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(warning)(warning)   Attention

Author column is going to be filled only if a transaction has been added manually by a user through the Transactions section in JeraSoft Billing or the Refill Balance page on JeraSoft Client Portal. In case a transaction is automatically generated by the system, the Author column will be empty.

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Field nameDescription
ClientIndicate a target client
Type

Specify a type of transaction.For incoming transactions, select Paymentoperation type, for outgoing – select Charge.

Payment Account

Choose a respective account from the drop-down list of all available payment accounts. For charge type, you can select: 

  • extra charges outgoing;
  • extra charges incoming.
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(warning)(warning)   Attention

Please note that you will have the same type of a payment account in invoices.  
So, you can choose where the following charge will be shown in an outgoing/incoming invoice.


For example, if you want to give a refund to the client, please select extra charges outgoing. It will guarantee that this charge will be visible in the invoice.


Amount

Insert an amount of the transaction, which can be positive or negative:

  • positive amount is credited to a client;
  • negative amount is debited from a client.
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Tip

Transaction amounts could be specified with a comma as a decimal delimiter: for example, 2,45. 

If your transaction type is Charge, you can choose whether a specified amount includes a tax or not by choosing a respective value in the drop-down list:

  • no taxes;
  • including taxes;
  • excluding taxes.

The text tax rate is based on the tax profile of the client's reseller.

Transaction DateIndicate the actual date of the transaction in a date picker
DescriptionNotes for a new transaction
System InfoHere you can add system information for transactions. Also, it's possible to add a variable in the invoices templates. Then, the variable will show this info for extra charges.
Status

Define the state of the transaction:

  • pending
  • approved
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Tip

If you change the transaction status in the respective field from Approved to Pending when adding a payment, this payment will have to pass additional approval check by a billing operator


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(warning)(warning)   Attention

When a customer has 2 calls (with and without taxes) for the same hour, two charges will be listed in the transactions: one charge with taxes and a second one - without taxes. In case you change one of the parameters listed above and the rerating is done, you might have additional transactions.

If you see a transaction with a tax represented as a dash (−), it means that all taxes were included in rate tables.

When the Reseller owns a payment account, transactions for this account can be created for Clients and Sub-Resellers belonging to this Reseller. However, transactions of this Reseller (owner of the account) cannot be assigned to this payment account.

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