Billing Dashboard

Billing Dashboard Overview

The Billing Dashboard provides a comprehensive view of the customer's billing information, including product subscriptions, account balance, and transaction history.

Getting Started with Billing Dashboard

To View Billing Dashboard in your Acefone account, first log in using your unique User ID and Password. Once logged in, you will be directed to the main dashboard. From there, locate the navigation menu on the left-hand side of the screen and click on "Billing." A set of options opens up. One of these options is the "Billing Dashboard".

1. Top Metrics

Field	Description
Available Balance	Displays the current balance in the account.
Due Charge	Shows the total outstanding amount that needs to be paid.
Credit Limit	Indicates the credit limit assigned to the customer.
Next Billing Date	Specifies the upcoming billing date.
Billing Cycle	Displays the frequency of billing cycles (e.g., 30 days).
SMS Balance	Displays the remaining SMS credits available for the account.

2. Products and Subscriptions

Field	Description
Add Balance	Add funds to the account's available balance.
Set Balance Threshold	Define a minimum balance level for notifications or actions when reached.
Adjust Balance	Modify the account balance manually.
Send Payment Link	Generate and send a payment link to the customer for dues or renewals.
Add Product	Add a new product to the customer's subscription or account.
Add Subscriptions	Add a new subscription plan for the customer.
Add SMS	Add SMS credits to the customer's account for usage.

Active Products

Field	Description
Name	Product name.
Quantity	Number of units subscribed.
Billing Frequency	The frequency of billing (e.g., monthly).
Total Amount	Total cost of the subscription.
Volume Discount	Discounts applied based on volume usage.
Start Date	The date when the subscription began.
Last Renewal Date	The most recent renewal date.
End/Renewal Date	Date when the subscription ends or renews.
Actions	Options available for managing Active Products: Volume Discount History: View the history of volume discounts applied to the product or subscription. Edit: Modify product or subscription details such as quantity or billing frequency. Add Minutes: Add extra talk time minutes to the subscription or product. Delete: Permanently remove the product or subscription. Refund: Process refunds for the product or subscription in case of cancellation/errors.

Active Subscriptions

Field	Description
Name	The name of the active subscription plan.
Quantity	The number of units associated with the subscription (e.g., users, licenses).
Billing Frequency	How often the billing occurs (e.g., monthly, yearly).
Charge	The cost associated with the subscription per billing cycle.
Start Date	The date when the subscription became active.
Last Renewal Date	The most recent date when the subscription was renewed.
End/Renewal Date	The date when the subscription will either end or is due for renewal.
Actions	Options available for managing the Subscription: Delete: Remove the subscription. Refund: Process a refund for the subscription.

Upcoming Products

Field	Description
Name	The name of the product that is scheduled to be activated in the future.
Quantity	The quantity of the product to be activated (e.g., units, licenses).
Billing Frequency	How often the billing will occur (e.g., monthly, yearly).
Total Amount	The total cost of the product for the specified billing frequency.
Volume Discount	Any applicable volume discount for the product.
Start Date	The date when the product is scheduled to be activated.
End/Renewal Date	The date when the product will either end or require renewal.
Actions	Options available for managing Upcoming Products: Delete: Permanently remove the product or subscription. Refund: Process refunds for the product or subscription in case of cancellation/errors.

Upcoming Subscriptions

Field	Description
Name	The name of the subscription that is scheduled to start in the future.
Quantity	The number of units associated with the upcoming subscription (e.g., users).
Billing Frequency	How often the billing will occur (e.g., monthly, yearly).
Charge	The cost associated with the subscription per billing cycle.
Start Date	The date when the subscription is scheduled to begin.
End/Renewal Date	The date when the subscription will either end or be up for renewal.
Actions	Options available for managing the Upcoming Subscription: Delete: Remove the subscription. Refund: Process a refund for the subscription.

Closed Products

Field	Column
Name	The name of the product that has been deactivated or closed.
Quantity	The quantity of the closed product (e.g., units, licenses).
Billing Frequency	How often the billing occurred when the product was active (e.g., monthly).
Total Amount	The total cost associated with the product during its active period.
Volume Discount	Any discount applied during the active period of the product.
Start Date	The date when the product was activated.
End Date	The date when the product was closed or deactivated.

Closed Subscriptions

Field	Description
Name	The name of the subscriptions that has been deactivated or closed.
Quantity	The quantity of the closed subscriptions (e.g., units, licenses).
Billing Frequency	How often the billing occurred when the subscription was active (e.g., monthly).
Charge	The cost associated with the subscription during its active period.
Start Date	The date when the subscription started.
End Date	The date when the subscription was closed or deactivated.