Docs for all releases
Page History
...
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
Tips
|
...
Column Name | Description |
---|---|
ID | A payment through ID number |
Payment Account | Shows respective payment account, related to a performed payment or respective charge type, such as calls, products, extra charges (each type has visual representation in a form of respective icon) |
Client / Reseller | Displays the name of a client or reseller that was engaged in payment operation |
Client ID | Customer's identity |
Amount | The respective payment operation sum |
Taxes | An amount Amount of taxes |
Description | Comments about a respective payment |
Transaction Date | Displays respective payment date, related to a performed payment |
Author | Name of the user who performed the latest transaction (regardless whether it's a payment or charge) |
...
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downwards arrow icon, a drop-down menu with the following structure is displayed:
...
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Attention Author column is going to be filled only if a transaction has been added manually by a user through through the Transactions section in JeraSoft VCS or or the Refill Balance page on JeraSoft Client Portal. In case a transaction is automatically generated by the system, the Author column will be empty. |
...
Field | Description | ||
---|---|---|---|
Client | Indicate a client you wish the section to be filtered by | ||
Payment Account | Select from the list of all payment accounts in the system | ||
Type | Select a type of transaction:
| ||
Status | Select from the list of transaction statuses:
| ||
State | Indicate whether you wish payments coverd covered by the invoices to be displayed by selecting from the list:
| ||
Date | Specify the date in the datepickerdate picker |
After filling in the fields, press Search to filter section data or Reset to clear search results.
Adding New Payment/Charge
To add a payment, press press the New Transaction button. In the appeared pop-up window, specify the following parameters and click on click Apply button.
Screenshot: New transaction settings
...
Field name | Description | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Client | Indicate a target client | |||||||||||
Type | Specify a type of the transaction.For incoming transaction transactions, select the Paymentoperation type, for outgoing one – select Charge. | |||||||||||
Payment Account | Choose a respective account from the drop-down list of all available payment accounts. For a charge type, you can select:
| |||||||||||
Amount | Insert an amount of the trasactiontransaction, which can be positive or negative:
If your transaction type is Charge, you can choose whether a specified amount includes a tax or not by choosing a respective value in the drop-down list:
The text rate is based on the tax profile of the client's reseller. | |||||||||||
Transaction Date | Indicate the actual date of the transaction in a datepickerdate picker | |||||||||||
Description | Notes for a new transaction | |||||||||||
System Info | Here you can add system information for transactions. Also, it's possible to add a variable in the invoices templates. Then, the variable will show display this info for extra charges. | |||||||||||
Status | Define the state of the transaction:
|
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Attention When a customer has 2 calls (with and without taxes) for the same hour, two charges will be listed in the transactions: one charge with taxes and a second one - without taxes. In case you change one of the parameters listed above and the rerating is done, you might have additional transactions. If you see a transaction with a tax represented as a dash (−), it means that all taxes were included in rate tables. When the Reseller owns a payment account, transactions for this account can be created for Clients and Sub-Resellers belonging to this Reseller. However, transactions of this Reseller (owner of the account) can not be assigned to this payment account. |
Exporting and Importing of Transactions
By clicking clicking the Export to CSV button, you will be able to export all currently stored payments in a .csv file.
You can easily perform an import of payments by pressing clicking Import Transactions button and and following on-screen instructions:
Step 1: Selecting a File and Specifying Additional Parameters
Upload a file from your computer, indicate such default parameters as: Transaction Date, Currency, Payment Account, Date and Time Format, and press and click the Process button.
Screenshot: Transactions importing process. Step 1
...
Step 2: Recognizing The File
The system will recognize the file and you need to select 3 mandatory columns: Client Info, Amount, and Transaction Date. Following this, press click Process>> again.
Screenshot: Transactions importing process. Step 2
...
Step 3: Checking The Rows
Having specified the required columns, you need to check the rows to make sure that no mistake has been made. On doing it, press click Process>> to finish the importing process.
Screenshot: Transactions importing process. Step 3
...