{% extends "ui/templates/base/layout.html" %} {% block content %}
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 %}Use CLIENT-target platform plans. If no plan appears, create a plan with Target Account Type = CLIENT.
| 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. | ||||||
These accounts are for platform billing of compliance dashboard access. They are separate from the Audit Firm's client invoices.