---
url: >-
  https://docs.corbitaltech.dev/products/whatsmark-saas/admin/sales-management.md
description: >-
  Track and manage all tenant sales in WhatsMark SaaS: view active
  subscriptions, generate invoices, monitor transactions, handle refunds, and
  export sales data for accounting and revenue analysis.
---

# Sales Management

\[\[toc]]

This documentation covers everything from subscription creation, invoicing, payments, analytics, to automation workflows in your SaaS platform.

## Subscription Introduction

Subscription management is a core functionality in any SaaS business. It enables you to automate recurring billing, handle tenant payments, manage plans, and track revenue. WhatsMarkSaaS offers a robust subscription management module designed specifically for WhatsApp marketing SaaS.

**Permissions Required**:

Access is role-based and controlled by permissions:

| Permission                   | Description                   |
| ---------------------------- | ----------------------------- |
| `admin.subscriptions.view`   | View all tenant subscriptions |

Ensure your admin role has these permissions enabled to fully operate subscription management.

### Navigating to Subcription Management

**Location:** Admin Panel → Sales → Subscriptions

### Subscription List Overview

The **Subscription List** screen presents all tenant subscriptions in a tabular format with sortable columns and advanced filters for easy searching.

| Field              | Description                                    |
| ------------------ | ---------------------------------------------- |
| ID                 | Unique identifier for each subscription        |
| Name               | Name of the tenant owning the subscription     |
| Plan              | The active subscription plan (e.g., Basic)     |
| Status             | Current subscription status (Active, Trial)    |
| Period Ends At     | Date until tenant has access                   |
| View Details       | Quick buttons to  view details |

**Example Screenshot:**
![Subscription List](../images/subscription/subscription-management.png)
![Subscription List](../images/subscription/subscription-filters.png)
---------------------------------------------------------------------

### Subscription Status Types

Each subscription can be in one of several statuses reflecting its lifecycle stage:

| Status     | Meaning                                                                 |
| ---------- | ----------------------------------------------------------------------- |
| New        | Subscription is created but not yet activated or payment not completed |
| Active     | Subscription is paid and fully operational                              |
| Trial      | Tenant is currently in a free trial period                               |
| Paused     | Subscription is temporarily paused by admin or system                   |
| Ended      | Subscription period completed successfully and access ended             |
| Cancelled  | Subscription cancelled by tenant or admin before completion             |
| Terminated | Subscription forcefully stopped due to policy violation or abuse        |

Understanding status helps admins take appropriate actions like notifying tenants or adjusting billing.

## Subscription Details View

Clicking on a subscription from the subscriptions list opens the **Subscription Details View**, which provides complete visibility into the tenant’s plan, usage limits, billing history, and lifecycle events.

This view helps admins **monitor subscription health, manage renewals, and audit billing activity**.

***

### Plan Details

Displays the core information about the subscribed plan.

#### Plan Overview

* **Plan Name** (e.g., Pro Plan)
* **Status** (`New`, `Active`, `Trial`, `Paused`, `Ended`, `Cancelled`, `Terminated`)
* **Base Price**
* **Subscription End Date**
* **Auto Renewal** (`Enabled` / `Disabled`)
* **Created At** (subscription start date)

**Active** subscriptions are fully operational and billed automatically when auto-renewal is enabled.

***

### Plan Features

Lists all features and limits included in the subscribed plan.

Typical feature metrics include:

* **Contacts limit**
* **Template Bots**
* **Message Bots**
* **Campaigns**
* **AI Prompts**
* **Canned Replies**
* **Conversations** (Limited / Unlimited)
* **Bot Flows**

Features marked as **Unlimited** are not restricted by usage limits.

***

### Timeline

Shows a chronological log of important subscription events.

Events may include:

* **Activated**
* **Updated**
* **Paused**
* **Renewed**
* **Cancelled**
* **Ended**
* **Terminated**

Each event records:

* **Action type**
* **Date & time**

> 🕒 The timeline is useful for auditing changes and tracking subscription lifecycle history.

***

### Recent Invoices

Displays billing history associated with the subscription.

Invoice details include:

* **Invoice Number**
* **Invoice Date**
* **Amount**
* **Payment Status** (`Paid`, `New`, `Cancelled`)
* **Actions**
  * View invoice
  * Download PDF

**Paid invoices** confirm successful billing, while **pending or failed invoices** may affect subscription continuity.

## Invoice Management

### Invoice List

The invoice list presents all tenant in a tabular format with sortable columns and advanced filters for easy searching invoices generated by the system.

**Location:** Admin Panel → Sales → Invoices

| Field              | Description                                      |
| ------------------ | ------------------------------------------------ |
| Invoice #          | Unique invoice identifier                        |
| Tenant             | Tenant associated with the invoice               |
| Status             | Payment status of the invoice (e.g., Paid)       |
| Amount             | Invoice amount before tax                        |
| Total (With Tax)   | Final invoice amount including tax               |
| Created At         | Date when the invoice was generated              |
| View Details       | Opens the invoice detail view                    |

**Example Screenshot:**
![Invoice List](../images/subscription/admin-invoice-table.png)
![Invoice List](../images/subscription/admin-invoice-table-filters.png)

***

### Invoice Generation Triggers

Invoices are generated automatically under these scenarios:

* New subscription creation (first payment)
* Subscription renewal (recurring charge)
* Plan upgrades or downgrades with proration

### Invoice Details View

The **Invoice Details View** provides a complete breakdown of an individual invoice, including billing information, line items, totals, and transaction history.

**Invoice Header**

Displays the primary invoice metadata and available actions.

