Internal accounts
Mark your own team, test customers and free accounts as internal so their services cost nothing and they stay out of your revenue figures.
An internal account is a client who is on the house: your own team, test customers, partners. Everything they use is free, and they are left out of your reports so they do not distort revenue.
Mark a client as internal#
- Open Clients, choose the client and click Edit.
- Tick Internal account.
- Save.
The client list shows an Internal badge next to the name, and the Internal tab on the client list shows all of them. The REST API has the same switch as is_internal.
Untick it to put things back to normal.
What changes#
Prices. Every service the client has is set to 0. New orders, services created from quotes, plan changes and usage charges are all free for them, and no setup fees are charged. They still get renewal invoices, but for 0, and those settle themselves without a payment. The price a service would normally cost is remembered, and unticking Internal account restores it.
Reports. Internal clients are left out of:
- the dashboard's revenue, outstanding and overdue figures, and its active-service and new-client counts;
- the totals on the Payments and Invoices pages;
- the same summaries in the REST API.
Their invoices, payments and services still appear in the lists, so nothing is hidden from staff. Plugins and your own queries can use ->external() on the Client, Invoice, Payment, Service and Quote models to do the same.
Things to know#
- Invoices that were already open when you marked the client internal are left as they are. Void them or record a payment yourself.
- If you edit an internal service's price, it stays at 0. A figure you type is remembered as the price they would pay if the flag came off.
- Servers still count internal services toward their capacity.
- On a plan change the new price is always 0 for an internal account. The remembered price becomes the new plan's list price.