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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 the agency plan and any scheduled plan change.

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 the agency plan, resume or cancel the agency subscription, and see any plan change scheduled by the Super Admin.
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 and any scheduled plan change 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

Customer Subscriptions​

When an agency bills a customer workspace, the Billing page also shows a Customer subscription card. This card shows the plan, subscription status, renewal or trial end date, workspace limits, and any agency coupon.

The customer can review the subscription and request cancellation from this card. Plan changes, coupons, and billing assignments stay with the agency in Settings > Customer Billing.

The customer subscription is separate from the agency's platform plan and from saved cards or wallet balance. See Customer Billing (SaaS Rebilling) for the full model.

Agency Plan Changes​

Agencies do not choose a new platform plan from the Billing page. Platform plan changes are made by the Super Admin in Agencies > Actions > Change Plan.

When the Super Admin schedules a plan change, the agency's Billing page shows a scheduled plan notice with the date, time, and timezone when the new plan takes effect. The current plan stays active until then.

Agencies can resume or cancel the agency subscription from Billing. Cancelling the agency subscription can prevent agency users from signing in, so review the confirmation carefully.

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 see the platform plan subscription section. Plan changes are scheduled by the Super Admin; agencies can review the plan, resume it, or cancel it.
  • 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.