You can find this section in HostBill Admin → Orders & Accounts → Account → Client Account
Account billing section gathers all payment and billing information related with the account:
The account provisioning section is different for each account and depends on the product/service related with this account.
For each account the following fields are usually displayed:
Related services section lists the services that were ordered along with the main service for this account or the services that the admin assigned to this service (by using Assign button below). Related services can be for example hosting account and domain name or web design service.
Automation queue lists all actions that will be automatically performed on this Account in the nearest future and/or actions that for some reasons failed (the reasons for the failure can be found in Account Log section, as described below). The actions listed here can include generating the invoice, suspension, unsupension, next invoice due date et.c
Automation queue also allows to generate invoice and:
Apart from system actions, the automation queue can also list custom automation tasks created either for the given account or for the given product/service. You can read more about custom automation tasks in the related article.
Other fields that appear in Account Details depend on the module connected. Most of the modules will display following fields:
Additionally each module can store additional user information, for example Plesk module stores and lists here User ID and Plesk Subscription ID to identify the account and OnApp module displays Root Password in Account details.
Moreover, if the product contains any forms (as components), the form fields will also be displayed in Account details.
Various account types can have different template for account provisioning section.
For example OnApp module will display four tabs: apart from the provisioning tab, it will also contain Metered Billing, Virtual Machines and Addons tabs:
and Dedicated Servers tab will also display IPAM, Dedicated Servers Manager, Switch, PDU and Addons tabs:
Account Log section logs all the changes made to the account either by the client or by the admin, such as details change, password change, actions performed on the account (creation, suspension, unsuspension etc) and also all automated tasks. The log contains:
Addons section lists the addons connected to this account. The list displays addon name, price and status. The admin can add addons to the account at any time, by clicking Add addon button and configuring it's options. Addon can be selected from the drop-down list of available addons, you also need to provide addon price and gateway.
Addon details (billing cycle, setup fees etc) are configured earlier but can be edited for the given account at any time by the admin :
This option available for some accounts (depending on the module connected) allows to synchronize HostBill account details with the app server. The synchronization will also check if the user exists on the server, if the password is valid, or if the account is still active. If the synchronization fails you will be given information about the cause, as seen the the image above.
Change owner option (under More actions button) allows you to change the account ownership and to assign the account to another client. When you choose this option you will be presented with a drop-down list of your clients to choose from (you can start typing client name to see matching results).
This action will also change order details to assign it to the new account owner.
Each admin can add internal notes to the account. You can use the note section for example to write down important account changes and actions or some information about or provided by the client.
The notes are only visible to staff members with relevant permission level.
This option allows you to disable automatic account suspension for given number of days or until specific date. The override automatic suspension date will be displayed in the Account provisioning details. This feature is especially useful for example for internal admin accounts or if you want to make some specific payment agreement with your client.
This option allows to copy the service with all its components and details to a new order draft. The draft can be used to duplicate the service for the same customer, or the client details can be changed and the service can be assigned to another customer.
This option allows to choose the date until which the customer will not be able to place cancelation request on this service.
At any point of the billing cycle your customers can request cancellation of their service that is Active. HostBill offers two types of cancellation requests:
The cancellation requests both made by client in their client area and by the staff are displayed at the top of the account details page as well as on the account listing. Cancellation requests report includes the date when the request was made, type of the request and schedules processing time.
HostBill will add the cancellation task to the task queue and terminate the account at the specified period. If the cancellation request is made by the client admin can either Cancel the account (and terminate it immediately) or delete the request (for example if the client changes their mind).
All cancellation requests are logged in Cancellation Requests Log.