reseller

is added when reseller has a customer specific business

General Finance Setting

The Reseller Control Panel allows you to customize various finance parameters as follows:

  1. Login to your Control Panel. See details

  2. In the Menu, point to Settings -> Finance & Billing and then click General Settings.

  3. Modify all the information in the form to suit your needs. The various fields in the form are explained below:

    • Selling Currency and Accounting Currency: Selling Currency represents the currency in which you wish to sell your Products to your Customers and Sub-Resellers, whereas Accounting Currency represents the currency in which you maintain your books of accounts in your Country.

      Additional Information

      Selling and Accounting Currencies

      Modifying Selling Currency / Accounting Currency:

      1. Click the To change the currencies above click here >> link.

        Attention
        • It is important that you select the Selling Currency and Accounting Currency carefully at the time of signing-up as a Reseller. If the need arises, you may modify the Selling and/or Accounting Currency as long as there are no transactions performed within your Reseller Account.

          You will encounter the below error message in case any Transaction has already been performed within your Reseller Account -

          You have some transactions in your account and therefore you cannot change your currency now.

        • If your Reseller Account already has Transactions associated with it and you wish to conduct your business using some other Currencies, you may create a Sub-Reseller Account for yourself with the preferred Currencies, under your Main Reseller Account. Your Main Reseller Account with needs to be Credited with actual funds. You can then add virtual Funds to your Sub-Reseller Account and conduct your business through this Account.
      2. Select the desired Selling Currency/Accounting Currency.

      3. Submit the modification by clicking the Proceed button.

    • Currency Conversion Rate: This represents the conversion rate between your Selling Currency and Accounting Currency. If you have chosen a different Accounting currency from your Selling Currency, the system will also automatically calculate your Forex Gain/Loss per transaction for you.

      Alternatively, you can keep modifying this value on a regular basis to represent the accurate conversion rate between your Selling Currency and Accounting Currency. This can be enabled by selecting the checkbox adjacent to I
      would like to Maintain the currency exchange rate myself
      .

    • Funds Threshold Level: Set this to a comfortable amount such that the the System notifies you when Funds in your Reseller Advance Account drop below this level. For instance, if you set this to 100 in your Selling Currency, then each time your funds drop below 100, you will get an e-mail to replenish your funds.

    • Minimum Transaction Amount: This is a very useful feature which allows you to specify a minimum amount below which your Customers and Sub-Resellers will not be able to pay/add funds using any online payment option. This is useful when you do not wish to allow your Customers and Sub-Resellers to transact small amounts by online methods.

      • Minimum Transaction Amount for making Payments: By setting a value greater than zero in this field, you can restrict your Customers from paying for Invoices/Debit Notes of lesser amounts.

      • Minimum Transaction Amount for Adding Funds: By setting a value greater than zero in this field, you can restrict your Customers and Sub-Resellers from adding funds into the system of lesser amounts.

    • Turn on the generation of Risk Assessment Reports: By default this feature is turned on, as a measure to mitigate fraud when receiving funds from your Sub-Resellers and Customers via any of the following Payment
      Gateways:

      • Authorize.Net Credit Card Gateway

      • VeriSign Payflow Pro Credit Card Gateway

      • PayPal Direct Payment API Gateway

    • Payment Page Information: Apart from various online payment gateways that you can setup to receive payment/funds, you may also choose to receive payment/funds via offline methods. Should you choose to do so, you would need to display various methods by which your Customers and Sub-resellers can make offline payments, such as your Postal Address, instructions for mailing a Cheque or Wire Transfer information. All such information can be submitted here.

      Here, you would find 2 text-boxes in which you can submit the Payment Page content (in HTML). You may submit separate instructions for your Customers and Sub-Resellers, which would be presented to them on the payment page, before settling Invoices or adding Funds from their respective Control Panels.

      Note

      The Invoice Payment Page displayed to your Customers will have the Payment Page content provided above, only when they try to settle pending Invoices from within their Customer Control Panel. If you are using the SuperSite, the Invoice Payment Page content displayed to your Customers during the purchase flow needs to be customized separately.

