@@ -5,86 +7,280 @@

X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=90a14b1d5eb96c1e2a9c32d4f44ec424d6bcd76f;hp=2fbc062215bccf904681580418bec522239ff006;hb=c2146ae32fdef80049abfa13098db2d45f3ebdd5;hpb=f5266a4d07d116efd732f433d0f4f3a47b143a7d diff --git a/httemplate/index.html b/httemplate/index.html index 2fbc06221..90a14b1d5 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,3 +1,5 @@ + +<% my $conf = new FS::Conf; %> @@ -5,86 +7,280 @@ - - +

- -

- freeside main menu -

+ + + + + + + +

+ <%= $conf->config('company_name') %> Billing +

Logged in as <%= getotaker %> +

+ + + + + <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> + <% eval "use RT;"; %> + + + <% } %> + + +

+ + Freeside v<%= $FS::VERSION %>
+ Documentation
+ +

+ + RT v<%= $RT::VERSION %>
+ Documentation
+ +

+ +

- - Freeside home page - -
- Documentation - -

New Customer -
Search -
-

Browse -

customers (by customer number) (by last name) (by company) -

invoices + +
+ + +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Sales / Customer service
+ New Customer + + Customer # or all customers by customer number + Last name or all customers by last name + Company or all customers by company +<% if ( $conf->exists('address2-search') ) { %> + Unit +<% } %> + Phone # + Username or all accounts by username or uid + Domain or all domains + IP Address or all services by svcnum or address block + all mail forwards by svcnum + all virtual hosts by svcnum + all external services by svcnum + +

Sales / Customer service

+
New Customer +
+
+ + +<% if ( $conf->exists('address2-search') ) { %> + +<% } %> + +
+
+
+
all mail forwards by svcnum
+
all virtual hosts by svcnum
+
all external services by svcnum
+
+

+ +

+ +<% if ( $conf->config('ticket_system') ) { %> + +[ Sales / Customer service ] +[ Support / Ticketing ] +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Support/Ticketing
+ <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> + Ticketing Main + + Reports + + Customers sorted by active tickets + + <% } else { %> + Ticketing Main + + <% } %> +

+ +

+ +<% } %> + + +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ 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 - 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) + Invoice event errors (failed credit cards, processor or printer problems, etc.) + open invoices (by invoice number) (by date) (by customer number) + 15 day 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) - packages - - packages (by package number) - packages with unconfigured services (by package number) - - services - - accounts (by service number) (by username) (by uid) - domains (by service number) (by domain) - - unlinked services - - unlinked accounts (by service number) (by username) (by uid) - unlinked domains (by service number) (by domain) - - NAS ports - Joe queue - - Administration + Payment report (by type and/or date range) + Credit report (by employee and/or date range) + Sales, Credits and Receipts Summary + Accounts Receivable Aging Summary + Prepaid Income (Unearned Revenue) Report + Sales Tax Liability Report + +

Bookkeeping / Collections

+
Quick payment entry +
+
+ + +
View pending credit card batch

Packages (by next bill date range) +

Invoice reports

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) +
Invoice event errors (failed credit cards, processor or printer problems, etc.) +
open invoices (by invoice number) (by date) (by customer number) +
15 day 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)

packages -

services -

accounts (by service number) (by username) (by uid) -
domains (by service number) (by domain) -

unlinked services -

unlinked accounts (by service number) (by username) (by uid) -
unlinked domains (by service number) (by domain) -

NAS ports -

Joe queue - -

Administration + Payment report (by type and/or date range) +

Credit report (by employee and/or date range) +

Sales, Credits and Receipts Summary +

Accounts Receivable Aging Summary +

Prepaid Income (Unearned Revenue) Report +

Sales Tax Liability Report +

+

+ + + +

+ + + +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Reports

Reports
+ + RADIUS sessions + Auditing pre-Freeside services with no customer record + + unlinked accounts (by service number) (by username) (by uid) + + unlinked domains (by service number) (by domain) + unlinked externals (by service number) (by id) + + Packages + + all packages (by package number) + suspended packages (by package number) + packages with unconfigured services (by package number) + packages (by next bill date range) + + Package definitions (by number of active packages) + Service definitions (by number of active services) + Customers + + Search customers by ordering employee + + SQL query: `SELECT` + + +

+
+ RADIUS sessions

+ Auditing pre-Freeside services with no customer record +

unlinked accounts (by service number) (by username) (by uid) + +
unlinked domains (by service number) (by domain) +
unlinked externals (by service number) (by id) +

+ Packages +

+ Package definitions (by number of active packages)

+ Service definitions (by number of active services)

+ Customers +

Search customers by ordering employee +

+ + +
+

+ + + +

+ + +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Sysadmin
+ + + View pending job queue + Batch import customers from CSV file + Batch import charges from CSV file + Download database dump + + Configuration + Provisioning, services and packages + 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. + + Resellers + 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. + + Billing + + View/Edit invoice events + - Actions for overdue invoices + View/Edit prepaid cards + - View outstanding cards, generate new cards + View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing. 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 POPs + + Dialup + + View/Edit access numbers - Points of Presence - + Fixed (username-less) broadband + + View/Edit routers + - Broadband access routers + View/Edit address blocks + - Manage address blocks and block assignments to broadband routers. + + Miscellaneous + + View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. + View/Edit virtual fields + - Locally defined fields + View/Edit message catalog + - Change error messages and other customizable labels. + + +

Sysadmin

+
+ + View pending job queue +
Batch import customers from CSV file +
Batch import charges from CSV file +
Download database dump +

+ Configuration +

Provisioning, services and packages

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. +

+ Resellers +

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. +

+ Billing +

View/Edit invoice events + - Actions for overdue invoices +
View/Edit prepaid cards + - View outstanding cards, generate new cards +
View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing.
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 POPs +

+ Dialup +

View/Edit access numbers - Points of Presence

- + Fixed (username-less) broadband +

View/Edit routers + - Broadband access routers +
View/Edit address blocks + - Manage address blocks and block assignments to broadband routers. +

+ Miscellaneous +

View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. +
View/Edit virtual fields + - Locally defined fields +
View/Edit message catalog + - Change error messages and other customizable labels. +

+
+

+

+

+

+

+

+

+

+