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

Section overview

This section displays the list of all Low Balance Profiles registered in the system. Low Balance Profiles are used for notifications management for prepaid customers' balance control. The low balance notifications are sent over e-mail.

The structure of the section is presented in a screenshot below.

Screenshot: Low Balance Profiles section


Functional buttons/icons presented in the section are as follows:

Button/IconDescription

Allows creating a new low balance profile

Allows deleting a low balance profile from the system. Requires confirmation

Adding a New Low Balance Profile

To add a new low balance profile, you need to:

  • Click the New Profile button
  • In the appearing pop-up window, fill in the required fields (screenshot below)
  • Click OK

Screenshot: Adding a new low balance profile

SectionFieldDescription
GeneralName

The name of a Low Balance Profile

You can click on the Low Balance Profile name to open its settings/edit a Low Balance Profile.

ResellerSelect the owner for this profile
CurrencySet the Currency for the profile
Sort OrderOrder of the entity in the list
Max QtyThe maximum quantity of notifications to send under each particular rule. The counter resets when the balance is refilled.
PeriodThe frequency of checks and sending notifications. For example, if you would like to send notifications each day, set this value to 24 hours.

User Notification

ThresholdIf the available balance of a Client becomes lower than the specified threshold, the notifications will be fired.
Notify checkboxThe notifications will be sent to the email configured for the current Reseller/Manager of the Client.
UsersSpecify needed users here.
EmailsSpecify additional emails here.

Client Notification

ThresholdIf the available balance of a Client becomes lower than the specified threshold, the notifications will be fired.
Notify checkboxThe notifications will be sent to the Billing Email of the Client.
EmailsSpecify additional emails here.

Screenshot: Adding an advanced rule

FieldDescription
ThresholdIf the available balance of a Client becomes lower than the specified threshold, the notifications will be fired.
Notify checkboxThe notifications will be sent to the Billing Email of the Client.
InactivitySend notification only if the Client has been inactive for the given duration. This setting defines a typically lower threshold if the customer stops using the services. Inactivity is treated as the absence of the charges to the Client's balance.
EmailsSpecify additional emails here.
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