Page History

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Screenshot: Resellers section

Image Modified

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:

a following 's/manager/manager 's/manager

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

Advanced Search

In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:

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Screenshot: Adding a new company

Capacity Control basically sums up bidirectional capacity for all the Clients under this Reseller (the previous logic is intact, except visually it is now a separate section).

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 (see screenshot below for full fields list).

Currency

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

SureTax 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.

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

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

Gateways

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

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 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

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

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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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Image Removed 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 capacityOrigination Settings
Current Reseller's billing settings for incoming calls

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.

Credit limit

The additional field next to the 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 TplAllows to define a default format of invoice's name

Last No

Define the last used invoice numberContact 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

Postal Address

Company's postal addressbank account info

Tax ID

An ID of the tax-paying entity

Reg ID

Company's registration ID

Bank Account

Company's bank account info

Company LogoHere 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 TemplatesA detailed description of all Mail Templates and their configuration is presented at the end of the article

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Field	Description
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:

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Versions Compared

Old Version 5

New Version 6

Key

Advanced Search

Configuring Mail Templates