Total Clients
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Active Retainers
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Payments Collected (Current Month)
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Failed Debit Orders (Current Month)
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Payment Status Summary (Current Month)
Paid
0
Failed
0
Pending
0
Recent Activity Feed
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Alerts & Flags
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Package Distribution
| Name | Package | Status | Debit Order Status | Actions |
|---|
| Applicant Name | Package Selected | Submission Date | Status | Action |
|---|
Payments
| Client Name | Package Name | Month | Amount | Status | Last Updated | Actions |
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| Client | Status | External Reference | Start Date | Actions |
|---|
| Code | Name | Monthly Amount | Description | Status | Actions |
|---|
Reports
Generate and export reports for revenue, payments, and client status. All reports are read-only.
Select a report type and date range, then click "Generate Report" to view data.
Admin Profile
Email cannot be changed
Change Password
Minimum 6 characters
Billing Cycle Configuration
Default day for generating monthly payments
Number of days after billing date before payment is due
Automatically generate payment records each month
Status Labels (Optional)
Customize status labels for better clarity. Leave blank to use defaults.
JSON format: {"status_key": "Display Label"}
JSON format: {"status_key": "Display Label"}