Resellers
Please do not remove Reseller entities completely from the system. It may cause distortions and overall mismatches in stored statistics. Instead, set their status to "deleted".
Section overviewβ
Reseller in JeraSoft Billing is a company that has a certain number of Clients and governs their activities in the system. Like any company, it can have a range of users, each responsible for a certain group of company Clients. The Resellers section is designed to cover two main purposes β partitioning and multi-level billing management. You can track and manage their company information and activity or build a hierarchy of company affiliates. The section is presented in the form of a table with the following columns:
Column name | Description |
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ID | Reseller's identification number |
Name | Name of a reseller |
Available Balance | Reseller's available balance (live balance + credit) |
Users | Users associated with this company |
Clients | The total amount of a respective reseller's clients |
The following functional buttons and icons are present in the section:
Button/Icon | Description |
---|---|
![]() | Allows creating a new reseller |
![]() | Allows assigning a rate table to a respective reseller |
![]() | Allows viewing history of changes for a respective reseller in the Audit log section |
![]() | Allows viewing reseller's balance operations in the Transactions section |
![]() | Allows viewing a list of reseller's users |
![]() | Allows viewing a list of reseller's clients in the Clients section |
Advanced Searchβ
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:
Mode: Select a mode for the resellers' display:
- Normal Mode - only resellers with Active status will be displayed
- Archive Mode - all resellers regardless of the status will be displayed
To apply the specified search criteria, click the "Search" button; to cancel the applied parameters, click "Reset".
Adding a new Resellerβ
To add a company, you need to:
- click the New Company button;
- fill in all the required fields in the appeared pop-up window (see below) and click OK.
System informationβ
General 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 controlβ
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 billingβ
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.
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Legal Entity: Select a Legal Entity associated with the company.
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Currency: Select a preferred Currency for Rates and Invoices from the drop-down list of all available ones (see the Currencies section).
warningTo keep correct accounting data, it is not allowed to switch the Currency of the & once the accounting Transactions are created in the system.
tipOnce 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, hereβs what you can do:
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Archive the existing Client entity, all previous Transactions with them stay intact.
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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.
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Credit limit: The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit
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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.
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ORIG Rate Tables: Specify Rates for outgoing events from customers under a current Reseller. Enables resellers billing mode
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TERM Rate Tables: Specify Rates for incoming events from customers under a current Reseller. Enables resellers billing mode
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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.
warningFor 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.
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Invoices Template: Select an invoice template that will be assigned to a reseller
Contact informationβ
- 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 Templatesβ
A detailed description of all Mail Templates and their configuration is presented at the end of this article.
You can use multiple emails per field if necessary. Just separate them with a comma or semicolon.
- Changes in Resellers' settings will not be applied instantly. They will be automatically reloaded at the next run of the Cache Manager service.
- Parent Reseller has access to all information of its Sub-Resellers, and also can assign any routing plan and Rate Table to its Sub-Resellers.
Reseller removalβ
To delete a Reseller from the system, you need to change the status from "Active" to "Deleted" in the Reseller's profile editing form.
Please note that a Reseller will not be deleted fully; it will be archived. To display them, use Advance Search (see above). To delete a profile completely, you need to click "Full Delete" in the editing window.