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Re: slave account vs. sub-account

From: Shawn Hogan
Date: Tuesday, May 6, 2003
Time: 10:35:53 am

Optigold List wrote:

> Can you please give me a clear explanation of the differences between the=
se
> two account types, and maybe an example of when you=B9d use each? I=B9m stil=
l
> unclear when to use which type so I haven=B9t ever used either one yet.

From the Optigold ISP user's guide:

----
What are master and slave accounts?

A master account is any normal account (a master account is any account
unless it=B9s a slave account).

A slave account is any extra dialup account that is billed through the
master account. A slave accounts status, expiration date, etc. is all base=
d
on its master account.

An example of when a slave account would be used would be if a business
customer had 10 dialup accounts. You probably don=B9t want to send them 10
bills... instead, you have 9 slave accounts, and they are all billed throug=
h
the master account (so they only receive one bill).

One issue that may arise with the above example, is that if the slave
accounts are worth time credit, the account will be credited with 10 months
credit instead of one. The best thing to do would be to create a separate
slave account product that isn=B9t worth any time credit.
----
Multiple Billing Cycles

If you have customers that need multiple billing cycles (for whatever
reason), you can do so using the sub-account function of Optigold ISP.

An example of this would be if subscriber A had a dialup account. Some tim=
e
down the road they decide to get a website and you supply their web hosting
service as well. If you let them bill their web hosting account on a
completely different billing cycle as their primary account, you can break
it into a sub account. For example if they are billed monthly for their
dialup and yearly for their hosting.

Since the customer would be getting different bills at different times, and
the billing cycles for the different services are independent of each other=
,
you will want to have Optigold ISP automatically create a sub-account.

While viewing the customer you wish to add the extra service(s) to, go to
the Script menu and select Create Sub-Account. This will create an
identical customer record with a blank billing cycle. You will visually
know that the customer has other sub-accounts because they will be grouped
together and the Group Of button will show more than one.
----

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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