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View User Guide 3.26 or visit our current documentation home page.
The Agreements section has been introduced in version 3.18 of the JeraSoft Billing. It provides a list of agreements between clients and vendors on the rates changes and notifications. The system considers agreements while generating rates and during clients' notifications.
Screenshot: Agreements section
Column Name | Description | |
---|---|---|
ID | Agreement's identification number | |
Name | Name of an agreement | |
Notification Day | Day, on which a vendor agreed to send notifications to the customer | |
Increased Rate | Delay that indicates the minimal period between notification date and date of an increased rate | |
Decreased Rate | Delay that indicates the minimal period between notification date and date of a decreased rate | |
Unchanged Rate | Delay that indicates the minimal period between notification date and date of an unchanged rate | |
New Rate | Delay that indicates the minimal period between notification date and date of a new rate | |
Closed Rate | Delay that indicates the minimal period between notification date and date of a closed rate | |
Reseller | A reseller of an agreement | |
Sort Order | Order of the entity in the list |
Functional buttons and icons, presented in the section, are as follows:
Button/Icon | Description | |
---|---|---|
Allows adding a new agreement to the system | ||
Allows deleting an agreement from the system |
Creating a New Agreement
To create a new agreement, you need to click the New Agreement button, and the following fields will appear:
Field | Description | |
---|---|---|
Name | Title of an agreement (must be text with no more than 128 symbols) | |
Reseller | Reseller of an agreement | |
Notification Day | Define the date of the notification to the customer | |
Agreement Terms | ||
New Rate | Define a minimal period between notification date and date of a new rate (must be an integer between 0 and 365). There are various options to schedule this date:
| |
Increased Rate | Define a minimal period between notification date and date of an increased rate (must be an integer between 0 and 365). There are various options to schedule this date:
| |
Decreased Rate | Define a minimal period between notification date and date of a decreased rate (must be an integer between 0 and 365). There are various options to schedule this date:
| |
Closed Rate | Define a minimal period between notification date and date of a closed rate (must be an integer between 0 and 365). There are various options to schedule this date:
| |
Unchanged Rate | Define a minimal period between notification date and date of an unchanged rate (must be an integer between 0 and 365). There are various options to schedule this date:
|
Screenshot: Adding a new Agreement
After filling in all the required fields, click OK, and the new agreement will appear in the list.