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Warning

title	Warning

Please do not remove Reseller entities completely from the system. It may cause distortions and overall mismatches in stored statistics. Instead, set their status to "deleted".

Section overview

Reseller in JeraSoft Billing is a company that has a certain number of clients and governs their activities in the system. Like any company, it can have a range of users, each responsible for a certain group of company clients. The Resellers section is designed to cover two main purposes – partitioning and multi-level billing management. You can track and manage their company information and activity or build a hierarchy of company affiliates. The section is presented in the form of a table with the following columns:

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Column name	Description
ID	Reseller's/Manager's identification number
Name	Name of a reseller/manager
Available Balance	Reseller's available balance (live balance + credit)
Users	Users associated with this company
Clients	The total amount of a respective reseller 's/manager 's clients

The following functional buttons and icons are present in the section:

Description
Allows creating a new reseller	Image Removed	Allows creating a new manager
Allows assigning a rate table to a respective reseller
Allows viewing a list of reseller's users
Allows viewing history of changes for a respective reseller in the Audit log section
Allows viewing reseller's balance operations in the Transactions section
Allows viewing a list of reseller's clients in the Clients section

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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.

Status

Define the status of a reseller:

Active
Deleted

Parent

Indicate a parent for a reseller or make it a root one. By default, the field value is set to root

Gateways

Select gateway(s) for this reseller

Capacity Control

Capacity Control sums up bidirectional capacity for all the Clients under this Reseller.

ORIG Capacity

Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity

TERM Capacity

Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity

Multi-level Billing

The Multi-Level Billing section allows for billing parameters management to cover actual reselling/agent schemes. If the configured reseller should be part of a multi-level billing scenario, you can set rates and needed taxes for them here.

Legal Entity

Currency

Select a preferred currency Legal Entity associated with the company.

Currency

Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section)

Credit limit

The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit

Unlimited checkbox

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.

ORIG Rate Tables

Specify rates for outgoing events from customers under a current reseller. Enables resellers billing mode

TERM Rate Tables

Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode

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To keep correct accounting data, it is not allowed to switch the currency of the Client once the accounting transactions are created in the system.

Tip

title	Tip

Once you create a Client and the system tracks any Transactions with them, you cannot change the currency in their settings anymore. However, if you have to change the currency for the Client and would like to have new Transactions in that currency, here’s what you can do:

Archive the existing Client entity, all previous Transactions with them stay intact.
Add the Client as new and assign the currency in which you would like to receive payments from them.

From this point on, the new Transactions of the Client will be in this new currency.

Credit limit

The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit

Unlimited checkbox

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.

ORIG Rate Tables

Specify rates for outgoing events from customers under a current reseller. Enables resellers billing mode

TERM Rate Tables

Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode

Tax Profile

Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).

SureTax, Avalara and Compliance are tax calculation services, which allow managing your compliance with tax law. These profiles are used for further calculation in invoices. To get more details, check out the 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

Tax Profile

Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).

SureTax, Avalara and Compliance are tax calculation services, which allow managing your compliance with tax law. These profiles are used for further calculation in invoices. To get more details, check out the 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.

Invoices Template

Select an invoice template that will be assigned to a reseller

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

Bank Account

Company's bank account info

Tax ID

An ID of the tax-paying entity

Reg ID

Company's registration ID

Mail Templates

A detailed description of all Mail Templates and their configuration is presented at the end of the article

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Reseller Removal

To delete a Reseller /Manager from the system, you need to change the status from Active to Deleted in the Reseller's /Manager's profile profile editing form.

Screenshot: Editing reseller's status

Image Removed

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 in the editing window.

Custom Fields

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Screenshot: Rates Notifications

Image AddedImage Removed

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

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Column Name

Description

Code / Code Name

Code or Code Name of a respective rate

Effective Date

Date, on which a rate to be applied

Rate

Price

Min Volume

The minimum volume of chargeable events

Interval

Chargeable interval

Grace Volume

Free of charge interval

Setup Fee

Interval of a setup fee

Profile

Time profile (all time, business time, non-business time, weekends)

End Date

Date, on which the rate ends

Previous Rate

Rate used before the present time

Prev Diff

Shows how current rate differs from a previous one after import

Prev Diff Status

Shows how the current rate's status changed in comparison to a previous one (unchanged, increased, decreased)

Prev Diff (export)

Shows how the current rate differs from a previous one after export

Prev Diff Status (export)

Rate's changes after the last export. Shows the status of how the current rate differs from a previous one.
The rate will have an unchanged status if the Effective date is lower than the Last Notification Date

Expand

title	Prev Diff Status usage example

Step 1: Notification type: All rates unique mode - First Notification: 07/07/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
2	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
3	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
Step 2: Added new rates with effective date 07/21/2017 - Second Notification: 07/14/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
2	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
3	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
Step 3: Rate with code 1 was edited and the increase was canceled - Third Notification: 07/21/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/21/2017 00:00:00 +0000	10	0	unchanged	unchanged
2	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
3	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
Step 4: Rate with code 2 was edited and added a new rate for code 3 - Fourth Notification: 07/28/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/21/2017 00:00:00 +0000	10	0	unchanged	unchanged
2	20	07/21/2017 00:00:00 +0000	10	10	increased	unchanged
3	20	07/31/2017 00:00:00 +0000	15	5	increased	increased (5.0000)

Notes

Additional information

Tag

Tags that are assigned to a respective rate

Policy

Indicated policy of the rate

Status

Define a current rate status

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

Image Removed

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

	0	unchanged	unchanged
2	20	07/21/2017 00:00:00 +0000	10	10	increased	unchanged
3	20	07/31/2017 00:00:00 +0000	15	5	increased	increased (5.0000)

Notes

Additional information

Tag

Tags that are assigned to a respective rate

Policy

Indicated policy of the rate

Status

Define a current rate status

FieldDescriptionAuthorize.NetLoginAPI loginTransaction KeyAPI transaction keyGateway CurrencyA currency declared by the Payment GatewaySystem CurrencyDefault JeraSoft Billing system currencyPayment AccountPayment Account nameUSAePayAPI KeyAPI keyAPI PINAPI PIN to the API key
System CurrencyDefault JeraSoft Billing system currencyPayment AccountPayment Account name

Configuring Mail Templates

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

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Versions Compared

Old Version 6

New Version Current

Key

Section overview

Reseller Removal

Custom Fields

Autocharge Settings

Configuring Mail Templates