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The Billing area is for staff with billing permissions. It covers the customer financial lifecycle from service assignment through invoicing and collections.

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Core concepts

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Billing dashboard

Start at Billing → Dashboard for receivables summary, recent activity, and shortcuts.

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Clients

Billing → Clients lists all customer accounts. Typical workflows:
  • Add client — Create account, contact info, service address
  • Billing profile — Set billing day, payment method, tax class
  • Services — Attach or change service templates (plan changes)
  • Suspend / activate — May integrate with RADIUS and network policies
Use client detail pages as the hub for invoices, payments, tickets, and network context.

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Service templates

Billing → Service Templates define reusable plans:
  • Recurring price and billing interval (monthly, quarterly, annual)
  • Descriptions shown on invoices
  • Attributes used for reporting (service type)
Assign templates when adding or changing client services.

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Automation (background)

Scheduled jobs (server cron) commonly handle:
  • Invoice generation on billing day
  • Auto-pay via Stripe for clients with stored payment methods
  • Overdue status updates

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Failed transactions & write-offs

  • Failed Transactions — Stripe or payment failures needing follow-up
  • Write Offs — Bad debt and adjustment workflows

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Client portal

Clients with portal access see Billing → (their view): invoices, download PDF, add payment method, pay outstanding balance. Staff actions in admin billing do not require the client to be logged in.