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Polktab
SaaS & Subscription SystemsCustom quote

Billing Dashboard Setup

Implementation of billing-related dashboard functionality for viewing and managing supported transaction, invoice or subscription information.

From $100 · 1-4 weeks

Overview

The dashboard pulls billing data from your payment provider, invoicing tool or database and presents it in views your finance, support or operations staff can use: transaction lists, invoice status, active and cancelled subscriptions, failed payments and refunds. Filtering, search and CSV export are included where needed, and actions such as resending invoices can be added if the source system supports them. You receive the working dashboard, its source code and notes on data sources.

Benefits

  • Billing information in one view

  • Faster lookup of payment issues

  • Exportable data for accounting

  • Less switching between provider dashboards

What's included

  • Billing data integration
  • Dashboard build
  • Status views
  • Export options

Typical use cases

  • Support staff needing quick access to a customer's payment history
  • Finance team reconciling transactions from several sources
  • Tracking failed payments and overdue invoices
  • SaaS product needing an internal view of subscriptions by plan
  • Showing customers their own billing history inside the app

How it works

  1. Billing data sources and user needs identified
  2. Data integration and sync setup
  3. Dashboard views, filters and status displays built
  4. Export and permitted actions implemented
  5. Data accuracy checks and handover

What we need from you

  • API access to your payment provider or invoicing system
  • List of views, metrics and filters the team needs
  • Information on who should access billing data
  • Sample or test-mode billing data for verification

Service FAQ

It can serve either purpose. Internal dashboards focus on all customers' billing data with search and export, while customer-facing views show each user only their own invoices and payments.

Related services

Starting from

$100

Typical range: $100 – $1,000

1-4 weeks

Type: Custom quote

Final pricing depends on approved project scope and complexity.

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