This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.21 or visit our current documentation home page.
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Section overview

Beyond any doubts, clients are a cornerstone and the most valuable asset of any type of business. Hence, Clients section is rightfully considered as a core element of the whole JeraSoft VoIP Carrier Suit. In the section, user can manage personal information of any client on the list, trace customer's balances, review resellers a particular client belongs to, etc. The section is presented in a form of a table with the following columns:

Screenshot: Clients section

Column NameDescription
IDClient's identification number
NameClient's name
Balance

Client's balance values

  • Available
 'Live' client's balance including allowed credit
  • Live 
Client's balance calculated on a basis of performed payments and processed calls
  • Fixed 
Client's balance calculated on a basis of the outstanding invoices and performed payments
Pay TermsPayment terms of each client
TagsList of tags, applied to a client
ResellerName of the reseller's company respective client belongs to


Functional buttons and icons, presented in the section, are as follows:

Button/IconDescription

Allows adding a new client to the system

Allows exporting a list of user's clients in a .csv file

Allows management of last invoice date of a client

Identifies the Orig client

Identifies the Term client

Identifies the Orig/Term client

Allows accessing the list of client's accounts in the Accounts section (icon will be colored if any account is assigned)
Allows accessing client's current routing plan (icon will be colored if a plan is assigned)
Allows accessing the Traffic Processing section for dynamic routing management

Allows viewing client's rates (icon will be colored if a rate table is assigned)

  • ORIG
Rate tables for origination calls
  • TERM
Rate tables for termination calls
Allows accessing the Client Packages section for new clients packages management
Allows accessing the Transactions section for management of client's balance
Allows accessing the Invoices section for client's invoices management.
Allows accessing the Balance Report section to manage client's balance report (Live or Fixed)
Allows accessing the Summary Report section to manage client's summary report

Allows accessing the Mail Queue section to view sent emails history

Allows accessing the Audit Log section to view change history
Allows deleting a client from the system


Warning

When you delete the client by changing the status to deleted or click a respective icon , the Client Panel of this client will be disabled and origination/termination settings of its accounts will be turned off. However, its accounts will not be deleted from the system.


Helpful Tip
  • If the prepaid mode is enabled, calls will be subject to balance check on a stage of call authorization (when RADIUS Authorization is used). If the postpaid mode is enabled, calls duration will be limited to Max сall length setting in Configuration > Settings.
  • You can search through clients by Name and only by first letters (start with rule). To find all clients with specified main email, use * (asterisk) in the Main Email field.

Advanced Search

In the top right corner of the section above the table, the Advanced Search drop-down menu is located. By clicking on a red downwards arrow  icon (clients in the section are filtered by Active status by default), the following drop-down menu is displayed:

Screenshot: Advanced Search drop-down menu

 

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

Adding New Client

To add a new customer to the system, click the New client button in a top-left corner of the section. A pop-up window with the following fields will show up:

Screenshot: Adding new client

Information blockFields & Description
General SettingsGeneral information about client
  • Name
Indicate client's name
  • Reseller
Select a reseller new client belongs to (this name will be used in invoices)
  • Currency
Define preferred currency (will be used in invoices)
  • Timezone

Choose the timezone from a drop-down list of all available. This timezone will be used in invoices by default. UTC is a default parameter for a timezone

(warning)   Attention

If this parameter is not indicated, the timezone of the database will be automatically applied to the client's settings of the zone. It could lead to some problems while working with packages, rate tables, or time profiles.

  • Status

Select respective status for the client:

  • active
  • stop
  • deleted
  • Client's Template
Here you can apply the required template from the list to a new customer
  • Tags
You can indicate tag(s) here that will be applied to a new customer. The tag doesn't need to be pre-existent in the system. You can provide unlimited number of tags for each client.
  • Tax Profile

You can specify a tax profile, which will be reflected in invoices (refers to the Taxes Profiles section).

  • SureTax is a tax, levied on top of another tax. It allows to manage your compliance with tax law. This profile is used for further calculation in invoices. To get more details, check out the article "How to set SureTax profile?".

(warning)   Attention

For proper usage of SureTax, the Invoice Number should contain only Latin and numeric characters. Max length is 40 symbols. Dst and Src Numbers should be in the NPANXXNNNN (10 digits) format


  • Bill Events by
Select how the system should bill events of a new client – by setup time, by connect time or by disconnect time (most switch models use disconnect time)
  • Hidden Numbers checkbox

When checked, it allows you to hide some part of client's destination numbers in invoices, xDR's reports, and during export.

Tip

If the client has the Hidden Numbers option enabled and the code appears in the code deck from the invoice template, the number, code and code name become hidden. If the code doesn't appear in the code deck, then the last *n characters of the number are hidden. The code deck from the rate table is only used to identify code names.