* **Invoice Number**
* **Invoice Date**
* **Payment Status** (`Paid`, `New`, `Cancelled`)
* **Actions**
  * **View PDF** – Opens invoice in PDF format
  * **Download** – Downloads invoice PDF
* **From**
  * System or platform billing entity
  * Address details (if configured)
* **To**
  * **Tenant Name**
  * Billing address (if available)

***

**Invoice Summary**

Provides a detailed list of billed items.

| Column      | Description                                   |
|------------|-----------------------------------------------|
| Description | Product or service name                       |
| Price       | Unit price of the item                        |
| Qty         | Quantity billed                               |
| Amount      | Line total (Price × Quantity)                |

**Transaction History**

Lists all payment transactions associated with the invoice.

| Field  | Description                                  |
|-------|----------------------------------------------|
| Date   | Transaction date and time                   |
| Type   | Payment method (e.g., Offline, Online)      |
| Status | Transaction result (`Success`, `Failed`, `Pending`)    |
| Amount | Transaction amount                          |

Multiple transactions may appear if retries or partial payments were attempted.

## Payment Transaction Management

### Transaction List

Displays all payment-related transactions for audit and troubleshooting in a tabular format with sortable columns and advanced filters for easy searching.

**Location:** Admin Panel → Sales → Transactions

| Field               | Description                                      |
| ------------------- | ------------------------------------------------ |
| ID                  | Unique transaction identifier                    |
| Customer            | Customer or tenant associated with the payment   |
| Payment Gateway     | Payment method or gateway used (e.g., Offline)  |
| Status              | Transaction result (e.g., Success, Failed)       |
| Amount              | Transaction amount before tax                   |
| Amount (With Tax)   | Final amount including applicable tax            |
| Created At          | Date and time when the transaction was created   |
| View Details        | Opens the transaction detail view                |

**Example Screenshot:**
![Transaction List](../images/subscription/transaction-list.png)
![Transaction List](../images/subscription/transection-filters-list.png)

***

### Deleting Failed Transactions 

Starting from **v3.0.0**, the **Super Admin** can delete failed transactions directly from the transaction list.

* Only transactions with a **Failed** status can be deleted.
* Navigate to **Admin Panel → Sales → Transactions**, locate the failed transaction, and use the **Delete** action.

::: warning
Deleting a failed transaction is a permanent action and cannot be undone. Only delete transactions that are confirmed as invalid or duplicate failures.
:::

***

### Transaction Processing Flow

Transactions may be processed via:

1. **Automatic:** Through integrated payment gateways like Stripe, PayPal.
2. **Manual:** Admins can record payments directly.
3. **Scheduled:** Recurring charges triggered automatically on renewal.
4. **Ad-hoc:** One-time payments or credits processed outside billing cycle.

## Credit List

This section displays a summary of credit information across all tenants.

**Location:** Admin Panel → Sales → Credit Management

![Credit List](../images/subscription/credit-list.png)

### Components:

* **Total Credits**
  Displays the total amount of credits available across all tenants.
  *Example:* ₹0.00

* **Accounts with Credit**
  Shows the total number of tenant accounts that currently have credit balances.
  *Example:* 1

* **Highest Credit**
  Shows the highest credit balance among all tenant accounts.
  *Example:* ₹0.00

* **Average Credit**
  Shows the average credit balance calculated across all accounts with credit.
  *Example:* ₹0.00

### Credit Accounts Table:

| Id | Customer | Balance   | Updated at  | Action       |
| -- | -------- | --------- | ----------- | ------------ |
| 3  | Brinda   | ₹0.00     | 2 hours ago | View Details |
| 2  | Tenant 1 | ₹0.00     | 3 weeks ago | View Details |
| 1  | vatsal   | ₹3,470.02 | 3 weeks ago | View Details |

* **Search Box:** Allows filtering the list of tenants by customer name or other attributes.
* **Pagination Dropdown:** Controls the number of records shown per page (e.g., 10).

## Credit Details for a Tenant

This view provides detailed credit information for an individual tenant.
![Credit View](../images/subscription/credit-details.png)

### Tenant Info

* **Tenant Name:** `Tenant1`
* **Tenant Status:** Active (highlighted in green)

### Credit Balances

* Displays the credit balance in various currencies.
  *Example:*
  * Indian Rupee (INR): ₹0.00

### Credit Transaction History

* Shows a chronological list of credit transactions related to the tenant.
* If there are no transactions, a message stating **"No Credit Transactions"** is displayed along with a clock icon.

## Subscription Management Lifecycle Video

## Troubleshooting

| Issue                  | Common Causes                                  | Recommended Action                      |
| ---------------------- | ---------------------------------------------- | --------------------------------------- |
| Failed Renewals        | Expired card, insufficient funds               | Verify payment method and retry         |
| Proration Errors       | Incorrect billing cycle setup                  | Review plan proration settings          |
| Missing Invoices       | Invoice generation disabled or webhook failure | Check invoice settings and webhook logs |
| Payment Gateway Errors | API credential issues or downtime              | Verify API keys and gateway status      |
| Webhook Failures       | Endpoint misconfiguration                      | Check webhook URL and server health     |
| Sync Issues            | Delay or error syncing with gateway            | Manually reconcile data if needed       |

***

::: info Extended License Required
This feature requires an [Extended License](https://codecanyon.net/item/whatsmarksaas-whatsapp-marketing-automation-saas-platform-with-bots-chats-bulk-sender-ai/58714968/support). Please ensure you have the appropriate license before using these admin features.
:::