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Information blockFields Description
System InformationGeneral 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 

Parent

Indicate a parent for a reseller or make it a root one. By default, the field value is set to root 

Gateways

Select 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

 Select a Legal Entity associated with the company.

Currency

Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section). 

To keep correct accounting data, it is not allowed to switch the currency of the Client once the accounting transactions are created in the system.

Tip
titleTip

Once you create a Client and the system tracks any Transactions with them, you cannot change the currency in their settings anymore. However, if you have to change the currency for the Client and would like to have new Transactions in that currency, here’s what you can do:

  1. Archive the existing Client entity, all previous Transactions with them stay intact.
  2. Add the Client as new and assign the currency in which you would like to receive payments from them.

From this point on, the new Transactions of the Client will be in this new currency.


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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(warning)   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 Template

Select an invoice template that will be assigned to a reseller 
Contact 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

Company's bank account info 

Tax ID

An ID of the tax-paying entity 

Reg ID

Company's registration ID 
Mail TemplatesA detailed description of all Mail Templates and their configuration is presented at the end of the article

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