Due in the next 45 days
| Due | Client | Service | Amount | Cycle | Action |
|---|
| Client | Service | Cycle | Amount | Next Due | Actions |
|---|
| Vendor | Service | Cycle | Amount | Next Due | For client service | Actions |
|---|
These are subscriptions you pay to vendors (hosting, licences, servers). Marking one paid records the money leaving the selected bank and moves the due date forward. Link a payment to a client service to see per-service profit in Reports.
Bank accounts
| Bank | Currency | Opening | In | Out | Balance | Note | Actions |
|---|
Transaction ledger (latest 300)
| Date | Bank | Type | Party | Service | Amount | In wallet cur. |
|---|
Email alerts need the online (MySQL) version — api.php is unreachable.
Outgoing Email Account
Customer Test Email
Sends exactly what the customer would receive — selected template, footer and signature — with the subject prefixed [TEST].
Notification Rules
| Client | To | CC | Reminders (click to toggle) | Status | Actions |
|---|
A reminder fires when a subscription's next due date is exactly N days away (per enabled chip). For fully automatic sending, add a daily cron job in cPanel — see the CRON_KEY note at the top of api.php. Or click "Run reminders now" any time; already-sent reminders are never duplicated.
Recent activity (last 20)
| Sent at | Recipients | Subject | Status |
|---|
Exchange Rate
Data
Data is stored in the shared MySQL database — every device and user sees the same data. Keep an occasional JSON backup anyway.