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If you are using the system to manage your multiple brands or sub-companies, you can bill a group of Clients under the same Reseller but billing them under different Legal Entities as needed.
A Legal Entity must be assigned to the entities in the system that are invoiced:
- Clients;
- Call Shops;
- Resellers (ONLY if used in the multi-level billing scenario).
The section is presented in the form of a table with the following columns:
Screenshot: Legal Entities section
Column name | Description |
---|---|
The following functional buttons and icons are present in the section:
Button/Icon | Description |
---|
Allows creating a new |
Legal Entity |
Allows |
deleting a Legal Entity |
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:
Screenshot: Advanced Search drop-down menu
Field | Description | ||
---|---|---|---|
Mode | Select a mode for the resellers' display:
|
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.
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Screenshot: Adding a new Legal Entity
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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To configure these settings, open the Autocharge Settings tab in the reseller profile. The structure of a tab is as follows:
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 |
Reseller Removal
To delete a Reseller from the system, you need to change the status from Active to Deleted in the Reseller's profile editing form.
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