Finance
The Finance module is where you manage the money side of your ISP: the bills you raise, the payments you collect, and the bank accounts that money lands in. Everything here is scoped to your site and shown in your site's currency.
The money flow
Money moves through Finance in a simple chain:
- An invoice is raised against a subscriber — either automatically when they recharge/renew, or manually by you. It lists what they owe.
- A payment is recorded against that invoice when the customer pays. The invoice then shows as Paid (or Partial Paid if they paid only some).
- The money is tracked in a Virtual Bank — if the payment came in by bank transfer, cheque or direct deposit, you point it at the account (a "Virtual Bank") it landed in, so your books match your real bank/cash.
A Proforma invoice is an optional preliminary bill (a draft/quote) you can raise before the final tax invoice — useful for giving a customer an amount to approve first.
What's in this module
| Page | What it's for |
|---|---|
| Finance Dashboard | An at-a-glance view of collections, outstanding money, and your top payers and debtors. |
| Invoices | Every tax invoice: view, receive payment, print, email, and roll back. |
| Proformas | Preliminary/draft invoices that can be converted into real tax invoices. |
| Payments | Every payment received: add a payment, print/email receipts, cancel or transfer. |
| Virtual Bank | The accounts money is collected into, with their transaction ledgers. |
Who Can Use This Feature
ISP billing, accounts and front-desk staff. Each page and action is controlled by its own permission, so a cashier might only add payments while an accountant can also edit invoices and manage banks.
Key terms
- Tax Invoice — the final, official invoice a customer owes.
- Proforma Invoice — a preliminary/draft invoice, not yet final.
- Receive Payment — record money received against one or more invoices.
- Virtual Bank — a named account/ledger (a cash box or a real bank account) that collected money is tracked in.
- Wallet — a subscriber's stored balance; overpayments go here and can pay future invoices.
Related Guides
- Subscriber billing & lifecycle — how invoices are generated during recharges and renewals.