Client Panel checkbox

Activates/deactivates the login procedure to the client's control panel for this client. Customer can get access to this control panel by using the following link: http://vcs_address/clients/, after filling in the following fields:

  • Login
Client's login
  • Password
Client's password
Originator SettingsSettings for your customers, who send events to your switch. Clients' origination settings are as follows:
  • Postpaid checkbox

Here you can set needed paid mode for a client. If you enable the postpaid mode, the client will have unlimited credit. It is disabled by default.

  • Credit

Additional field next to the Postpaid checkbox. Here you can set the credit limit allowed for a client. You could fill this field with any positive or negative numbers, but no more than 9 digits. If Postpaid checkbox is marked, this field becomes inactive.

  • Payment Terms
Select the payment terms template from the general list of all available ones in the Payment Terms section
  • Rate Table
From the list of all rate tables in the Rate Tables section, select an origination one for this client
  • Routing Plan
Select the appropriate routing plan that will be used to route all calls of this customer (but it may be overridden for any of customer's accounts in Accounts tab). The full list of routing plans is presented in the Routing Plans section
  • Capacity

Indicate origination capacity of channels for this client. For unlimited amount, leave empty

Terminator SettingsSettings for your vendors, whom you send events from your switch. Clients' termination settings are as follows:
  • Rate Table
From the list of all rate tables, select a termination one for this client
  • Capacity
Define termination capacity of channels for this client. For unlimited amount, leave empty
Low Balance Notifications

Here you can setup whether the system should make low balance notifications or not when the client's Available balance is lower than a set threshold

  • Notify Client
When clients' balance + credit is below entered value, the system will send a notification to email, specified in the clients' Billing e-mail field
  • Notify Admin
When clients' balance + credit is below entered value, the system will send a notification to administrator via Events Log
  • Threshold
Available balance threshold, below which the special capacity setting will be applied
  • Capacity
Origination capacity limit that will be applied when available balance is below threshold
Autoinvoicing checkbox

Activates/deactivates the automatic invoice generation feature for the current client. Information block parameters are:
  • Template
Select an invoice template for this customer
  • Last Invoiced
Specify the last date when the client was invoiced
Rate Notification checkbox


Here you can enable or disable automatic rates notification for the current client
  • Format 
Select the desirable format of rate notification (.xls or .csv)
  • Notify Type

Specify a type of notification:

  • All rates - full rates list will be sent
  • Only changed rates - only changed rates will be sent
  • All rates have unique mode - if there are two or more new rates with different effective dates for the same code, several files will be sent, each containing all unchanged rates and only one unique rate for this code

Tip

1. The system will push a notification after new rates were added. Please note, if the user changes the Effective Date field of current rates manually, it won't activate notifications.

2. We recommend using this type of notification for testing purposes. It doesn't cancel a regular notification and doesn't change the last export date.

Auto Payment checkbox

Activates/deactivates the automatic charge from customer's credit card registered in the Authorize.net electronic payment service. Please note that you can register a credit card via the Refill balance section on the Client Panel. 

  • Extra Amount

Define a payment amount

Company InfoSome additional information about a client can be entered here
  • Name
Company name
  • Main Email
Company email for general inquiries. Use only Latin characters.
  • NOC Email
Company email for technical related questions. Use only Latin characters.
  • Notify about Factors Watcher blocks checkbox
This tool watches over different parameters and generates alerts if some conditions are met. This function is optional: i.e., you can enable or disable them in the Clients form
  • Billing Email

Automatically generated invoices and notifications will be sent to this email address. Use only Latin characters.

  • Rates Email
Company email for rates related questions. Use only Latin characters.
  • Address
Physical company address
  • Zip Code
Postal code for SureTax integration
  • Tax ID
Customer's tax ID
  • Reg ID
Customer's registration ID
  • Account Details
Reference information about client's bank account or payment details
  • Locale
Preferred locale, that will be sent as a reply to RADIUS Authorization. It is used for IVR platforms to define the language


(warning)   Attention

Autoinvoicing tool sends rates in separate files for each time profile used in a certain Rate Table.

Please note, an email address should contain only Latin characters for proper work of email notifications and invoices.


Warning

The Full Delete button can be used to permanently remove a client from the system, disregarding any statistics or rate tables data connections. Please, use this feature with care – deleted client cannot be restored by any means

Mass Edit

If there is a need to change last invoice date (i.e. the day that the client has already been invoiced for) for more than one client, you can use Mass Edit functionality. Follow the next steps:

  • Select target Clients;
  • Press the Mass Edit button and specify date in the Last Invoiced field;
  • Press the Update button.

Screenshot: Mass edit functionality


Clients Templates

This section allows you to create a client template, where you can specify the main information about a client, originator settings, etc. Further, this template can be used to set the billing and tariffication parameters for customers, managers, or resellers in a few clicks. For more details, check out a related article: Clients Templates

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