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Reseller in JeraSoft Billing, in the majority of cases, is a company who that has a certain amount number 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, he cannot perform any transactions; neither origination nor termination rate table cannot 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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Screenshot: Adding a new company

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Contact Information

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's 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 and Compliance are tax calculation services, which allow managing your compliance with tax law. This profile is These profiles are used for further calculation in invoices. To get more details, check out the How to set SureTax profile? article US Taxation article.

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Attention

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

Select gateway(s) for this reseller

SMTP Credentials

Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section

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

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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.

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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 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 Unlimited checkbox

Here you can set a specific payment mode for a client. Postpaid 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

The additional field next to the Postpaid Unlimited 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

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: Rates Notifications

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

Includea row with column names in a file

Field	Description
Output format
Fields Delimiter	Set a delimiter for the fields if you've chosen .csv. For .xls format, this field is unavailable
With headers row	Include a row with column names in a file
Export Columns	Select the columns to export
Field	Description
Date Format	Specify the date format in your export file. Example of the field syntax: if you enter *“%d-%m-%Y”* here, your date will look like *25-02-2018*.
Code Deck	Select a code deck here to rewrite code names in an export file if needed
Codes from code deck checkbox	Include only codes, which are present in a specified *Code Deck*
Codes Output	Select a way codes must be displayed
	Separate Rows	Each code is placed into a single row
	Delimited List	Codes are grouped by a code name in a row. For example, 5510, 5511, 5512.
	Ranges List	Codes are grouped by a code name into ranges plus delimiter. For example, 5510-5512, 5515.
Data Format	Specify an output file format, .xls or .csv
Fields Delimiter	Set a delimiter for the fields if you've chosen .csv. For .xls format, this field is unavailable
5512, 5515
Date Format	Specify the date format in your export file. Example of the field syntax: if you enter *“%d-%m-%Y”* here, your date will look like *25-02-2018*		With headers row checkbox	Codes from code deck checkbox	Include only codes, which are present in a specified *Code Deck*
Header Text/Footer Text	Allows to specify additional text into an exported file as a header and footer, respectively

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