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This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.26 or visit our current documentation home page.
View User Guide 3.26 or visit our current documentation home page.
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 |
|---|---|
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 a list of reseller's users |
 | 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 clients in the Clients section |
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:
| ||
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 | |
Reseller Removal
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.
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