Services & Billing (Admin)
Service Catalog
The Service Catalog (under Settings) is where you manage the list of services Bizcom offers. Each service has a name, description, default price, and billing frequency. Services can be organized into presets — bundles that make it easy to assign multiple services to a new client at once.
To add a service: go to Settings → Services → Add Service, fill in the details, and click Save.
[Screenshot: service catalog]
Client Service Assignment
To assign services to a client:
- Go to the client's detail page.
- Click Services & Billing.
- Click Add Service and select from the catalog.
- Set the price (override the default if agreed differently) and billing cycle.
- Click Save — the service is now active for this client.
AR Workflow: Generate → Approve → Send
Accounts receivable follows a three-step flow:
- Generate — At the start of a billing cycle, click Generate Invoice on the client's billing page. The portal creates a draft invoice based on active services.
- Approve — Review the draft. Edit any line items if needed, then click Approve to finalize it.
- Send — Click Send to Client — the client receives the invoice by email and it appears in their portal.
TIP
Always review the draft before approving. Check that amounts match what was agreed and that no services are missing.
Recording Payments
When a client pays, record it in the portal:
- Open the invoice from the client's billing page.
- Click Record Payment.
- Enter the amount paid, payment date, and payment method.
- Click Save — the invoice status updates automatically.
For partial payments, record the amount received and the balance will be reflected as Partially Paid.
Invoice Overdue Auto-Detection
The portal automatically marks invoices as Overdue when the due date passes without full payment recorded. Overdue invoices appear highlighted on the billing page and trigger automatic client reminders. No manual action is needed for detection — but follow up with the client if payment is significantly delayed.