Clients

In this article

Section overview

Beyond any doubts, clients are a cornerstone and the most valuable asset of any type of business. Hence, the Clients section is rightfully considered a core element of the whole JeraSoft Billing. In the section, a user can manage the 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 the form of a table with the following columns:

Screenshot: Clients section

Column Name	Description
ID	Client's identification number
Name	Client's name
Balance	Client's balance values
	Available	'Live' client's balance including allowed credit
	Live	Client's balance calculated on the basis of the performed payments and processed calls
	Fixed	Client's balance calculated on the basis of the outstanding invoices and performed payments
Pay Terms	Payment terms of each client
Tags	List of tags, applied to a client
Reseller	Name of reseller's company a respective client belongs to

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

Button/Icon	Description
	Allows adding a new client to the system
	Allows exporting a list of user's clients in a .csv file
	Allows managing the 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 (an icon will be colored if an account is assigned)
	Allows accessing the client's current routing plan (an icon will be colored if the plan is assigned)
	Allows accessing the Traffic Processing section for dynamic routing management
	Allows viewing client's rates (an 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 Subscriptions section for new clients packages management
	Allows accessing the Transactions section for client's balance management
	Allows accessing the Invoices section for client's invoices management
	Allows accessing the Balance Report section for client's balance report (Live or Fixed) management
	Allows accessing the Summary Report section for client's summary report management
	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 clicking 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 by first letters only (start with rule). To find all clients with a 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, click the Search button; to cancel the applied parameters, click Reset.

Adding New Client

To add a new customer in 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 a new client

Information block	Fields & Description
General Settings	General information about the client
	Name	Indicate a client's name
	*Reseller*	Select a reseller a 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 the drop-down list of all available. This timezone will be used in invoices by default. UTC is a default parameter for a timezone 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 a 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 an 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 managing your compliance with tax law. This profile is used for further calculation in invoices. To get more details, check out the article US Taxation. 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, allows you to hide some part of the client's destination numbers in invoices, xDRs 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, 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 Settings	Settings for your customers, who send events to your switch. Clients' originator settings are as follows:
	*Postpaid* checkbox	Here you can set the needed payment mode for a client. If you enable the postpaid mode, the client will have unlimited credit. It is disabled by default.
	Credit	The 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 of the positive or negative numbers, but no more than 9 digits. If the 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 an appropriate routing plan that will be used to route all calls of this customer (but it may be overridden for any of the customer's accounts in the Accounts tab). The full list of routing plans is presented in the Routing Plans section
	Capacity	Indicate the origination capacity of channels for this client. For unlimited amount, leave empty
Terminator Settings	Settings 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
	Credit limit	Define the credit limit you have on the vendor's side. It will be applied to vendors during the routing check to remove them from the routing result if vendor balance + credit limit hits the entered threshold.
	Capacity	Define the termination capacity of channels for this client. For unlimited amount, leave empty
Low Balance Notifications	Here you can set up whether the system should send 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 the entered value, the system will send a notification to email, specified in the clients' *Billing Email* field
	Notify Admin	When clients' balance+credit is below the entered value, the system will send a notification to an 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 the available balance is below the 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 notifications for the current client
	Format	Select the desirable format of rate notification (.xlsx 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 Tip 1. The system will push a notification after adding new rates. Please note that if the user changes the Effective Date field of current rates manually, it won't activate notifications. 2. When you force Rate Notification, it does not send all the rates with the Effective Date in the future but only the rates that it will be late to send with the next scheduled notification (according to the Agreement assigned to the Rate Table). If there's no Agreement, the Rate Notification will send the rates with Effective Date being no later than the end of the next day. 3. We recommend using this type of notifications 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.
Auto Payment checkbox	Extra Amount	Define a payment amount
Company Info	Some 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 it 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 the client's bank account or payment details
	Locale	The preferred locale that will be sent as a reply to RADIUS Authorization. It is used for IVR platforms to define the language

Attention

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

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

Warning

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

Mass Edit

If there is a need to change the 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;
Click the Mass Edit button and specify the date in the Last Invoiced field;
Click 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 several clicks. For more details, check out a related article: Clients Templates.

Knowledge Base Articles

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