Billing Overview
What is this?
Billing is AllHeart Web's module for managing customer orders, invoices, payments, subscription plans, and client wallet credit — all in one place, under the "Billing" section of the main sidebar.
How to open it
From any page: Billing (left sidebar, under the Finance group). This expands into Order, Invoice, Transactions, Plan, and Wallet sub-menus. Subscriptions is reached directly at /subscriptions and does not currently appear as its own sidebar entry.
Modules at a glance
| Module | Purpose | Key pages |
|---|---|---|
| Order | Capture what a client is buying | Order List, New Order, Draft, Trash |
| Invoice | Bill the client for an order | Invoices List, New Invoice, Draft, Trash |
| Transactions | Record money received (or refunded) | Transactions List, New Transaction, Draft, Trash |
| Plan | Define reusable pricing (one-time, recurring, or free) | Plan List |
| Wallet | Track client credit balance | Wallets List, Trash |
| Subscriptions | Track active recurring plan assignments | Subscriptions List, Subscription Details |
The typical flow is: create an Order → publish it (which generates an Invoice automatically) → record a Transaction when the client pays. Plans and Subscriptions drive recurring billing separately.