{% extends "ui/templates/base/layout.html" %} {% block content %}
PB4: manage platform subscriptions and generate bills for consultant SaaS/tool access.
{% if synced %}Sync completed: {{ synced }}
{% endif %} {% if created %}Consultant subscription created.
{% endif %}Use CONSULTANT-target platform plans. If no plan appears, create a plan with Target Account Type = CONSULTANT.
| Consultant | Subscription | Plan | Cycle | Base Amount | Tool Usage | 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) }} |
Managed Clients: {{ row.usage.managed_client_count }} · Portal Users: {{ row.usage.user_account_count }}
Workspace: {{ row.usage.workspace_type }} · Plan: {{ row.usage.workspace_plan }}
|
{{ sub.status }} |
| No consultant subscriptions found. Sync consultant accounts, create a CONSULTANT plan, then create subscriptions. | ||||||
These accounts are for platform billing of consultant SaaS/tool access. They are separate from firm-level billing and consultant master records.