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Billing Module

What This Is​

The Billing module helps you manage payment cards, wallet balance, auto-renew or auto-pay, transaction history, and agency subscription details in Franmantra CRM.

When To Use It​

Use Billing when you want to:

  • Add or manage payment cards.
  • Add money to the wallet.
  • Turn auto-renew or auto-pay on or off.
  • Review transaction history.
  • Review or upgrade the plan from an agency account.

What You Can Do​

In the Billing module, you can:

  • Manage saved payment cards.
  • Add money to the wallet balance.
  • Enable or disable auto-renew or auto-pay.
  • Review previous billing activity in transaction history.
  • Review and upgrade the plan when you are using an agency account.
Billing page showing wallet, cards, plan, and transaction history sectionsBilling page showing wallet, cards, plan, and transaction history sections

Basic Workflow​

  1. Click the settings icon in the header.
  2. Open Billing from the left sidebar.
  3. Confirm the agency Stripe account is connected before adding cards.
  4. Add or manage saved payment cards.
  5. Manage wallet balance and auto-renew or auto-pay.
  6. Review plan details if you are using an agency account.
  7. Review transaction history.
Billing page showing wallet, cards, plan, and transaction history sectionsBilling page showing wallet, cards, plan, and transaction history sections

Example​

If your business needs to keep payment details current, open Billing to add a valid card, add wallet balance, turn auto-renew or auto-pay on, and review transaction history.

Notes​

  • Agencies and sub-accounts can manage cards, wallet balance, auto-renew or auto-pay, and transaction history.
  • Only agencies can manage the plan subscription section and upgrade plans.
  • The agency Stripe account must be connected in All Services before cards can be added for the agency or any sub-account.
  • Keep payment information current to avoid billing problems.