Receipts & Credit Notes

Receipts and Credit Notes depict the money credited to the account of your Customers/Sub-Resellers. There is not much difference between a Receipt and a Credit Note, except in a definition sense. From an accounting perspective, a Receipt signifies actual Receipt of money, while a Credit Note would be used to credit your Customer/Sub-Reseller with funds without actual Receipt of money. Lets take an example to understand this better:

  • If your Customer sends you a cheque of USD 200, and you credit it to his account, you would do this as a Receipt.

  • If you decide to offer your Customer a discount on his previous Registrations, you may choose to pass a Credit Note for that discount, by adding funds to the Customers account using a Credit Note. There is no actual receipt of money, but you still wish to Add Funds to that Customers Account.

Both Receipts and Credit Notes are used to Add Funds to your Customer's/Reseller's account in that sense. Any Receipt added immediately adds to the available balance of your Customer or Sub-Reseller.

Lets look at the fields that make up Receipts and Credit Notes:

  • Transaction ID: This is a numerical integer value which uniquely identifies every transaction. The system automatically generates serial numbers for you, separately for your Customers and your Sub-Resellers, starting
    from 1, incrementing upwards for each additional Receipt and Credit Note created.

  • Transaction Date: This is the date on which the Receipt/Credit Note was created.

  • Description: This is the description of the Receipt/Credit Note.

  • Receipt/Credit Note Amount: This is the amount of the Receipt/Credit Note. On adding the Receipt/Credit Note, this amount gets added to the total available balance of that Customer/Sub-Reseller. In case your Selling Currency is different from your Accounting Currency, you will see the Receipt/Credit Note Amount in both the currencies.

  • Pending Amount: This is the amount of unutilised funds of a particular Receipt/Credit Note. To begin with this will be same as the Receipt/Credit Note Amount. For example, if the Receipt amount is USD 200, the pending amount will also be USD 200. If the Customer now chooses to pay an Invoice of USD 100 using this Receipt, the Pending Amount in the Receipt now will be USD 100. Incase your Selling Currency is different from your Accounting Currency, you will see the Pending amount in both the currencies.

  • Other Details: A Receipt contains several other details such as Contact Information, Tax information, etc..

It is important to note that none of the above fields can be modified once a Receipt/Credit Note is created. The amounts, address information, everything remains as it is. Another important aspect to note is that a Receipt/Credit Note
contains even your OWN contact details. If you click the Print button in the Receipt/Credit Note Details view, it will show your contact details too. These contact details are separately stored with each Receipt/Credit Note. These too cannot be modified. Even if you change your company name after 1 month, it will not affect the Receipts/Credit Notes already raised under the previous company name. This change will only affect newer transactions.

Lets understand the different types of actions that can be performed on a Receipt/Credit Note. These actions are accessible from the toolbar in the Receipt/Credit Note Details view:

  • Print: You can use this button to obtain a Printable Copy of the Receipt/Credit Note for your reference.

  • Download: You can use this button to download a copy of the Receipt/Credit Note as a PDF file.

  • Chargeback/Refund: In the event that you receive a Chargeback (payment dispute) or wish to Refund a Receipt/Credit Note, you may do so from within the particular Receipt/Credit Note's Details view itself, by selecting the appropriate option in the drop-down and clicking the Go button.

    An additional concept which is important to note with respect to Receipts and Credit Notes is the maintenance of the Total Receipts figure. A Total Receipts figure is maintained for every Customer/Sub-Reseller of yours, and appropriately modified for every Receipt or Credit Note added for that Customer/Sub-Reseller. This Total Receipts figure is then used to offer discounts to Sub-Resellers and Customers doing higher volumes of business.

Debit Notes

Debit Notes are Transactions signifying a payment that your Sub-Reseller or Customer Owes you, just like Invoices. In fact structurally they are very much like Invoices. Though they have a different meaning. Invoices always depict sales, while Debit Notes on the other hand are used for deducting money from your Customer's or Sub-Reseller's Account without a sale being made. This is akin to the definition of a Debit Note in the pure accounting sense. Lets take a few examples to understand the difference between an Invoice and a Debit Note:

  • When a Customer buys a Product/Service and you charge him USD 100 for that Product/Service, you would raise an Invoice for the same

  • When a Customer pays you USD 100 and by mistake you credit the Customer USD 1000 in his account, you have to subtract USD 900 from his account in order to rectify your mistake. In order to subtract this USD 900, you will raise a Debit Note

In short, a Debit Note is used to deduct funds from your Customer's account when the deduction has no relationship to an Order or any Service rendered.

