> ## Documentation Index
> Fetch the complete documentation index at: https://docs.isptriage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing overview

> Clients, profiles, services, and billing workflows

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

## Core concepts

| Term                | Meaning                                                                             |
| ------------------- | ----------------------------------------------------------------------------------- |
| **Client**          | A customer account (may link to a portal user)                                      |
| **Billing profile** | Payment terms, Stripe customer, tax settings per client                             |
| **Service**         | A subscribed service from a **service template** (speed tier, price, billing cycle) |
| **Invoice**         | Bill for a period; line items from services and fees                                |
| **Payment**         | Recorded payment (manual or Stripe auto-pay)                                        |

## Billing dashboard

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

## 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.

## 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.

## 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

## Failed transactions & write-offs

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

## 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.