Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Account List View: Overview
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Payment Reversal vs Refund vs Voiding
Creating Discounts for Services and Packages
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
Email Invoice Batch: Overview
Billing Calculator
Proration Calculator
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Categories: Overview & Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
FCC Form 477: General Overview and Usage
Invoices in Sonar: Examples, Creation & Contents
Integrations
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Geofences: Overview
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
Setting Up a DHCP Batcher
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
Pulse, Polling, and PHP
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Building a Device Mapper
Sonar IP Addressing
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Sales Whitepapers
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
API Calls Using Third Party Applications - Personal Access Tokens
The New Sonar API
A Deeper Dive into the new Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
API Wrappers for V1 Compatibility
My Info: Your Personal User Settings
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Table of Contents
- All Categories
- Accounts
- Account Types: Overview & Example Use Cases
Account Types: Overview & Example Use Cases
Updated
by Mitchell Paul-Soumis
What are Account Types
Account Types in Sonar represent a categorization method for various Accounts added into your instance. These categories serve two main purposes:
- Identification of accounts in reporting and at a glance in the account list
- Assigning Billing Defaults
Functionally, Account Types are simply another layer of distinction on accounts, similar to account groups and account names.
Using Account Types
Account Types are used specifically to identify and associate accounts together, which would share similar billing practices, network activation, and reporting.
While Account types do contain 3 default categories - Residential, Commercial, and Government - additional Account Types can be added to your instance to allow you to further distinguish accounts on your service.

Creating a new Account type
- Assign a name to your new Account Type. This name is what will be displayed in the account itself, as well as on reports
- Select a color for easy identification. This can be done with a color picker, or by using the HEX code for the color
- Select an icon. Same as the color, this is used purely as an additional layer of identification
- The underlying type of this custom created Account Type is used for Sonar's Tax Automation, dictating how accounts of this type are treated treated in places that Sonar differentiates between commercial and residential accounts (ex: in FCC form 477).
- The Invoice Message allows you to attach a message created under Financial -> Invoice Messages to all invoices generated for this account type.
How Account types Interact within Sonar
Account Types in Sonar exist primarily to simplify organization, allowing you to filter the account view by Account Types.
Customizing Account types offer further control, creating entirely new Account Types allows you to set more specific Billing Defaults for smaller groups of accounts. Custom Account types also allow you a custom naming scheme while retaining the central types for FCC Form 477.
Finally, Account Types can have specific Address Lists and RADIUS Groups attributed to them making network activation and management a breeze for individual account types.
Account Type Examples:
Listed Below are some Common Custom Account Types, and why you may want to consider using them
Employee
An Employee Account Type is useful for quickly organizing all of your employees at a glance, while maintaining their residential distinction for tax automation purposes.
The other advantage of an employee Account Type is how it could function with an employee address list as well. For more information on Address Lists and their creation, check out that knowledge base article here.
Tower Host
A Tower Host Account Type allows you to assign a visible indicators to accounts where you're providing a data service to an address in return for them hosting your wireless service tower, allowing you to allocate IP addresses and services to this individual.