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Screenshot: Adding a new company
Information block | Fields Description | ||||||||||||
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System Information | General information about a company | ||||||||||||
| Specify the name of one of your companies (or affiliates). This field is mandatory. | ||||||||||||
| Indicate a parent for a reseller or make it a root one. By default, the field value is set to root | ||||||||||||
| 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) | ||||||||||||
| 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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| Select gateway(s) for this reseller | ||||||||||||
| Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section | ||||||||||||
Terminator Settings | Reseller's billing settings for outgoing calls | ||||||||||||
| Rates for outgoing events from customers under a current reseller. Enables resellers billing mode
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| Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Origination Settings | Current Reseller's billing settings for incoming calls | ||||||||||||
| 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. | ||||||||||||
| The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit | ||||||||||||
| Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode | ||||||||||||
| Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Invoicing Information | Current Reseller's invoicing settings | ||||||||||||
| Allows you to select how the system sets an invoicing date:
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| Select an invoice template that will be assigned to a reseller | ||||||||||||
| Allows to define a default format of invoice's name | ||||||||||||
| Define the last used invoice number | ||||||||||||
Contact Information | Some additional information | ||||||||||||
Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory | |||||||||||||
| Company's postal address | ||||||||||||
| An ID of the tax-paying entity | ||||||||||||
| Company's registration ID | ||||||||||||
| 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 |
Tip | ||
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You can use multiple emails per field if necessary. Just separate them with a comma or semicolon. |
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Email Rates Import Settings information block has been removed from the Resellers settings in VCS 3.16.0 due to the introduction of the Data Source section. |
Adding a New Manager
To add a manager, click the New Manager button. After specifying the required fields, click OK.
Screenshot: Adding a new manager
Adding a New Manager
To add a manager, click the New Manager button. After specifying the required fields, click OK.
Screenshot: Adding a new manager
Information block | Fields Description | ||
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System Information | General information about a Manager | ||
| Here you can specify the name of a manager. This field is mandatory. | ||
| Select a parent for a manager | ||
| Select the current status of a manager:
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Contact Information | Some additional information | ||
Manager's email. Use only Latin characters. | |||
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Information block | Fields Description | General information about a Manager | |
| Here you can specify the name of a manager. This field is mandatory. | ||
| Select a parent for a manager | ||
| Select the current status of a manager:
| Some additional information | |
Manager's email. Use only Latin characters. | |||
| Manager's postal address |
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Screenshot: Editing reseller's status
Please note , that, in fact, a Reseller/Manager Manager will not be deleted fully, it will ; 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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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:
Screenshot: Mail Templates
Template Name | Description | |||||||||||
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Mail Template: Invoice | Used when sending an invoice to the customer | |||||||||||
Mail Template: Invoice Unpaid Reminder | Used when sending a payment notification to a customer (sending notification on "Notify Days (before)") | |||||||||||
Mail Template: Overdue Reminder | Used when sending a payment notification to a customer (sending notification on "Notify Days (after)") | |||||||||||
Mail Template: Low Balance Notification | Used when sending a low balance notification to a customer
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Mail Template: Rates Notificator | Used when sending a rate changes notification to a customer | |||||||||||
Mail Template: Factors WatcherReports Monitoring - External | Used when the system matches client's destinations and sends notifications to them during Reports Monitoring | |||||||||||
Mail Template: Reports Monitoring - Internal | Used when the system sends notifications about matched statistics during Reports Monitoring sending a notification to a customer once a Preset by Factors Watcher has been added | |||||||||||
Mail Template: Reports To Email | Used when sending reports by email | |||||||||||
Mail Template: Payment Confirmation | Used when sending a payment confirmation email to the client |
All mail templates have the following structure:
Screenshot: Reseller/Mail Template: Factors Watcher formInvoice
Field | Description | ||
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From | Specify a name and email of a company | ||
BCC | Specify who will receive a blind copy of an email | ||
Subject | Indicate an email subject that may contain the company name, invoice number, etc. | ||
Mail Body |
| Actual value, which was exceeding the one specified in Factors Watcher settings (for example, calls_total = 1234)Content of the letter . On the screenshot above, the following information is specified: | |
| Code or Code name that will be automatically filled in by the system | ||
| Values specified in Factors Watcher settings (for example, calls_total > 0). | ||
with the template-specific variables. |
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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