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

Client Compliance Dashboard Billing

PB3: manage platform subscriptions and generate bills for client compliance dashboard access.

{% if synced %}

Sync completed: {{ synced }}

{% endif %} {% if created %}

Client dashboard subscription created.

{% endif %}
{% if can_manage %}
{% endif %} {% if can_generate %} Generate Client Dashboard Bills {% endif %}
{% if can_manage %}

Create Client Dashboard Subscription

Use CLIENT-target platform plans. If no plan appears, create a plan with Target Account Type = CLIENT.

{% endif %}

Active client dashboard subscriptions

{% for row in rows %} {% set sub = row.subscription %} {% else %} {% endfor %}
Client Subscription Plan Cycle Base Amount Dashboard Units 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) }} PAN: {{ row.usage.pan_units }} · GSTIN: {{ row.usage.gstin_units }} · Modules: {{ row.usage.module_count }} {% if row.usage.modules %}
{{ row.usage.modules|join(', ') }}
{% endif %}
{{ sub.status }}
No client dashboard subscriptions found. Sync client accounts, create a CLIENT plan, then create subscriptions.

Client billing accounts

These accounts are for platform billing of compliance dashboard access. They are separate from the Audit Firm's client invoices.

{% for account in client_accounts[:12] %}
{{ account.display_name }}
Code: {{ account.account_code }} · Status: {{ account.status }}
PAN: {{ account.pan or '-' }} · GSTIN: {{ account.gstin or '-' }}
{% else %}
No client billing accounts synced yet.
{% endfor %}
{% endblock %}