Making a Borealis Payment

Making a Borealis Payment

1.0 Introduction

You can claim a hub and add controllers and other hardware to your system, but the hardware will not be functional until the cloud subscription has been paid.

Note: There is no subscription charge for a hub but there's is an additional charge for extra storage blocks for system transactions. By default, one storage block is included with each hub. One storage block will provide you with the last 1 million system transactions... these are the events that appear on the live events screen, such as: controller and reader online messages, access granted and access denied messages, door open and closed, etc.

2.0 Contacting Keri Systems

To apply credit to your account or to make a cloud subscription payment, please call one of the following numbers:
  1. Within the UK and Europe – 0044 (0) 1763 273243, then press option 1.
  2. Within the USA and Rest of the World – 001-408-435-8400, then press option 1.
When contacting Keri Systems to make a payment please provide your system name and registered
e-mail address.

  1. The initial payment must be made via credit card and will be a full annual charge.
  2. A one-time payment can be made for the current subscription period which includes all items currently due payment.
  3. An over-payment can also be made (larger than what is due) to make credit available for future purchases/payments.

3.0 Items that Incur a Charge

  1. Readers and Devices - all readers that will be used on the system will incur a subscription charge. Note: To exclude a reader from your subscription please refer to the following document:
    Excluding a reader from your subscription.

  2. Additional Storage Blocks - Additional storage blocks are required if you wish to retain more than 1 million system transactions. Each storage block will provide you with an additional 1 million transactions.

  3. Advanced Permissions - Advanced Permissions are used when there are multiple sites and you wish to assign different operator roles to each of the sites. For example, a system operator may require full administrator rights to site one but restricted administrative permissions to site 2.

  4. Mobile Credentials - Mobile credentials used with the Switch Tech devices must also be paid for. Mobile credentials incur a one-time payment (not subscription based).

4.0 Reader Subscriptions

Readers are added to the subscription when a new controller is added - so a 2-door controller will add two readers to the shopping cart and a 4-door controller will add four readers to the shopping cart. There are two types of NXT readers; Entry readers and Exit readers. Only the Entry readers are chargeable, NXT Exit readers are added free-of-charge.

IMPORTANT NOTES:
  1. NXT Exit readers are only supported when using NXT-MSC controllers - so a door being controlled by an NXT-MSC controller can have two readers (Entry and Exit). Entry readers are automatically added when the controller is added. Exit readers must be manually added to the system via Hardware Setup.
  2. If you have unused readers, for example, you have a 4-door controller but only one of the readers will be used. You should select 'Exclude from Subscription' from the reader's Actions menu.
  3. If you are using Elevator Control, you must first configure Elevator Controllers before paying for readers. This will ensure the reader count is calculated correctly.

4.1 Excluding a Reader from the Subscription

After adding a new controller to the system, the number of readers on the controller will be automatically added to the shopping cart. There may be a situation where one of the readers on the controller is not required (for example; a 4-door controller has been installed but only 3 of the 4 readers will be used). The following article explains how to exclude a reader from your subscription:
Note: If a reader has already been paid for, but is not required, the reader MUST still be excluded from the subscription (a reader slot will become available for any additional reader that is added) - but if no additional readers are subsequently added there will be no charge for the excluded reader after the next billing cycle. 


5.0 Sales Tax and Tax Exemption 

By default, when an order is generated, the appropriate sales tax amount is automatically applied based on the tenant's geographical jurisdiction. If your company is tax-exempt then you can use the Borealis Organizations feature to ensure sales tax is not applied to any new system.

When creating an organization you would also submit a supporting document that proves your tax-exempt status. Once the organization has been approved, a new system will not have any sales tax applied. Click here for further information about setting up and using Borealis Organizations.


6.0 Payment Profiles

6.1 Recurring Payment Profile

When using the recurring payment profile, the charge for the system is made at the end of each billing cycle. When items are added for the first time the recurring order has the status of 'Pending'. Once payment is complete the status will be 'Active'. For subscriptions that are active, at the billing date the subscription will be renewed automatically using the same payment method that was used for the initial payment.

6.2 Standalone Payment Profile

Once a pending order is paid, the new products cannot be added in it directly. However they are added in a standalone order which, once paid, will be transferred to the recurring order. The price for the standalone order is calculated Pro-Rata, meaning that the user will pay only for the leftover of the billing period. When referring to a PENDING ORDER this means recurring or standalone order which is not paid.


7.0 Making a Borealis Subscription Payment

Once you have created an Organization (if applicable) and you have waited for the Organization to be approved you can then create your new Borealis system. Once the new system is setup and ready the hardware can then be added to the system.

Please refer to the system setup and hardware installation sections of the knowledge base for further information:

Borealis System Setup:
  1. https://borealis.kerisys.com/portal/en/kb/articles/create-a-new-system 

Borealis Controller Setup
  1. https://borealis.kerisys.com/portal/en/kb/controller-setup

Once all the hardware has been added, all hardware items will be added to the shopping cart ready for payment to be made. When a payment is made, the first thing the payment system will do is attempt to process the payment using credit available on the account (system credit). If there is no system credit then the payment system will attempt to use Organization Credit. Finally, if there is no Organization credit available the user will be prompted to make a credit card payment.

