Legal Entities

In this article

Legal Entities in JeraSoft Billing provide added convenience to the multibranding case.

If you are using the system to manage your multiple brands or sub-companies, you can bill a group of Clients under the same Reseller but billing them 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:

Screenshot: Legal Entities section

Column name	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:

Screenshot: Advanced Search drop-down menu

Field

Description

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 Legal Entity

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.

Screenshot: Adding a new Legal Entity

Information block	Fields Description

Useful Tip

You can use multiple emails per field if necessary. Just separate them with a comma or semicolon.

Attention

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.

Autocharge Settings

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

Screenshot: Autocharge Settings

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

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