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

• Name: specify the name of a Legal Entity
• Status: set the status:
  • "active"
  • "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

• 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

• 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
• Postal Address: Company's postal address
• Bank Account: Company's bank account information
• Tax ID: an ID of the tax-paying entity
• Reg ID: Company's registration ID

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