First lets look at the fields that make up a Debit Note:

  • Transaction ID: This is a numerical integer value which uniquely identifies every transaction. The system automatically generates serial numbers for you, separately for your Customers and your Sub-Resellers, starting
    from 1, incrementing upwards for each additional Debit Note created.

  • Transaction Date: This is the date on which the Debit Note was created.

  • Description: This is the description of the Debit Note, describing the purpose for which the Debit Note was created.

  • Debit Note Amount: This is the amount of the Debit Note. This is the amount your Customer or Sub-Reseller needs to pay for that Debit Note. In case your Selling Currency is different from your Accounting Currency, you will see the Debit Note Amount in both the currencies.

  • Pending Amount: This is the amount pending against this Debit Note. To begin with, this will be same as the Debit Note Amount. For example, if the Debit Note amount is USD 200, the pending amount will also be USD
    200. If the Customer now chooses to make a payment of USD 100 against this Debit Note, the Pending Amount will then be USD 100. In case your Selling Currency is different from your Accounting Currency, you will see the Pending amount in
    both the currencies.

  • Forex Gain/Loss: If your Accounting Currency is different from your Selling Currency, then the System records your Forex Gain/Loss for every transaction. Each time an Debit Note is paid, the appropriate Forex Gain/Loss for that Payment is calculated and maintained by the system.

  • Other Details: A Debit Note contains several other details such as Contact Information, Tax information, etc..

It is important to note that none of the above fields can be modified once a Debit Note is created. A Debit Note can only be balanced. It can never be modified. The amounts, address information, everything remains as it is. Another important aspect to note is that an Debit Note contains even your OWN contact details. If you click the Print button in the Debit Note Details view, it will show your contact details too. These contact details are separately stored with each Debit Note. These too cannot be modified. Even if you change your company name after 1 month, it will not affect the Debit Notes already raised under the previous company name. This change will only affect newer
transactions.

In case of an unpaid Debit Note you may see the below additional field:

Reminder Days: This signifies the number of days after which a reminder for Payment of the Debit Note is sent to your Customer/Sub-Reseller, by the system automatically.

Lets understand the different types of actions that can be performed on a Debit Note. These actions are accessible from the toolbar in the Debit Note Details view:

  • Pay: You can pay the Debit Note using funds from your Customer's or Sub-Reseller's account. On clicking Pay, you will be able to directly use funds from your Customer's or Sub-Resellers account to pay for the Debit Note. This action assumes that your Customer or Sub-Reseller has funds in their account. If your customer or Sub-Reseller does not have funds to cover the Debit Note, you can choose to first Add Funds in their account and then subsequently pay the Debit Note.

  • Cancel: You can cancel the Debit Note using this option. Your Customer/Sub-Reseller will no longer have to pay for this Debit Note.

  • Cancel as Bad Debt: In the event that you are not able to recover either the entire Debit Note amount or a part of the Debit Note amount, even after sending payment reminders to your Customer/Sub-Reseller, you may write off (cancel) the pending Debit Note as Bad Debt. Clicking this button, would raise a Credit Note of the amount pending in the Debit Note (that is being cancelled).

  • Print: You can use this option to obtain a Printable Copy of the Debit Note for your reference.

  • Download: You can use this button to download a copy of the Debit Note as a PDF file.

An additional concept which is important to note with respect to Debit Notes is the maintenance of the Total Receipts figure. A Total Receipts figure is maintained for every Customer/Sub-Reseller of yours, and appropriately modified for every Debit Note added for that Customer/Sub-Reseller. This Total Receipts figure is then used to offer discounts to Sub-Resellers and Customers doing higher volumes of business.

