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Finance Workflow Audio

Finance Workflow

1. Introduction​

This tutorial guides you through the key responsibilities of a Finance user: creating subscription plans, setting credit rates, and generating financial reports.

2. Step 1: Create a Subscription Tier​

  1. Navigate to the Billing page.
  2. Select the Subscription Tiers tab.
  3. Click Add New Tier.
  4. Enter the following details:
    • Name: Enterprise Plan
    • Price: 99.99
    • Credits: 20000
    • Features: Priority Support, Unlimited Projects
  5. Click Save. The new tier is now available for users to purchase.

3. Step 2: Configure Credit Rates​

  1. Switch to the Credit Settings tab.
  2. Find Price Per Credit.
  3. Enter 100 (100 credits per $1).
  4. Click Save.

4. Step 3: View Financial Reports​

  1. Click on the Project Invoices tab.
  2. Select a billing period (e.g., last month).
  3. Click Download PDF to export the invoice for internal accounting.

5. Step 4: Adjust a User's Balance​

  1. Go to the Credit Management tab.
  2. Search for a user (e.g., demo@example.com).
  3. Click Edit.
  4. Add 500 credits to the Awarded field as a goodwill gesture.
  5. Click Save.