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Billing Summary

Billing Summary is the system-level financial dashboard that consolidates billing and usage data across every tenant in the platform. System administrators use it to track outstanding balances, monitor subscription health, review AI charges by tenant, and identify tenants with overdue billing periods.

Billing Summary dashboard showing KPI cards, tenant billing table with statuses and amounts due

Accessing the Page

Section titled “Accessing the Page”
  • Route: /billing-summary
  • Menu Path: Settings → System → Billing Summary
  • Primary audience: System administrators only. Accessed via the system admin login at system.portal.net — not the tenant portal.

What you can do here

Section titled “What you can do here”
  • View a platform-wide summary of total amounts due, overdue billing periods, active subscriptions, and pending payments.
  • Browse a per-tenant billing table showing each tenant’s status, current billing period, AI usage charges, and total amount due.
  • Filter the tenant list by tenant status (Active, Demo, Suspended, Disabled, Cancelled) and billing period status (Open, Closed, Paid, Waived).
  • Search tenants by name or subdomain.
  • Click a tenant row to navigate directly to that tenant’s detail page with the Billing tab pre-selected.
  • Review storage consumption across all tenants using the integrated Storage card.

Common tasks

Section titled “Common tasks”
  1. Open Settings → System → Billing Summary at system.portal.net.
  2. Check the four KPI cards at the top for a quick health summary: total amount due, overdue period count, active/demo split, and pending payments.
  3. Use the Tenant Status filter to isolate a specific tier (e.g., Active only) and the Period Status filter to find open or unpaid periods.
  4. Search by tenant name or subdomain to jump directly to a specific account.
  5. Click a tenant row to open the tenant detail page with the Billing tab active for full period history and invoice management.
  6. Use the Storage card to see overall platform storage usage and a link to the Storage Overview page.

Notes

Section titled “Notes”
  • Amounts are displayed in USD. The formatCurrency helper in the frontend always renders values in USD.
  • Rows with one or more overdue periods display a red left border and an alert icon next to the total amount due.
  • Demo tenants show a Demo expires countdown rather than a subscription start date in the Subscription column.
  • Active tenants show an Active since relative timestamp in the Subscription column.
  • The AI usage column shows charges for the current billing period only. Historical charges are available in the tenant detail Billing tab.
  • The Storage card pulls the same data as the Storage Overview page and shows an alert when any tenant reaches 80 % or more of its quota.

Dashboard sections

Section titled “Dashboard sections”

KPI Cards

Section titled “KPI Cards”

Four summary cards appear at the top of the page and update in real time as filters change.

Billing Summary KPI cards showing Total Amount Due, Overdue Periods, Active/Demo split, and Pending Payments

CardWhat it shows
Total Amount DueSum of all outstanding amounts owed across all tenants in the current period
Overdue PeriodsCount of billing periods that have passed their due date without payment; the card turns red when the count is above zero
Active SubscriptionsActive tenant count / Demo tenant count displayed as X / Y
Pending PaymentsCount of payments that have been initiated but not yet confirmed; the card turns yellow when the count is above zero

Tenant Billing Table

Section titled “Tenant Billing Table”

A paginated, sortable table listing one row per tenant. Clicking any row navigates to the tenant detail page with the Billing tab active.

Billing Summary tenant billing table with filter bar showing tenant status, period status, and amounts due

ColumnSortableDescription
TenantYesTenant display name and subdomain
StatusYesTenant lifecycle status badge
SubscriptionYesActive-since date or Demo-expires countdown
Current PeriodYesPeriod status badge, period label, period amount, and user count
AI UsageYesAI charges for the current billing period (USD)
Total DueYesSum of all outstanding amounts; overdue count shown in red below the total
Last PaymentYesRelative timestamp of the most recent payment received

The row action View navigates to the tenant’s billing tab. Clicking the row itself has the same effect.

Storage Card

Section titled “Storage Card”

A summary card below the KPI row shows:

Billing Summary Platform Storage card showing total usage across all tenants with a link to the Storage Overview page

  • Total storage used across all tenants (in human-readable bytes).
  • An overall usage progress bar calculated against the sum of all tenant quotas.
  • A warning when one or more tenants are at 80 % or above of their storage quota.
  • A View Details link that navigates to the Storage Overview page at /storage.
Section titled “Related Pages”