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Admin billing operations

Billing Operations (/admin/billing) presents platform transaction and refund views for authorized Admins.

Admin Billing Operations with invoice filters and refund actions

Find a record​

Search by invoice, customer, plan, or company. Filter by payment status and account role, then open the invoice for the complete provider and platform context.

Operational actions​

  • Sync Gateway refreshes permitted provider state.
  • Export CSV downloads the current reporting view.
  • Refund begins the refund workflow for a specific invoice.
Refund checklist

Verify the invoice, customer, amount, currency, reason, prior refunds, authority, and approval threshold. Stop if provider and platform records disagree. Record the outcome and recovery or escalation path.

Do not retry a gateway sync or refund blindly after a timeout. Check the provider reference and audit history first to avoid duplicate financial actions.