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

Consultant SaaS/Tool Billing

PB4: manage platform subscriptions and generate bills for consultant SaaS/tool access.

{% if synced %}

Sync completed: {{ synced }}

{% endif %} {% if created %}

Consultant subscription created.

{% endif %}
{% if can_manage %}
{% endif %} {% if can_generate %} Generate Consultant Bills {% endif %}
{% if can_manage %}

Create Consultant Subscription

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

{% endif %}

Active consultant subscriptions

{% for row in rows %} {% set sub = row.subscription %} {% else %} {% endfor %}
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.

Consultant billing accounts

These accounts are for platform billing of consultant SaaS/tool access. They are separate from firm-level billing and consultant master records.

{% for account in consultant_accounts[:12] %}
{{ account.display_name }}
Code: {{ account.account_code }} · Status: {{ account.status }}
Email: {{ account.email or '-' }} · Mobile: {{ account.mobile or '-' }}
{% else %}
No consultant billing accounts synced yet.
{% endfor %}
{% endblock %}