The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and yearly. It is convenient to use quarterly due to VAT declaration.
You can switch off year quarter rounding in Invoicing Settings General, ID floating_period.
It displays all information related to a currently selected client. On the left side of the screen, there are tabs in which you may work in relation to each section. Client card is accessible from Client Contacts upon clicking on a requested contact. The same applies on any place in the app where you can click on client´s name, e.g. in Scheduling or Invoicing.
Define SMS templates in Settings Other SMS templates
Define email templates in Settings Other E-mail templates.
Client´s first name and surname or company name. We strongly recommend to use Surname First name due to better sorting in case of bigger numbers of clients.
Client´s number is stored in the database. It is a unique identifier which is further used in the system, hence its uniqueness. Client number is further used as variable symbol for invoices, and also as default login to client portal.
Click on 
to display address on http://maps.google.com.
Contact person for companies. While adding a new client, click on Business Client to enable this option.
Main client´s email.
Email used for invoices - invoices are sent to clients using their Invoicing email. If no Invoicing email is entered, common e-mail is used.
Email used for technical info.
Email used for business info.
Phone number used for communication with the client.
Mobile phone number used for communication with the client. If you use an SMS gateway, SMS will be sent to this number.
Client´s/company web pages.
Each client can belong to a group. Examples: Company Employees, VIP etc. Set groups in Settings Code lists Clients Client groups
Client´s status. You may sort clients by this status. Examples: Connected, Disconnected, Restricted, Normal, Gamer, Downloader, Spammer, Dodger. Set status in Settings Code lists Clients Client status
Date when client was entered to the system.
A person or a company
Login name to Client portal.
When you add a new client, settings from Settings System settings Client portal, ID ci_enable_login_name_creation is applied, i.e. name is either automatically filled in based on client number, or you may enter it manually.
Password to the Client portal. While adding the client to the system, password is automatically generated.
Date and time of last update of client information. You will find more details in History tab in Client card.
Name of last editing administrator.
Time and date of last login to client portal. Click on 
to display information from Statistics History, Clients sign on - client portal. This way you have record of usage of client´s portal.
This item is linked with CMTS module; it stores information on clients connected via cables. It is a number of socket which the client is connected to. Click on to display information on CATV connection in building in question.
Option to display external link in Client card (set it up in Settings System settings General, ID external_client_link; description displayed in Client card is in ID external_client_link_description).
Used only for self-employed and companies.
Value-added tax ID. Used only for self-employed and companies.
Client´s bank account number.
IBAN is international bank account number enabling foreign payments.
BIC is 8- or 11-digit number identifying client´s bank.
Note on signing a contract. You may complete it with contract returned date. 
Means that items is not filled.
If a client keeps paying with wrong variable symbol causing his payments fail to be matched to the invoices, you can enter up to 3 variable symbols which are used by the client, and thus his payments get matched. Better solution, however, is to have the client pay with correct variable symbol.
Invoicing Settings Invoice group
Each client belongs to a certain invoice group which represents provider´s company. If you are one company, one invoice group is sufficient. Some ISP´s compose of more companies, hence more invoice groups for each company. Each invoice group has its own logo and stamp for invoices. Also, all data such as numerical series, invoicing, statistics or clients are kept separately. Each invoice group must have its own numerical series.
Client´s payment option Set payment options up in Invoicing Settings Code lists Payment types.
If an invoice is not paid within a selected number of days, client will be suspended automatically. General settings are in Invoicing Settings General, ID pozastavit_neplatice, pozastavit_neplatice_min_castka and pozastavit_po_splatnosti. These settings are not applied, if you select Don´t suspend client.
Maturity of an invoice. Set it up in Invoicing Settings General.
Client receives invoices by post. Client does not receive invoices by post.
Client receives invoices by email. Client does not receive invoices by email.
It represents a numeric expression of client´s payment morale. The value means a sum of positive days, if invoice is paid prior to due date, and a sum of negative days, if invoice is paid after due date. It is a so-called total scoring. For instance, if a client pays 2 days prior to due date each month for 10 months, his scoring is 2+2+2+2+2+2+2+2+2+2=20. And vice versa, if he pays 2 days after due date, his scoring is -20.
You may treat your client based on scoring number - clients with positive scoring may receive more attention and quicker response to their requirements, and vice versa.
It is a total client scoring divided by number of invoices. For instance, if a client pays 2 days prior to due date each month for 10 months, his average scoring is 2 (20/10). Ideally, both average and total scoring should be positive.
You may treat your client based on scoring number - clients with positive scoring may receive more attention and quicker response to their requirements, and vice versa.
Actual balance of client´s account. Positive number means an overpayment, and negative one is a debt.
Global coordinates used in conjunction with Google Maps to display place of installation on the map. Format 49° 57' 53.19'' N, 16° 58' 25.24'' E is used.
Client card with Internet statistics is displayed.
Defined in Active services, the options are: - No invoicing, 
Monthly, 
Quarterly, 
Half-yearly, 
Annually
Type of client connection, e.g. WiFi 5GHz, RADIUS. Set up client type in Settings Code lists Clients Service type
Client´s connection date, or date when service was added.
Home or installation address. Installation address is displayed by default, if it differs from domicile. Installation address is set for each active service.
Service which is not included in one of the following: Internet, CATV, VOIP, DVBC, IPTV, Mobile. Nevertheless, it is a recurring service which is charged for, e.g. web hosting, network management etc.
Allocated speed base on service or tariff set-up.
IP address under which the client is stored in the system, i.e. routerboard wlan interface address (routed network) or wi-fi PCI card address (bridged network). ISPadmin automatically offers the first free IP within address range on a given router.
Set public IP ranges in Settings Code lists IP ranges.
When client´s IP address is filled in, it is then entered into Mikrotik. Failing which IP address from DHCP pool is used by Mikrotik. Framed-IP-Address attribute is created.
The system sets up its own queue tree in most cases. This one is a special client´s queue tree. It must be defined in Mikrotik manually and then loaded into the ISPadmin, and tested. QT can be selected only if 1:1 aggregation is used, otherwise the special QT is not displayed. Set up queue trees in Hardware RoutersAll.
