Billing and business management
The commercial engine of the platform: customers, products, orders, invoices, recurring billing, payment tracking, refunds, and reporting.
Customer Records
Store customer details, company info, contact history, and account status. Each customer links to their services, invoices, and tickets.
Recurring Billing
Automate subscription billing with configurable cycles — monthly, quarterly, semi-annual, and annual renewals handled automatically.
Invoice Generation
Generate professional invoices with line items, tax breakdowns, and currency support. Send invoices by email and track delivery.
Payment Tracking
Record payments by method — card, PayPal, bank transfer. Match payments to invoices and reconcile outstanding balances.
Refund Workflows
Process full and partial refunds. Credit customer accounts automatically. Maintain an audit trail of every refund.
Credit Balances
Customers can carry credit balances applied to future invoices. Track credit sources, usage, and remaining amounts.
Reporting & Reconciliation
Revenue reports, outstanding balances, tax summaries, and payment method breakdowns for accounting reconciliation.