Customer - Billing

The main objective of using CDR2Cloud is to have the ability to easily Invoice your customers for calls and other products/services that you have provided to them. CDR2Cloud provides an easy way for you to monitor and manage your customers account. This is also the same for your customers as CDR2Cloud provides customer access.

The Customer Billing Tab of the Customer Data Screen allows you view your account balance as well as other information as discussed below:

To view the Customer Billing screen please follow the steps below:

Steps

1. Click the [Customers] menu button to enter the Customer module and display the list of Customers
   

2. Using he [Search:] text box located at the top right of the Customer Listing, enter any piece of data for the Customer that you would like to Delete
   

   The Search feature of CDR2Cloud automatically searches for data related to the current module as soon as you have type 4 characters of more in the [Search:] text box. Example: When searching for a Customer you may type the Customers First Name, Last Name, Customer ID [UDF], Email Address, etc in the [Search:] text box. AS soon as the first 3 characters are entered the Search feature will display records in the list that meet the search criteria.
   You may also sort the Customer listing by clicking on the  button located next to the description of the any of the header columns. 

3. Click the  button to open the Customer record
   

   After opening a Customer record, be sure to note if there are any WARNING messages at the bottom of the screen.

   The CDR2Cloud system will check to ensure that a Customer record is enrolled in a Rate Table, Tax-Category, Auth-Code and Web Access. If no enrollments are located, WARNING messages will be displayed at the bottom of the screen as shown below:

   

   The WARNING messages will be automatically dismissed after 3 seconds, however you may dismiss them immediately by clicking on them.

4. If not already visible click on the  tab to open the Billing module. The Billing module will display the following:
   
   
   

   INFO

   Is it very important to note that a customers a/c balance is only affected by Payments or Recorded Invoices. For more information on Invoices please see the Create Invoice topic. For more information on Payments please see the topic.