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Screenshot: Resellers section
Column name | Description |
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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:
Button/Icon | Description | ||
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Allows creating a new reseller | |||
Allows creating a new manager | |||
Allows assigning an origination rate table to a respective reseller | Allows assigning a termination rate table to a respective reseller | ||
Allows viewing a list of | a followingreseller | 's/manager's users | |
Allows viewing history of changes for a respective reseller | /managerin the Audit log section | ||
Allows viewing reseller's balance operations in the Transactions section | |||
Allows viewing a list of reseller | 's/manager's clients in the Clients section |
Advanced Search
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:
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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 | ||||||||||||
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System Information | General information about a company | ||||||||||||
Name | Specify the name of one of your companies (or affiliates). This field is mandatory. | ||||||||||||
Status | Define the status of a reseller:
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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. | ||||||||||||
Parent | Indicate a parent for a reseller or make it a root one. By default, the field value is set to root | ||||||||||||
Gateways | 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:
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| Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section) |
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gateway(s) for this reseller | |||||||||||||
Capacity Control | Capacity Control sums up bidirectional capacity for all the Clients under this Reseller. | ||||||||||||
ORIG Capacity | Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
TERM Capacity | Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Multi-level Billing | 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. | ||||||||||||
Legal Entity |
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Currency | Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section) | ||||||||||||
Credit limit | The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit | ||||||||||||
Unlimited checkbox | 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. | ||||||||||||
ORIG Rate Tables | Specify rates for outgoing events from customers under a current reseller. Enables resellers billing mode | ||||||||||||
TERM Rate Tables | Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode | ||||||||||||
Tax Profile | Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).
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Invoices |
Panel | ||||||
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For proper usage of SureTax and Compliance, 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. |
- Gateways
- SMTP Credentials
Terminator Settings
- TERM Rates
Rates for outgoing events from customers under a current reseller. Enables resellers billing mode
Panel | ||||||||
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Tip For more information about resellers billing mode, address this article |
- TERM Capacity
- Unlimited checkbox
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.
- Credit limit
- ORIG Rates
- ORIG Capacity
Invoicing Information
Current Reseller's invoicing settings
- Date
Allows you to select how the system sets an invoicing date:
Real date – sets an invoicing date to actual invoicing date
Last day – sets an invoicing date to date of last day of invoicing period
Template
- Last No
Postal Address
Bank Account
Tax ID
Reg ID
- Bank Account
Company's bank account info
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Field | Description | |
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Authorize.Net | ||
Login | API login | |
Transaction Key | API transaction key | |
Gateway Currency | A currency declared by the Payment Gateway | |
System Currency | Default JeraSoft Billing system currency | |
Payment Account | Payment Account name | |
USAePay | ||
API Key | API key | |
API PIN | API PIN to the API key | |
System Currency | Default JeraSoft Billing system currency | |
Payment Account | Payment Account name |
Configuring Mail Templates
Also, there are different mail templates you can configure in your company's profile:
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