Invoices

Invoices are transactions signifying a payment that your Customer / Sub-Reseller owes you. Invoices are the MOST powerful transaction capability and by far the most powerful feature of the system. It is
important to understand them carefully in order to benefit from them. Invoices provide inbuilt features such as payment protection, and extremely powerful Payment Collection. Let us understand how you can use Invoices to manage your
business.

First lets look at the fields that make up an Invoice:

  • Transaction ID: This is a numerical integer value which uniquely identifies every transaction. The system automatically generates serial numbers for you, separately for your Customers and your Sub-Resellers, starting from 1, incrementing upwards for each additional Invoice created.

  • Transaction Date: This is the date on which the Invoice was created.

  • Description: This is the description of the Invoice, describing the purpose for which the Invoice was created.

  • Order ID: All Invoices are related to an Order. An Invoice is always dependent on an Order. An Invoice can only be created for a particular Order. The Invoice depicts a certain amount of money to be paid for an Order.

  • Invoice Amount: This is the total amount of the Invoice. This is the amount your Customer / Sub-Reseller needs to pay for that Order. In case your Selling Currency is different from your Accounting Currency, you will see the Invoice Amount in both the currencies. The Invoice Amount consists of the following component(s):

    • Invoice Subtotal: This component is the amount calculated based on the Cost Price for the Customer / Sub-Reseller and the duration of the Order. In case your Selling Currency is different from your Accounting Currency, you will see the Invoice Subtotal in both the currencies.

      Note

      This amount may be refundable to the Customer / Sub-Reseller, if the Order is deleted within the specified Money Back Period.

    • Application Fee: Certain domain name extensions (TLDs) have a one-time Application Fee applicable for Registrations in the Sunrise Period, apart from the normal Registration charges. This component represents such Application Fee. In case your Selling Currency is different from your Accounting Currency, you will see the Application Fee in both the currencies.

      Note

      This amount is non-refundable and will be forfeited, even if the Customer / Sub-Reseller is unable secure the Domain Name Registration.

      Additional Information

      Sunrise Period

  • Pending Amount: This is the amount pending against this Invoice. To begin with this will be same as the Invoice Amount. For example, if the Invoice amount is USD 200, the pending amount will also be USD
    200. If the Customer now chooses to make a payment of USD 100 against this Invoice, the Pending Amount will then be USD 100. Incase your Selling currency is different from your Accounting Currency, you will see the Pending amount in both the currencies.

  • Forex Gain/Loss: If your Accounting Currency is different from your Selling Currency, then the System records your Forex Gain/Loss for every transaction. Each time an Invoice is paid, the appropriate Forex Gain/Loss for that Payment is calculated and maintained by the system.

  • Other Details: An Invoice contains several other details such as Contact Information, Tax information, etc..

It is important to note that All of the above fields cannot be modified once an Invoice is created. An Invoice can only be balanced. It can never be modified. The amounts, address information, everything remains as it is. Another important aspect to note is that an Invoice contains even your OWN contact details. If you click the Print button in an Invoice Details view, it will show your contact details too. These contact details are
separately stored with each Invoice. These too cannot be modified. Even if you change your Company name after 1 month, it will not affect the Invoices already raised under the previous Company name. This change will only affect newer transactions. The same applies to applicable Taxes too.

Incase of an unpaid Invoice, you may see any of the below additional fields:-

  • Request Cancellation Days: This signifies the number of days, post which a pending Request will be cancelled if the payment on the Invoice is not made. This will only be visible if a Request is not yet executed. For example, if a Customer places a domain registration request without executing it, the Invoice will display a Request Cancellation Date. If the Invoice is not paid for by the Invoice Cancellation Date, the Request and the Invoice will be canceled. The Request Cancellation date can be set anywhere between 7 and 60 days, in accordance with standard business practices. For instance, a domain registration request could be set to cancel after 7 days, because a service as basic as Domain Registration is unlikely to warrant a longer duration. However, for ancillary services such as Web Hosting, you would want to allow more time for a Customer to pay for it.

  • Order Suspension Date:This signifies the date on which the Order will be suspended if the balance payment in the Invoice is not made.

  • Order Deletion Date:This signifies the date on which the Order will be deleted if the balance payment in the Invoice is not made.

