This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.26 or visit our current documentation home page.

There are 4 main sections in the Client Panel – Overview, Billing & Payments, Usage History and Account Settings. Let's take a closer look at each of them.

  Screenshot: Client Panel section
 

Overview

  • Dashboard – displays an overview of a real-time user's balance and last 30 days of executed charges. By clicking on Refill Balance, you will be moved to corresponding Refill Balance page. By clicking on View Details, you will be forwarded to Detailed page.

  • Rates – shows all rates and allows to easily sort and search them by services.

Billing and Payments

  • Refill Balance - allows replenishing client's balance by means of configured payment gateways. Currently, Client Panel supports PayPal and Authorize.net service providers.
  • Redeem Voucher - allows user to refill his account by means of top-up cards, specified in Top-up Cards section.
  • Payment History - displays a full history of conducted payments.
  • Charges History - display a full history of conducted charges.
  • Invoices - shows all invoices that belong to user with a possibility to download them.

Usage History

  • Summary - grants user a possibility to view summary report on the executed events, allowing to easily filter data by period, service, account or package.
  • Detailed - shows detailed statistics about all client's calls, performed within a specified period of time.

Account Settings

  • Profile Settings - allows user to update the profile settings, including company name, billing email, address, registration and tax IDs.
  • Change Password - allows user to change his password to the Client Panel.


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