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Reseller in JeraSoft Billing, in the majority of cases, is a company who has a certain amount of clients and governs their activities in the system. Like any company, it can have a range of managers, each responsible for a certain group of company clients. The Manager has limited functionality: doesn't have his own balance, therefore, cannot perform any transactions; neither origination nor termination rate table cannot can be assigned to him, etc. The Resellers section is designed to provide a user with a possibility to track and manage their company information and activity, build a hierarchy of company affiliates, or assign its managers. The section is presented in the form of a table with the following columns:

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Information block	Fields Description
System Information	General information about a company
	Name	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
	Currency	Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section)
	Status	Define the status of a reseller: Active Deleted
	Client Template	Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section)
	Tax Profile	Indicate a tax profile that will be used for this reseller and 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 How to set SureTax profile? article. Panel borderColor #ffffb3 bgColor #ffffb3 borderWidth 2px    Attention For proper usage of SureTax, 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	Select gateway(s) for this reseller
Terminator Settings	Reseller's billing settings for outgoing calls
	TERM Rates	Rates for outgoing events from customers under a current reseller. Enables resellers billing mode Panel borderColor #ccffcc bgColor #ccffcc borderWidth 2px borderStyle solid Tip For more information about resellers billing mode, address this article
	TERM Capacity	Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity
Fraud Protection checkbox	Enables/disables administrator notification in case of multiple simultaneous calls to the same number from the current Reseller. Panel borderColor #ffffb3 bgColor #ffffb3 borderWidth 2px    Attention Please note that all notifications can be found in System > Events Log. If you want to receive them to exact email, go to the Configuration tab of the Events Log section, and add a new rule with the indication of target email and aaa.fraud value in the Tag field. Here you need to specify the following:
	Notification Frequency	Set minimum time in seconds between sent notifications (minimum interval must be ≥ 0 sec)
	Skip Digits	Define the amount quantity of the last number digits, which will be ignored when determining a destination number. For instance, with one digit for ignoring, the numbers 123456 and 123457 will be considered the same number.
Origination Settings	Current Reseller's billing settings for incoming calls
	Postpaid checkbox	Here you can set a specific payment mode for a client. Postpaid 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 field becomes unavailable.
	Credit	The additional field next to the Postpaid checkbox. User can indicate an amount of reseller's credit
	ORIG Rates	Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode
	ORIG Capacity	Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited 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	Select an invoice template that will be assigned to a reseller
	No Tpl	Allows to define a default format of invoice's name
	Last No	Define the last used invoice number
SureTax Settings	SureTax profile settings. SureTax is a third-party tax calculation engine. This tax calculation is based on the location of the customer’s taxing jurisdiction. This profile is used for further calculation in invoices. To get more details, check out the article: How to set SureTax profile?
	Client Number	Specify a unique number that identifies an individual in the SureTax service
	Validation Key	Define a unique validation key of the SureTax service
Contact Information	Some additional information
	Email	Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory
	Postal Address	Company's postal address
	Tax ID	An ID of the tax-paying entity
	Reg ID	Company's registration ID
	Bank Account	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

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Screenshot: Editing reseller's status

Please note , that, in fact, a Reseller/Manager will not be deleted fully, it will be archived. To display them, use Advance Search (see above). To delete a profile completely, you need to click Full Delete in this editing window. 

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1. Click the Add Custom Field button.

2. Specify the Field Key and Title fields for a custom item. For example, voip_phone_sell as Key and VoIP Phone as common Title, which will be visible for all clients. Please note that the Field Key must contain word characters only.

3. Add respective notes to the VoIP Phone field in the Client's settings/Package settings > Custom Fields tab. 

4. Create an invoice template and assign it to a target reseller. Then , the Clients Custom Fields and Package Custom Fields tables will appear in the Invoice Template settings. You simply need to add those tables to the invoice template. 

5. Finally, you can generate an invoice.
   

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Description of all columns that could be selected for a rate notification is provided below:

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Configuring Mail Templates

Also, there There are also different mail templates you can configure in your company's profile:

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To configure any of these templates, simply click on its name. Below , you will find a full list of templates configuration syntax used in almost all kinds of configured mails concerning Clients' and Resellers' data and configuration syntax, which is used in a foregoing list of mail templates. 

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