  • Reminder Days: This signifies the number of days after which a reminder for Payment of the Invoice is sent to your Customer / Sub-Reseller, by the system, automatically.

The above four fields are the MOST powerful fields that are available to you with respect to an Invoice. These four fields are not modifiable once an Invoice has been raised.

Now lets understand the different types of actions that can be performed on an Invoice. These actions are accessible from the toolbar in an Invoice Details view.

  • Pay:You can pay the Invoice using funds from your Customer's / Sub-Reseller's account. On clicking Pay, you will be able to directly use funds from your Customer's / Sub-Reseller's account to pay for the Invoice. The pay button assumes that your Customer / Sub-Reseller has funds in their account. If your Customer / Sub-Reseller does not have funds to cover the Invoice, you can choose to first Add Funds in their account and then subsequently pay the Invoice.

  • Cancel as Bad Debt: Once you have executed the request associated with an Invoice and are not able to recover entire Invoice amount from your Customers / Sub-Resellers, you may choose to write off (cancel) the pending Invoice amount as Bad Debt. Clicking on this button, would raise a Credit Note of the pending amount.

  • Cancel: You can only cancel those Invoices that have a Request associated with them and are fully unpaid, using the cancel button. Additionally, if there was any request associated with that Invoice it will be canceled too, unless the Request has already been separately executed. For example, if a Request for Registration of a domain name was placed, an Invoice associated with it will be created. Upon canceling this Invoice, the associated Request will be canceled. This is discussed in more detail separately.

    Additional Information

    Cancelling an Invoice/Debit Note

    Note

    If you wish to cancel an Invoice after the request associated with it has been executed, you need to give a Discount to the tune of the Invoice (to balance the Invoice). Discount is discussed in detail below.

  • Discount: A Discount may be offered either prior to receiving payment for an Invoice or after you have received payment from your Customer / Sub-Reseller. You may Discount an Invoice until it has been completely reversed, through one or more combination of Discounts (including Sales Reversals) and/or Cancellation due to Bad Debts.

    Additional Information

    Discounting an Invoice

  • Print: You can use this button to obtain a Printable Copy of the Invoice for your reference.

  • Download: You can use this button to download a copy of the Invoice as a PDF file.

  • Execute w/o Payment: This is a special action which can only be performed with Invoices of your Customers, which have a Request associated with them. This is explained in detail later in this answer.

  • Types of Invoices

    There are two types of Invoices:

    • Invoices Associated with a Request

    • Invoices that do not have an Associated Request

    Invoices associated with a Request

    These refer to Invoices which have a Pending Request related to them. The Request is fulfilled after the payment of the Invoice. The Request is actually pending with respect to the Order for which the Invoice is raised. For example, if an
    Order Renewal is requested, an appropriate Invoice is created for that Order Renewal. This Invoice is associated with the request of renewal. The Renewal would be carried out once the Invoice is paid for.

    You can perform the following special actions on any Invoice that has an associated Request with it:

    • Execute w/o Payment: You can choose to execute the Request without using your Customer's funds. To do this, click the Execute w/o Payment button. You have two choices when using the Execute w/o Payment option:

      1. Execute the Request, and keep the Invoice as it is. That way your Customer can pay for this Invoice later.

      2. Execute the Request, but Cancel the Invoice. That way your Customer will not have to Pay for this Invoice at all.

    If you choose to keep the Invoice as it is, the request will be executed but the invoice will still show up with the status as Pending Amount against the underlying Order. Your Customers and you may continue to get Payment
    Reminders for this Invoice until they have paid for it, or you have canceled it. It can also result in the Suspension or Deletion of the Order if the Invoice remains unpaid beyond your Payment collection settings for that Invoice. This is
    described in detail further.

    If you execute the request, but cancel the Invoice, the request will be executed, but the Invoice will be canceled, by creating a Discount Credit Note of the balance amount of the Invoice and balancing it against the Invoice. You
    will have to remember to recover the Payment from your Customer yourselves. The system will not assist you in the payment collection for this Request once the Invoice is canceled by means of a discount. You may choose to do this in case you have already received a payment from the Customer. However in that case it is a better idea to feed the payment into the System and balance the Invoice against that. This allows you to maintain records of all your Customers and Sub-Resellers and use the advanced Payment Collection features provided by the system.

