Legal Entities

Legal Entities in JeraSoft Billing provide added convenience to the multibranding case: you can bill a group of Clients for the same Reseller under different Legal Entities as needed.

A Legal Entity must be assigned to the entities in the system that are invoiced:

• Clients;
• Call Shops;
• Resellers (ONLY if used in the multi-level billing scenario).

The section is presented in the form of a table with the following columns:

Column	Description
ID	Legal Entity's identification number
Name	Name of a Legal Entity
Legal Name	Legal name to be used for invoicing
Reseller	Company to associate this Legal Entity with

The following functional buttons and icons are present in the section:

Button/Icon	Description
	Allows creating a new Legal Entity
	Allows deleting a Legal Entity

Advanced search

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:

Field	Description
Status	Select, which Legal Entities to display by status: "Active", "Archive"
Reseller	Select a reseller (company) to filter the list by

To apply the specified search criteria, click the Search button; to cancel the applied parameters, click Reset.

Adding a new Legal Entity

First, you need to click the New Legal Entity button. Then, fill in all the required fields in the pop-up window and click "OK".

General settings

Field	Description
Name	Specify the name of a Legal Entity
Status	Set the status: "active" or "archive"
Reseller	Select a company associated with this Legal Entity
Client Template	Select a template that will be used for all clients belonging to this company by default (see the Clients Template section)
SMTP Credentials	Select SMTP Credentials for this Legal Entity. Credentials are managed in the Data Sources section

Invoicing settings

Field	Description
Date Approach	Allows you to select how the system sets an invoicing date: - "Real date" – sets an invoicing date to actual invoicing date - "Last day" – sets an invoicing date to date of last day of invoicing period
Number Template	Allows to define a default format of invoice's name (i.e., "invoice-%N-%X"). See UI tooltip for details
Last used number	Define the last used invoice number

Logo

Here you can add a file with a company's logo. To delete the company logo, open the edit form of a respective Legal Entity with a logo, then click the delete icon to remove the old logo.

Legal information

Field	Description
Legal Name	Specify the legal name of an entity
E-Mail	Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory
Bank Account	Company's bank account information. For EU PEPPOL invoices: if you put IBAN here, it will be parsed and set in the XML invoices.
Tax ID	An ID of the tax-paying entity
Reg ID	Company's registration ID

Postal address

Field	Description
Postal Address	Physical company address
City	City name
Postal Code	Postal or ZIP code
US State	Customer's state (for the US)
Country	Country name

EU Invoicing

The following settings are used in generating the XML invoices according to the EU PEPPOL specification:

Field	Description
Endpoint Scheme	Select the option from a dropdown that will define the format of the company electronic address (see full list PEPPOL EAS code list)
Endpoint ID	Input the company's unique electronic address
Buyer Reference	Input the reference used for internal routing at recipient

Autocharge settings

Autocharge Settings in the Legal Entity's profile allow configuring the settings for Authorize.net or USAePay payment gateways. These settings will be true for all the clients under the respective Legal Entity.

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

Authorize.Net

Field	Description
Login	API login
Transaction Key	API transaction key
Gateway Currency	A currency declared by the Payment Gateway
System Currency	Default JeraSoft Billing system currency
Payment Account	Payment Account name

USAePay

Field	Description
API Key	API key
API PIN	API PIN to the API key
System Currency	Default JeraSoft Billing system currency
Payment Account	Payment Account name