Resellers

Section overview

Reseller in JeraSoft Billing is a company that has a certain number of clients and governs their activities in the system. Like any company, it can have a range of users, each responsible for a certain group of company clients. The Resellers section is designed to cover two main purposes – partitioning and multi-level billing management. You can track and manage their company information and activity or build a hierarchy of company affiliates. The section is presented in the form of a table with the following columns:

Screenshot: Resellers section

The following functional buttons and icons are present in the section:

Button/Icon	Description
	Allows creating a new reseller
	Allows assigning a rate table to a respective reseller
	Allows viewing a list of reseller's users
	Allows viewing history of changes for a respective reseller in the Audit log section
	Allows viewing reseller's balance operations in the Transactions section
	Allows viewing a list of reseller's clients in the Clients section

Advanced Search

In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow  icon, a drop-down menu with the following structure is displayed:

Screenshot: Advanced Search drop-down menu

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

Adding a New Reseller

To add a company, you need to:

• click the New Company button;
• fill in all the required fields in the appeared pop-up window (see below) and click OK. 
  

Screenshot: Adding a new company

Reseller Removal

To delete a Reseller from the system, you need to change the status from Active to Deleted in the Reseller's profile editing form.

Please note that a Reseller will not be deleted fully; it will be archived. To display them, use Advance Search (see above). To delete a profile completely, you need to click Full Delete in the editing window. 

Custom Fields

• Custom Fields are used as custom variables that will be represented as readable text in invoice templates. A Custom Field allows adding information about a client.
• Custom Package Fields are also used as custom variables that allow adding information about a package. 

To add a new field, follow these steps:

1. Click the Add Custom Field button.

2. Specify the Field Key and Title fields for a custom item. For example, voip_phone_sell as Key and VoIP Phone as common Title, which will be visible for all clients. Please note that the Field Key must contain word characters only.

3. Add respective notes to the VoIP Phone field in the Client's settings/Package settings > Custom Fields tab. 

4. Create an invoice template and assign it to a target reseller. Then, the Clients Custom Fields and Package Custom Fields tables will appear in the Invoice Template settings. You simply need to add those tables to the invoice template. 

5. Finally, you can generate an invoice.
   

Screenshot: Custom Fields

Rates Notifications

Rates Notification settings in the Resellers profile allow creating a default rate notification for the clients that belong to a target reseller. 

Screenshot: Rates Notifications

To configure these settings, open the Rate Notifications tab in the reseller profile. The structure of a tab is as follows:

Description of all columns that could be selected for a rate notification is provided below:

Configuring Mail Templates

Also, there are different mail templates you can configure in your company's profile:

Screenshot: Mail Templates

Template Name	Description
Mail Template: Invoice	Used when sending an invoice to the customer
Mail Template: Invoice Unpaid Reminder	Used when sending a payment notification to a customer (sending notification on "Notify Days (before)")
Mail Template: Overdue Reminder	Used when sending a payment notification to a customer (sending notification on "Notify Days (after)")
Mail Template: Low Balance Notification	Used when sending a low balance notification to a customer Tip You can add a rounding rule for a client's balance during low balance notification.  For example, to round up to 2 decimal places, you need to add the variable ${client['balance']} in the Mail template: Low Balance Notification in reseller's settings and specify the number of rounding decimals in the Totals Precision field of the Currencies section.
Mail Template: Rates Notificator	Used when sending a rate changes notification to a customer
Mail Template: Reports Monitoring - External	Used when the system matches client's destinations and sends notifications to them during Reports Monitoring
Mail Template: Reports Monitoring - Internal	Used when the system sends notifications about matched statistics during Reports Monitoring
Mail Template: Reports To Email	Used when sending reports by email
Mail Template: Payment Confirmation	Used when sending a payment confirmation email to the client

All mail templates have the following structure:

Screenshot: Reseller/Mail Template: Invoice

To configure any of these templates, simply click on its name. Below, you will find a full list of templates configuration syntax used in almost all kinds of configured mails concerning Clients' and Resellers' data and configuration syntax, which is used in a foregoing list of mail templates. 

Configuration Syntax

General Configuration Syntax Concerning Clients' Data

 General Configuration Syntax Concerning Company's/Reseller's Data

Configuration Syntax for Mail Template: Invoice and Payment Reminder Notification

Configuration Syntax for Mail Template: Low Balance Notification

Configuration Syntax for Mail Template: Rates Notificator

Configuration Syntax for Mail Template: Reports To Email

Tip

If you want the date of sending a letter to be present, you can add the ${date} variable in any mail template.

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