Billing

Billing is a crucial component of any business process. The efficiency of this department ensures the stability and success of the entire enterprise.

In the "Billing" section of the Aumify administrative panel, you have convenient access to financial data and operations. We'll explore how to set up and use this section for payment monitoring, account and transaction management, as well as optimizing accounting processes.

Each time a user of your enterprise clicks the "Pay Subscription" button, an invoice is automatically generated.

Every invoice has a status, which can be of two types: Paid and Unpaid. Let's manage the one where the payment did not go through:

To complete a failed transaction, you can manually process it on behalf of the user. To do this, navigate to the "Pay now" section:

In the "Transaction ID" field, enter any value, then click "MARK AS PAID":

Additionally, you have the option to create invoices directly from the "Billing" page. To do this, click "CREATE" in the upper right corner, then fill in the requested data and click "CREATE":

The invoice will be displayed among other bills and will have the "Unpaid" status:

If you need to refund the user, you can do it in the "Refund" section:

Here you are offered to select additional refund conditions and click "MAKE REFUND":