Billing

Billing is a crucial component of any business process. The smooth operation of this department affects the stability and success of the entire enterprise.

In the "Billing" section of the Consta admin panel, you have convenient access to financial data and operations.

We will look through how to set up and use this section for payment monitoring, account and transaction management, as well as optimizing accounting processes.

Every time a user of your Enterprise clicks the "Buy Product" button, an invoice is automatically generated:

All invoices, or bills, are displayed in the "Billing" section of your account, and they look like this:

Each invoice has a status, it can be of two types: Paid and Unpaid. Let's take a closer look at a paid invoice, for this click on "MANAGE", and then "View":

This is where all information about the buyer, costs, and transaction is stored:

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

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

Let's look at an invoice in which the payment has not been made:

Unlike a paid invoice, in an unpaid one, you will not find a transaction ID because it did not occur:

To complete the unsuccessful transaction, you can manually carry it out instead of the user. To do this, go to the "Pay Now" section:

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

In case you have several Enterprises, you have the ability to switch between their "Billing" pages. For this, click on the name of the Enterprise at the top of the screen, then on the name of another Enterprise, as shown in the screenshot:

You also have the ability 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 the other invoices, and will have the status "Unpaid".