Where a customer heard about your service. Tracked for
273 informational purposes.
274 <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
275 - Locally defined fields
276 <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A>
277 - Change error messages and other customizable labels.
282 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
283 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
284 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
285 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
286 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
287 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
288 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
289 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>