Typically it is good practice to feed in EVERY Payment Received from your
Customer/Sub-Reseller using this Add Funds option. In order to Execute any Order
placed by your Customers, it is good practice to first Add Funds to that
Customer Account and then pay for the Invoice raised for that particular Order.
Follow the steps below to Add Funds to a Customers/Sub-Resellers Account:
1. Click on Customers -> Billing -> Add Funds or Sub-Resellers -> Billing ->
Add Funds
2. Put in the Email Address of the Customer/Sub-Reseller you want to Add Funds
for.
3. Verify on the Next page that you indeed are adding funds for the Correct
Customer/Sub-Reseller. Additionally on this page we also display the last 3 Add
Funds transactions you have done for this Customer/Sub-Reseller, in order for
you to verify that you are not Adding Funds for the same transaction twice.
4. Fill in the Amount you want to Credit to this Customer. This is the main
field that will be used to add funds to the Customer. The remaining fields are
chiefly information fields. Incase your Selling Currency and Accounting currency
are different, you will have to enter both the values along with a Conversion
rate. If you have chosen to allow the System to maintain your Conversion Rate,
this box will be pre-filled for you. You can choose to modify the conversion rate
incase you require it to be different. The important aspect to note is that we
actually perform a calculation by multiplying the Selling Currency Amount with
the Conversion rate and comparing with the Accounting Currency Amount to ensure
that you make no mistakes in the entry. If these 3 values do not match we will
not allow the transaction.
IMPORTANT
Only upto 3 decimal places are permitted for any of these fields.
5. If you have received the money from your
Customer/Sub-Reseller then you should choose to add this amount as a Receipt;
otherwise choose Credit Note.
A Credit Note may be raised for any of the following reasons
6. Mention an appropriate Description for the Receipt/Credit
Note that will make identifying this fund's source, amount, date, etc. clear to
both yourself and your Customer/Sub-Reseller.
IMPORTANT
In case of a manually raised Receipt/Credit Note,
the
description of the Receipt/Credit Note can be modified at a later stage as
mentioned below -
-
Login to your Reseller Admin
Control Panel from http://hioxindia.myorderbox.com/reseller
-
Go to Customers -> Billing
-> List Transactions for Customers / go to Sub Resellers ->
Billing -> List Transactions for Sub Resellers.
-
Click on the description link of the Receipt/Credit Note
to view the Receipt/Credit Note Details page.
-
Click on Modify Description button.
-
Modify the content in the Description field and
click on Modify to submit the change.
7. A Transaction Key is a per transaction unique set of
characters or numbers or any word that would easily allow you to differentiate
every instance of a manually raised Receipt or Credit Note. This key ensures
that you do not add the same transaction twice into the system.
IMPORTANT
If you enter the same Transaction Key in multiple
transactions, then you will receive an error message. You need to do the
following when you encounter this error:
1. Depending upon whether you are adding funds for your
Customer or Sub-Reseller, you need to go to either Customers -> Search
or Sub-Resellers -> Search.
2. Mention the Customer/Sub-Reseller's Email Address
(as the case maybe) and click on the Search button.
3. Click on the Customer/Sub-Reseller to view their details.
4. Click on the List Transactions button to review if
these funds have already been credited to your Customer/Sub-Reseller. You
may also perform an advanced search by clicking on the Advanced Search
button on the top of this page.
Now,
-
if these funds have been already added to your
Customer/Sub-Reseller's Debit Account Balance, then you should not
proceed adding these funds again.
-
if you can not locate a transaction of the same amount
and date as the one you are adding at present, then this Add Funds
Transaction must be unique but the Transaction Key you are mentioning
has already been associated to a previous transaction.
In this case, you should press your Web Browser's Back button and
continue this Add Funds transaction with another Transaction Key.
8. You can choose to Add this amount to the Total Receipts figure for that
Customer/Sub-Reseller.
