Understanding autorefills and autocharges

This example is written for the Canistracci OIL tenant. Create the objects with a Docs Demo prefix, test them on non-production numbers, and then adapt the same structure for the production tenant.

Autorefills and Autocharges are two distinct features available from the Admin/Balance Dashboard page and they serve different purposes, even if the name may be similar.

The Autocharges applies a fixed amount of credit (or debit) to the tenant account, based on the schedule set. So, for example, if every month you apply a renting of $2 for each of the phone equipment, that is the correct place to configure it.

The autorefills instead restore a certain amount of credit into the tenant account. For example, you run a postpaid tenant and you want to reset to zero its credit every month, just set the autorefill to zero for that tenant. If every month you want to give a certain credit to the tenant to be used, set the autorefill to that amount and regardless how much the tenant has used, its credit will be set to that amount.

Validation

• Confirm the tenant selected in the top bar is Canistracci OIL before creating the example.
• Verify the created objects appear in the expected Configuration menu page.
• Place a controlled test call or run the related status check.
• Remove or disable temporary test numbers when the example is no longer needed.