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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 VolumeMinimum 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 present time
Prev DiffShows how current rate differs from a previous one after import
Prev Diff StatusShows how current rate's status changed in comparison to a previous one (unchanged, increased, decreased)
Prev Diff (export) Shows how 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 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 cancelled - 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

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Autocharge Settings

Autocharge Settings in the Resellers profile allow configuring the settings for Authorize.net payment gateway. These settings will be true for all the clients under the respected Reseller.

Screenshot: Autocharge Settings

Image Added

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

FieldDescription
LoginAPI login
Transaction KeyAPI transaction key
Gateway CurrencyCurrency declared by the Payment Gateway
System CurrencyDefault JeraSoft Billing system currency
Payment AccountPayment Account name


Configuring Mail Templates

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Templates Configuration SyntaxDescription

${invoice['c_dt']}

Invoice date

${invoice['type']}

Invoice type

${invoice['amount']}

Invoice total sum

${invoice['period_start']}

Invoice period start

${invoice['period_finish']}

Invoice period end

${invoice['due_date']}

Invoice due date

${invoice['no']}

Invoice number

${invoice['descr']}

Invoice comments

${invoice['tz']}

Invoice timezone

${invoice['state']}

Invoice state

${invoice['name']}

Invoiced client's name

${client['currency']}

Client's currency

 


Configuration Syntax for Mail Template: Low Balance Notification

Templates Configuration SyntaxDescription
${client['balance_avail']}Client's available balance: live balance + credit

${client['currency']}

Client's currency

${client['alert_threshold']}

Notification for a client regarding reaching a balance limit

${client['alert_athreshold']}

Notification for an administrator regarding reaching a balance limit

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Configuration Syntax for Mail Template: Rates Notificator

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