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If you are using the system to manage your multiple brands or sub-companies, you can bill a group of Clients under the same Reseller but billing them under different Legal Entities as needed.

A Legal Entity must be assigned to the entities in the system that are invoiced:

  • Clients;
  • Call Shops;
  • Resellers (ONLY if used in the multi-level billing scenario).

The section is presented in the form of a table with the following columns:

Screenshot: Legal Entities section

Column name

Description










The following functional buttons and icons are present in the section:

Button/IconDescription
Image Removed

Image Added

Allows creating a new
reseller
Legal Entity
Image Removed

Image Added

Allows
assigning a rate table to a respective reseller

Image Removed

Allows viewing a list of reseller's users
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Allows viewing history of changes for a respective reseller in the Audit log section
Image Removed
Allows viewing reseller's balance operations in the Transactions section
Image Removed
Allows viewing a list of reseller's clients in the Clients section
deleting a Legal Entity

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:

Screenshot: Advanced Search drop-down menu


FieldDescription

Mode

Select a mode for the resellers' display:

  • Normal Mode - only resellers with Active status will be displayed
  • Archive Mode - all resellers regardless of the status will be displayed

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

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Screenshot: Adding a new Legal Entity

Information blockFields Description

















































Tip
titleUseful Tip

You can use multiple emails per field if necessary. Just separate them with a comma or semicolon.

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To configure these settings, open the Autocharge Settings tab in the reseller profile. The structure of a tab is as follows:

FieldDescription
Authorize.Net
LoginAPI login
Transaction KeyAPI transaction key
Gateway CurrencyA currency declared by the Payment Gateway
System CurrencyDefault JeraSoft Billing system currency
Payment AccountPayment Account name
USAePay
API KeyAPI key
API PINAPI PIN to the API key
System CurrencyDefault JeraSoft Billing system currency
Payment AccountPayment Account name

Reseller Removal

To delete a Reseller from the system, you need to change the status from Active to Deleted in the Reseller's profile editing form.

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