Docs for all releases
Page History
...
Reseller in JeraSoft Billing , in the majority of cases, 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 managersusers, each responsible for a certain group of company clients. The Manager has limited functionality: doesn't have his own balance, therefore, he cannot perform any transactions; neither origination nor termination rate table cannot be assigned to him, etc. The The Resellers section is designed to provide a user with a possibility to track and manage their cover two main purposes – partitioning and multi-level billing management. You can track and manage their company information and activity , build or build a hierarchy of company affiliates, or assign its managers. The section is presented in the form of a table with the following columns:
Screenshot: Resellers section
Column name | Description |
---|---|
ID | Reseller's/Manager's identification number |
Name | Name of a reseller/manager |
Available Balance | Reseller's available balance (live balance + credit) |
Users | Users associated with this company |
Clients | The total amount of a respective reseller's/manager's clients |
The following functional buttons and icons are present in the section:
...
Screenshot: Adding a new company
Capacity Control basically sums up bidirectional capacity for all the Clients under this Reseller (the previous logic is intact, except visually it is now a separate section).
The Multi-Level Billing section allows for billing parameters management to cover actual reselling/agent schemes. If the configured reseller should be part of a multi-level billing scenario, you can set rates and needed taxes for them here (see screenshot below for full fields list).
Information block | Fields Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
System Information | General information about a company | ||||||||||||
| Specify the name of one of your companies (or affiliates). This field is mandatory. | ||||||||||||
| Indicate a parent for a reseller or make it a root one. By default, the field value is set to root | ||||||||||||
| Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section) | ||||||||||||
| Define the status of a reseller:
| ||||||||||||
| Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section) | ||||||||||||
| Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).
| ||||||||||||
| Select gateway(s) for this reseller | ||||||||||||
| Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section | ||||||||||||
Terminator Settings | Reseller's billing settings for outgoing calls | ||||||||||||
| Rates for outgoing events from customers under a current reseller. Enables resellers billing mode
| ||||||||||||
| Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Origination Settings | Current Reseller's billing settings for incoming calls | ||||||||||||
| Here you can set a specific payment mode for a client. Unlimited mode means that a client will have unlimited credit. Otherwise, the client's Balance + Credit value will be checked on RADIUS or SIP authorization. When this field is checked, the Credit limit field becomes unavailable. | ||||||||||||
| The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit | ||||||||||||
| Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode | ||||||||||||
| Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Invoicing Information | Current Reseller's invoicing settings | ||||||||||||
| Allows you to select how the system sets an invoicing date:
| ||||||||||||
| Select an invoice template that will be assigned to a reseller | ||||||||||||
| Allows to define a default format of invoice's name | ||||||||||||
| Define the last used invoice number | ||||||||||||
Contact Information | Some additional information | ||||||||||||
Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory | |||||||||||||
| Company's postal address | ||||||||||||
| An ID of the tax-paying entity | ||||||||||||
| Company's registration ID | ||||||||||||
| Company's bank account info | ||||||||||||
Company Logo | Here you can add a file with a company's logo. To delete the company logo, open the edit form of a respective Reseller with a logo, then click the delete icon to remove the old logo. | ||||||||||||
Mail Templates | A detailed description of all Mail Templates and their configuration is presented at the end of the article |
...