To transfer a customer account to another distributor:
Important: If the customer is subscribed to a non-delegated service plan, follow Transferring Customers with Non-Delegated Service Plans.
- Go to Billing > Operations > Customers.
- In the customers list, find the customer you want to transfer and click on his name or ID.
- At the General tab, scroll down and click the Transfer to Another Distributor button. The Transfer Account Wizard starts.
- New distributor: Select the distributor to which the account will be transferred.
- Set the transfer mode:
- Transfer subscriptions only. Recommended when transferring a customer account to a distributor that is a different legal entity. This ensures that customer payment method details are not passed to a different legal body, which is illegal in most cases, and that the customer will not inherit Terms&Conditions acceptance status from the source distributor.
- Transfer subscriptions, T&C acceptance history, and payments methods. Recommended when transferring a customer account to a distributor that is the same legally entity as the source distributor. In this case Terms&Conditions acceptance history gets remapped to the corresponding plans and resources of the target distributor, and customer's payment methods (if processed through the same merchant account by both distributors) are kept after the transfer.
- Check the Notify Customer box to send a transfer notification to the customer.
- Click Next to proceed.
- On the Currency Conversion Rate step, specify the currency conversion rate for a current currency and a new currency, and click Next.
- Review the summary at the confirmation screen and finish the transfer operation by clicking Transfer. A transfer order is created. You can track orders in the classic Provider Control Panel (PCP) and Reseller Control Panel (RCP) at Billing > Operations > Orders. After the account is transferred, its status becomes Transferred Out.