    Some salient points to note about Invoices associated with a Request are as follows:

    • Only the System can raise Invoices associated with a Request. This is because requests are automatically created in the System. In fact, you can think of an Invoice associated with a Request as an Order placed by your customer through the interface. The Invoice will be raised based on your Selling Price to the Customer, for whatever Services your Customer Requests.

    • The Request associated with the Invoice can be separately executed by using the Execute w/o Payment option.

    • If the Request is not executed, and the Invoice is cancelled, the Request automatically gets canceled too.

    • If the Invoice is paid for fully, the Request is also executed.

    Let us understand this and some other aspects by using an example. Lets assume a Customer of yours - Customer A, places a Request for Renewal of an Order. The Invoice created for this purpose is as follows:

    Transaction ID: 1

    Invoice Description: Renewal of someorder.com for 1 year

    Invoice Amount: USD 100

    Pending Amount: USD 100

    The above Invoice is automatically created by the System. This Invoice is associated with the Request for Renewal of someorder.com. We can now perform the following actions with the above Invoice:

    • Pay: You or Customer A, can Pay for the Invoice. The Payment can be of the full USD 100 or a partial payment of say USD 50. If the payment made is of the full USD 100, the Renewal request will be executed immediately. If however, a partial Payment is made on this Invoice, then the Request will continue to remain pending until the balance payment is made too.

    • Cancel: If this Invoice is canceled, the Renewal Request associated with the Invoice will be cancelled too, provided the Request has not already been executed.

    • Execute w/o Payment, and Cancel Invoice: If you choose to execute this Request without Payment, and Cancel the Invoice, the Renewal will get executed, but the Invoice will be canceled. The Renewal then cannot be reversed. It would have been completed. You will have to remember to collect the Payment for this Renewal from Customer A yourself.

    • Execute w/o Payment, and Retain Invoice: If you choose to execute this Request without Payment, and retain the Invoice, the Renewal will get executed, and the Invoice will be retained. This way, your Customer's Order is renewed immediately. The Invoice however remains pending in the System, and the System will continue to remind you that you have to Collect this Payment from your Customer. The reminders will continue for as long as you have either recovered the Payment and fed it in the system, or canceled this Invoice. The Renewal action however is irreversible. If after a few days you choose to Cancel the Invoice, the renewal which was already done will not be affected.

      An important point to understand out here is that if you choose to "Execute w/o Payment" and "Keep the Invoice" the Invoice now changes to an Invoice that is NOT associated with a Request. Let us understand this a little better. At this point in time, Customer A had an Invoice which had an associated action - Renewal of someorder.com for 1 year. If you however choose to execute the Renewal without paying for the Invoice, then the Request for renewal does not exist anymore. The Invoice therefore is no more associated with a Request. It continues to be associated with the Order. This Invoice now becomes of the second type - i.e. an Invoice that does not have an Associated Request.

    • Auto-Cancel: If you do not perform any of the above actions on the Invoice, the system will cancel the Invoice and the associated Renewal Request automatically in a predefined time period. This time period is set as the Request Cancellation Date as per your Payment Collection Settings.

    Invoices that do not have an associated Request

    Invoices that are associated with an Order, but do NOT have any PENDING Request dependent on their payment, are known as Invoices that do not have an associated Request. These are Invoices that are directly created by you, by using the Add Invoice function in your Control Panel from within the Billing section under Customers / Sub-Resellers Menu. These Invoices are associated with an Order, but do not have an associated Request. This functionality is provided to allow you to create Miscellaneous Invoices related to an Order and use the Payment Collection systems provided by us to collect your Payments.

    For example, if you have a Customer who buys a Domain Name - abcd.com. If you wish to now charge this Customer a separate charge for some web designing related to this domain name, you can simply raise an Invoice in the system, and the system will take care of the Payment collection on your behalf. This is an extremely powerful capability and you should take time in understanding the functionality available to you.

    Each Invoice which does not have an associated Request has the following extra fields:

    • Order Suspension Date: This signifies the Date on which the Order will be Suspended if the balance payment in the Invoice is not made.

