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Button/IconDescription

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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Column Name
Description
Code / Code NameCode or Code Name of a respective rate
Effective DateDate, on which a rate to be applied
RatePrice
Min VolumeThe minimum volume of chargeable events
IntervalChargeable interval
Grace VolumeFree of charge interval
Setup FeeInterval of a setup fee
ProfileTime profile (all time, business time, non-business time, weekends)
End DateDate, on which the rate ends
Previous RateRate used before the present time
Prev DiffShows how current rate differs from a previous one after import
Prev Diff StatusShows 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
titlePrev Diff Status usage example


Step 1: Notification type: All rates unique mode - First Notification: 07/07/2017
CodeRateEffective FromPrevious RatePrev DiffPrev Diff StatusPrev Diff Status (export)
11007/01/2017 00:00:00 +0000--newunchanged
21007/01/2017 00:00:00 +0000--newunchanged
31007/01/2017 00:00:00 +0000--newunchanged
Step 2: Added new rates with effective date 07/21/2017 - Second Notification: 07/14/2017
CodeRateEffective FromPrevious RatePrev DiffPrev Diff StatusPrev Diff Status (export)
11507/21/2017 00:00:00 +0000105increasedincreased (5.0000)
21507/21/2017 00:00:00 +0000105increasedincreased (5.0000)
31507/21/2017 00:00:00 +0000105increasedincreased (5.0000)
Step 3: Rate with code 1 was edited and the increase was canceled - Third Notification: 07/21/2017
CodeRateEffective FromPrevious RatePrev DiffPrev Diff StatusPrev Diff Status (export)
11007/21/2017 00:00:00 +0000100unchangedunchanged
21507/21/2017 00:00:00 +0000105increasedincreased (5.0000)
31507/21/2017 00:00:00 +0000105increasedincreased (5.0000)
Step 4: Rate with code 2 was edited and added a new rate for code 3 - Fourth Notification: 07/28/2017
CodeRateEffective FromPrevious RatePrev DiffPrev Diff StatusPrev Diff Status (export)
11007/21/2017 00:00:00 +0000100unchangedunchanged
22007/21/2017 00:00:00 +00001010increasedunchanged
32007/31/2017 00:00:00 +0000155increasedincreased (5.0000)



NotesAdditional information
TagTags that are assigned to a respective rate
PolicyIndicated policy of the rate
StatusDefine 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

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

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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