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	The Reseller Billing Service Module

Solution The reseller billing module allows Ubersmith to automatically invoice reseller accounts based either on a percentage of the amount received by each or their total resold client count.

In order to use this module properly, a separate brand and admin level user will need to be added for each reseller. The reseller will then be able to log in to Ubersmith and manage their clients from within their own brand. Ubersmith will treat their admin account and their resold clients like any other users. The reseller will then be able to set up their own service plans, invoice notices etc and bill their resold clients as if it was their own Ubersmith instance. It is recommended that each reseller only be given access to their own brand.

To then automate the billing for the reseller you will need to enable the 'Reseller Billing' service module under a service plan in the default brand. This can be done via the 'Service Plans' page in Setup & Admin. The plan can be configured to renew at any desired interval but will need to have the 'post-renew' option enabled.

After the reseller's admin account and brand are set up, add a client account in the default brand that represents their account with the parent company. Under this client account, add a service and associate it with the service plan you have enabled the reseller billing service module on. Enabling this service module will have automatically created a handful of new custom service data fields. They are:

'Billing Method': This field will control what method is used to determine how much to bill the reseller for based on the activity in their brand. 'Percentage' will bill the client a certain percentage of the total payments received in their brand. 'Client Count' will bill based on the number of active client accounts in the reseller's brand.

'Brand ID': This field will be set to the id number of the reseller's dedicated brand.

'Tier 1 Rate': This field is the rate to bill based on the reseller's brand. If using the percentage billing method this should be set to the percentage of their receivable to bill for. If using the client count method this should be set to the dollar value to bill per active client account in the reseller's brand.

'Tier 2 Minimum': The reseller billing module can bill resellers on multiple tiers. This field defines the minimum amount after which the reseller should be billed at the tier 2 rate. If using the percentage billing module it should be set to the minimum amount received by the reseller before entering tier 2. If using the client count method it should be set to the minimum number of active clients before billing clients the tier 2 rate.

'Tier 2 Rate': This field works essentially the same as Tier 1 Rate but will only be applied to receivables or client counts past the Tier 2 Minimum.

Note: Additional billing tiers can be added by duplicating the rate and minimum fields and incrementing the number in the field name (ie: reseller_tier3_min, reseller_tier3_rate, reseller_tier4_min, reseller_tier4_rate etc.)

Once the reseller billing service is added to the client's account a chart will be displayed in the lower right corner of its details page displaying how much the reseller is to be billed for upon their next service renewal. When the reseller's billing service renews the Ubersmith will total up the amount received or the client count in the specified brand and update the service cost. This updated amount will then be included in the reseller's next invoice.

Article Details

Article ID:

155

Created On:

09 Feb 2012 12:42 PM