6.2 Making a Payment Using System Account Credit

Note: Only the System Owner will be able to make payment using account credit.

System Credit and Organization Credit can be applied to your account by contacting Keri Systems sales team after setting up your Borealis system.
  1. From the Borealis admin client, click on the shopping cart icon (in the upper-right corner).



  2. The upper-section of the screen will list the items that are in the cart.
  3. Click on the small expander icon (+) sign to view the individual items.



  4. The lower-part of the screen gives you information about the next billing date, the amount which is currently due and the amount of available account credit.



  5. Place a check mark in the box to confirm you have read the Borealis reseller agreement.
  6. Click the APPLY CREDIT button in the lower right of the screen.



  7. The payment will be taken from the available account credit and the items in the cart will be cleared.

6.3 Making a Payment Using Organization Credit

If your organization has available account credit then this credit can be assigned to a system and can then be used to make a payment for that system. This following steps explain how to assign organization credit and then how to make a payment using that organization credit.

Notes:
- You must be the Organization Owner to view and assign Organization Credit.
- To assign credit to your Organization you will need to speak with Keri Systems sales team.
- A notification e-mail will be sent to the account owner when Organization credit has been assigned to the system.

  1. From the main menu on the left, click on Organizations.
  2. You will see any organizations that the operator is a member of (or an owner of).
  3. Click on the name of the Organization.



  4. The organization details section displayed above will have basic details about the organization.



  5. On the right side of the screen you will see the organization credit information.



    - Assigned credit - This is the amount of credit which has already been assigned to one or more of the organization's systems.
    - Unassigned Credits - This is the amount of credit that is available to assign to one of the organization's systems.
    - Total Organization Credits - This is the total amount of credit that has been assigned to the organization. 

  6. On the right-side of the screen use the Actions drop-down menu for the system that you wish to assign organization credit.
  7. Select Add Credits.



  8. In the Amount field, enter the amount of Organization credit to assign to the selected site.
  9. Click the SAVE button.
  10. The organization credit will then be assigned to the system and the amount will be displayed in the assigned credit field.



  11. This credit can now be used by the system owner to pay for any Borealis payments that are due for that system.
  12. If a payment is due for your system, the shopping cart icon with have a number displayed on it to indicate how many items need to be paid for.



  13. Click the shopping cart icon.
  14. A summary of the items is displayed at the top of the screen.
  15. The payment section will display the total amount due and also the amount of available Organization credit.



  16. Place a check mark to confirm you have read and agree to the reseller agreement.
  17. Click the APPLY CREDIT button on the right side of the screen.
  18. The payment will be made using the available organization credit.

6.4 Making a Payment Using a Credit Card

If there is no system credit or organization credit (or if there is not enough of either credit type) then you will be able to make a payment using a credit card. If there is only enough system or organization credit to partially cover the amount due then the remainder will be covered by the credit card payment.

Notes:
- The credit card must be registered to the same country that the Borealis account is registered to. For example; if the credit card is registered in the US the Borealis account must also be registered in the US. 
- The credit card payment option is only currently available to customers located in the United States and Canada.

  1. Click the shopping cart icon.



  2. The summary of the amount due will be displayed.
  3. Place a check mark to confirm you have read and agree to the reseller agreement.
  4. Click the APPLY CREDIT button on the right side of the screen.
  5. The credit card payment form will appear.



  6. Enter the full credit card number, the card expiry date and the security number on the back of the card (CVV).
  7. Click the SUBMIT button.
  8. The card payment will be processed.


    • Related Articles

    • Borealis FAQs

      1.0 Borealis General Questions What is Borealis? Borealis is Keri Systems’ cloud-based access control system. Borealis gives you complete visibility and control of your system from any computer, tablet or mobile device that has a web browser and an ...

    • Borealis Troubleshooting Guide

      1.0 Borealis System Troubleshooting Cannot view the System - This is most likely caused by the account not being added as a system operator. Once an e-mail has been registered and verified, that e-mail address should then be added as a new system ...

    • Borealis Full Setup Guide

      1.0 Introduction This document aims to guide you step-by-step through setting up a new Borealis system. It explains how to register a new account, create a new system. Add a new site, claim a hub to the site and then add hardware (such as controllers ...

    • Borealis Release Notes - July 2024

      The following document details changes that have been made for the July 2024 release of Borealis. 1.0 Payment and Billing The July release of Borealis includes the Payment and Billing functionality - allowing customers to pay for their Cloud ...

    • Borealis Release Notes - November 2024

      The following document lists the updates that have been included in the November 2024 release of Borealis. Hub Management Improvements The Hub Management Improvements introduces a range of powerful new features designed to enhance control, ...