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Creating and Managing Accounts

You can create Accounts in the m3ter Console for end customers who consume your Products:

• Accounts do not belong to a Product to allow for cases where an end customer takes more than one of your Products, and the charges for these Products differ.

• You must first attach a priced Plan or Plan Template to an Account before you can generate bills for the Account. If an end customer consumes more than one of your Products, you must attach a priced Plan or Plan Template to the Account for charging against each Product.

• When you have generated Bills against an Account, you can review these on the Account Overview tab.

• For some of your end customer Accounts, you might want to apply a Prepayment/Commitment for those end customers who have agreed to pay a set amount over a fixed contract term for one of your Products.

• You can create Child Accounts for end customers who hold multiple Accounts with you. You can then set up billing for the Parent/Child Account usage to have the end-customer billed once for the Parent Account, instead of having separate bills issued for usage against each of their multiple Accounts.

This section explain how to create and manage your m3ter Accounts:

• Creating an Account

• Attaching Plans to an Account

• Creating Custom Plans for Accounts

• Attaching Plan Groups to an Account

• Creating Custom Plan Groups for Accounts

• Creating Prepayments for Accounts

• Creating Contracts for Accounts

• Creating Balances for Accounts

• Submitting Usage Data for an Account

• Reviewing and Recalculating Bills for an Account

• Working with Parent/Child Accounts

• Creating and Managing External Mappings for Accounts