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Screenshot: Advanced Search drop-down menu
| Field | Description | Mode|||
|---|---|---|---|---|
Status | Select | a mode for the resellers' display:, which Legal Entities to display by status:
| ||
Reseller | Select a reseller (company) to filter the list by | |||
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.
Adding a new Legal Entity
To add a companyFirst, you need to :click the New
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Legal Entity button
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. Then, fill in all the required fields in the
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pop-up window (see below) and
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click OK.
Screenshot: Adding a new Legal Entity
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| Information block | Fields Description | ||
|---|---|---|---|
| Tip | ||
|---|---|---|
| ||
You can use multiple emails per field if necessary. Just separate them with a comma or semicolon. |
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| borderColor | #ffffb3 |
|---|---|
| bgColor | #ffffb3 |
| borderWidth | 2px |
Attention
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| General Settings | Name | Specify the name of a Legal Entity | |
| Status | Set the status:
| ||
| Reseller | Select a company associated with this Legal Entity | ||
| 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) | ||
| SMTP Credentials | Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section | ||
| Invoicing Settings | Date Approach | Allows you to select how the system sets an invoicing date:
| |
| Number Template | Allows to define a default format of invoice's name (i.e., "invoice-%N-%X"). See UI tooltip for details. | ||
| Last used number | Define the last used invoice number | ||
| Logo | Here you can add a file with a company's logo. To delete the company logo, open the edit form of a respective Legal Entity with a logo, then click the delete icon to remove the old logo. | ||
| Legal Information | Legal Name | Specify the legal name of an entity | |
| 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 | ||
| Bank Account | Company's bank account information | ||
| Tax ID | An ID of the tax-paying entity | ||
| Reg ID | Company's registration ID | ||
Autocharge Settings
Autocharge Settings in the Resellers profile allow configuring the settings for Authorize.net or USAePay payment gateways. These settings will be true for all the clients under the respective Reseller.
Screenshot: Autocharge Settings
To configure these settings, open the Autocharge Settings tab in the reseller profile. The structure of a tab is as follows:
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