Billing Admin

Billing admins receive invoices for successful payments and other payment-related emails. After logging in, they can access the dashboard.

The dashboard offers a unified interface for the billing admins to view and update their profile and subscription-related information by clicking on the highlighted links as shown below. They can also view upcoming payment details and promotional credit balances, if any.

Dashboard

1. View Credit Note and Promotional Credits

The billing admins can easily view their available credits—both credit notes and promotional credits—directly from the dashboard in the customer portal.

1.1. View available credits

For paid subscriptions, the dashboard looks as shown below. On the dashboard, the Available Credits KPI is displayed, representing the total amount of credits available.

View available credits

1.2. Credits breakdown

When hovering over the Available Credits KPI, it shows the breakdown:

• Promotional Credits

• Credit Notes

Credits breakdown

1.3. Understanding the credits

• Credit Notes: These are credits generated automatically from the system—often resulting from subscription downgrades or adjustments.

• Promotional Credits: These are manually issued by the company as part of promotional campaigns, customer goodwill gestures, or special offers.

Detailed information about all credit notes associated with a specific subscription can be viewed from the subscription details page as explained here.

2. View and Download Invoice

For paid subscriptions, the dashboard looks as shown below. They can view and download the latest invoice by clicking Download Invoice.

Download Invoice

The dashboard has a dropdown menu, Menu with which users can switch between the pages — Profile, Subscriptions, and then back to the Dashboard.

Menu

We will now look at managing the profile and subscriptions in the coming sections.