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Client Billing Tab

Published Feb 07, 2026 Updated Feb 07, 2026 4 min read

The Client Billing tab in ISPBox is the per-customer billing workspace for reviewing balances, creating invoices, recording payments, managing pending charges, issuing credit notes, and tracking billing activity.

Overview

The Billing tab in Client View is your per-customer billing workspace.
It is used to review balances, preview the next invoice, add one-time charges, create invoices, record payments, issue credit notes, and track billing audit activity.

Item Value
Menu path Clients → View Client → Billing
URL pattern /clients/view/client_id={id}?tab=billing-tab
Scope Only the currently opened client

1) Billing Summary Cards

The top row provides a quick financial snapshot.

Card Meaning
Total Invoiced Sum of client invoices (void invoices excluded).
Total Paid Sum of completed payments (excluding Sonar discount source).
Balance Due Total Invoiced - Total Paid.
Ledger Balance Sum of ledger entries for the client; if no ledger exists yet, fallback is Balance Due.

2) Upcoming Invoice

This section appears only when the system finds upcoming billable content.

Area What you see
Header Projected issue date, due date, projected total
Service blocks Base price, effective price, estimated tax, service total
One-time items Pending non-service charges that will be included
Summary Subtotal, estimated tax, projected total

Edit Price (per service)

Use Edit price to set a final service amount for the next invoice.

Behavior Result
Final amount > base amount Positive adjustment is added to next invoice
Final amount < base amount Discount adjustment is added to next invoice
Final amount = base amount Existing adjustment is removed

Technical note: adjustments are stored as pending items (service_price_override) and merged during invoice generation.

3) Pending Charges

One-time items waiting to be invoiced.

Action Description
Add Charge Creates a pending invoice item (optionally linked to a service)
Cancel Available for pending items; changes status to cancelled

Add Charge fields

Field Description
Description Required charge label
Amount Required, minimum 0.01
Service Optional service link
Currency Tenant/client billing currency
Schedule Date Optional date; controls when item is eligible
Internal Notes Optional internal metadata

4) Invoices

List of all client invoices with status and actions.

Action Description Availability
View Opens invoice PDF preview Always
Create Invoice Runs invoice generation for this client only Always
Send Sends invoice email manually Client has email, invoice is not void
Issue Credit Note Creates credit note against invoice balance Invoice not void and balance > 0
Void Voids invoice Unpaid and no allocations
Void & Reissue Voids current invoice and creates replacement Same restrictions as Void

Create Invoice behavior

  • Uses selected Issue Date.
  • Runs generation only for this client.
  • Can produce multiple invoices if multiple billable items are due.
  • In this flow, invoices are generated for review (manual send can be done afterward).

5) Payments

Recent payment history and manual adjustments.

Action Description
Record Manual Payment Creates payment entry, allocates funds, updates balances and statuses

Manual payment fields

Field Description
Amount Required, minimum 0.01
Currency Read-only billing currency
Apply to Invoice Optional target invoice
Reference Optional transaction/reference ID
Notes Optional internal note

Allocation logic

  • If an invoice is selected, allocation starts there.
  • Remaining amount is allocated to other open invoices by oldest order.
  • Invoice statuses are updated (paid / partial).
  • Ledger entry payment.manual is created.
  • Audit event is recorded.
  • Payment-received notification flow is triggered (if mail setup allows it).

6) Credit Notes

Corrections issued against existing invoices.

Rule Value
Invoice must be void? No (void invoices are blocked)
Outstanding balance required? Yes
Amount constraints > 0 and <= invoice balance

Effect:

  • Reduces invoice balance.
  • Can move invoice to partial or paid.
  • Creates ledger and audit records.

7) Audit Trail

Shows billing-related audit history for this client:

  • event timestamp,
  • normalized event name,
  • actor (user/system),
  • details (status changes, amount, related invoice/credit note metadata).

Operational Notes

Topic Detail
Client scope All actions in this tab affect only the opened client
Email dependency Manual invoice send and billing notifications require valid mailbox configuration
List windows Payments and credit notes show recent entries; audit trail is limited to latest records for readability
Data integrity Financial actions use transactions and update invoices, allocations, ledger, and audit consistently