Billing Management

The Billing Management system is a centralized feature designed to track, display, and manage all financial transactions conducted within internal products like Werbooz AI and any upcoming products on the platform. This feature also includes the ability to view and manage any credits assigned or provided by the Werbooz platform, ensuring seamless financial transparency and accountability.

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Overview

Billing Management provides a comprehensive overview of all transactions, including past payments, current balances, and assigned credits. It is designed for organizations to maintain clear records of their financial activities within the platform, helping them track usage, expenditures, and any promotional credits.

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Key Features

1. Transaction History

• View a detailed list of all financial transactions, including:
  • Product Name: The internal product associated with the transaction (e.g., Werbooz AI).
  • Transaction Type: Whether it’s a purchase, subscription renewal, or refund.
  • Date and Time: The exact timestamp of the transaction.
  • Amount: The amount charged or refunded for the transaction.
  • Status: Indicates whether the transaction was successful, pending, or failed.

2. Credits Management

• Display credits assigned or provided by the Werbooz platform for specific products or as part of promotional campaigns.
• Credit Details:
  • Total Assigned Credits: The total credits granted.
  • Used Credits: The credits utilized so far.
  • Remaining Credits: The balance available for use.

3. Future Support for New Products

• The system is scalable, ensuring that any financial activity for upcoming products will seamlessly integrate into the Billing Management system.

4. Downloadable Invoices

• Generate and download invoices for individual transactions, helping organizations maintain accurate financial records.

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Interface Breakdown

1. Transaction History Table

The transactions are displayed in a tabular format for easy navigation and readability.

• Columns in the Table:
  • Date: The transaction date.
  • Product: The product involved (e.g., Werbooz AI).
  • Purpose: Is it subscription or add-on.
  • Amount: The monetary value of the transaction.
  • Status: The current state of the transaction (successful, failed, pending).

2. Credits Section

• A dedicated section displays details about assigned credits:
  • Credits Overview: A summary of total, used, and remaining credits.
  • Credit Utilization History: Logs of where and how credits were utilized.

3. Invoice Download Option

• Each transaction entry includes a "Download Invoice" button for exporting financial records.

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Use Cases

1. Financial Tracking

• Organizations can review all transactions for budgeting and cost analysis.
• Example: Identifying monthly expenditures on Werbooz AI.

2. Credit Monitoring

• Teams can manage promotional credits effectively and ensure optimal utilization.
• Example: Checking remaining credits and their expiry dates to avoid unutilized balances.

3. Auditing

• Download and maintain invoices for all transactions, ensuring compliance with internal or external audit requirements.

4. Forecasting Expenses

• Review past transactions to predict and plan for future expenses on Werbooz AI or any new product.

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Filters for Enhanced Usability

• Date Filter: Narrow down transactions to a specific date range.
• Product Filter: Focus on a specific product like Werbooz AI.
• Purpose Filter: Narrow down search by subscription or add-on.
• Status Filter: View only successful, failed, or pending transactions.

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Conclusion

The Billing Management system is a robust and user-friendly tool designed to provide a clear and transparent overview of financial activities. By tracking transactions, managing credits, and offering advanced filters, it ensures organizations can effectively monitor and control their expenditures within the platform.