    • Order Deletion Date: This signifies the Date on which the Order will be Deleted if the balance payment in the Invoice is not made.

    These two fields are not available for an Invoice which is associated with a Pending Request. They are only available for Invoices which DO NOT have a Pending Request. These are extremely powerful fields which you can use for your Payment Collection.

    Important aspects to understand about Invoices which do not have an associated Request:

    • These are Invoices manually created by you in order to use our Payment Collection system to collect your Payments.

    • These Invoices do not have any Action or Request associated with them. Paying for these Invoices will not execute any action. Canceling these Invoices will not cancel any action, since there is no action associated with these Invoices.

General Overview of Transactions

The transactions of your customers and Sub-Resellers are maintained in separate tables as separate views. There are four different types of transactions. Namely Invoices, Receipts, Credit Notes and Debit Notes.

  • Invoices and Debit Notes: Each depict the amount of money your Customer/Sub-Reseller owes you

  • Receipts and Credit Notes: Each depict money your customer has paid you, or you have credited to his account

Each of these are discussed in far more detail separately. In this section we deal with a general overview of Transactions.

In your Control Panel you will be able to access various different list views for viewing Transactions of your Customers and Sub-Resellers. Here are some of the ways you can see transactions of your Customers and Sub-Resellers

  • To view Pending Invoices and Debit Notes of your Customers or Sub-Resellers, you can click the Billing Sub-menu in the respective Menus for Customers and Sub-Resellers and then click Pending Payment.

  • Alternatively, under this Billing Sub-menu, you can choose List Transactions to list all types of transactions, or Search Transactions in order to narrow down to a specific one.

  • Transactions of a Specific Customer or Sub-Reseller are also accessible from the Customer or Sub-Reseller Details view.

  • If there are any Pending unpaid Invoices for an Order, those are visible in that Order Details view too.

All transaction List views contain the list of transactions as well as search through transactions.

In any List view, you can click the description of the transaction to check the Details view of that transaction. The Details view of the transaction allows you to perform actions specific to the transaction type. For instance, the Details view of an Invoice allows you to pay for the Invoice, cancel it, execute any associated requests, etc.

The most important type of Transactions are Invoices. Make sure you check out the detailed sections on all aspects related to Invoices in order to make full use of all the features available to you.

No NS A records at Nameservers Failure Message

If you have completed setting your Fully Branded Name Servers and/or Control Panel Login URL, you can generally start using them within 24-48 hours. If you have followed all the instructions correctly, then when you ping your Branded Name Servers or visit your Control Panel Login URLs, you will be able to see results.

Additional Information

Do not be confused when you encounter errors such as No NS A records at nameservers while using some DNS Tools like DNSReport.com. This does not indicate an error and will not affect the
resolution of your domain name or Name Server.

Integrating your Website's Login Form with the Control Panel

If you want to display a login box on your website from where your Customers and Sub-Resellers can login into their respective Control Panels, then you may integrate the following form on your website:

Note

<form method="POST"

action="https://www.foundationapi.com/servlet/AuthenticationServlet&quot;
name="LoginForm">

<input type="hidden" name="redirectpage" value="null">

<input type="hidden" name="currenturl" value="https://<Your Control Panel Branded URL>">

<input type="hidden" name="pid" value="

<Your Reseller Id>">

<input type="text" name="username" value="" size="30">

<input type="password" name="password" size="30">

<input type="hidden" name="role" value="<role>">

<input type="submit" value="Login" class="submit">

</form>

<Your Control Panel Branded URL>: Here you need to mention your Control Panel Branded URL. You can check the same from within your Reseller Control Pane. Point to Settings ->Branding Settings and then click Control Panel. You can either use the Partially Branded URL or the Fully Branded URL. See details

<Your Reseller Id>: You can get your Reseller Id from within your Reseller Control Panel by going to Settings -> Personal Information and then click Primary Profile. Here, the first field is the Reseller Id. You need to mention this number in place of <Your Reseller Id>.

<role>: If you are integrating Sub-Reseller Login, then you need to put in the role as reseller and if you want to integrate Customer Login box, then put the role as customer.