{% extends "ui/templates/base/layout.html" %} {% block content %}

Audit Firm Subscription Billing

PB2: manage SaaS subscriptions and generate platform bills for Audit Firms.

{% if synced %}

Sync completed: {{ synced }}

{% endif %}
{% if can_manage %}
New Subscription {% endif %} {% if can_generate %} Generate Audit Firm Bills {% endif %}

Active Audit Firm subscriptions

{% for row in rows %} {% set sub = row.subscription %} {% else %} {% endfor %}
Audit Firm Subscription Plan Cycle Base Amount Usage Count Status
{{ sub.account.display_name if sub.account else '-' }} {{ sub.subscription_code }} {{ sub.plan.name if sub.plan else '-' }} {{ sub.billing_cycle }} {{ '%.2f'|format(sub.amount or 0) }} Clients: {{ row.usage.clients }} · Employees: {{ row.usage.employees }} · Consultants: {{ row.usage.consultants }} · Branches: {{ row.usage.branches }} {{ sub.status }}
No Audit Firm subscriptions found. Sync Audit Firm accounts, create a plan, then create subscriptions.

Audit Firm billing accounts

These are platform billing accounts linked to your Audit Firm master. They are separate from firm-level client billing.

{% for account in audit_firm_accounts %}
{{ account.display_name }}
Code: {{ account.account_code }} · Status: {{ account.status }}
{% else %}
No Audit Firm billing accounts synced yet.
{% endfor %}
{% endblock %}