Kwiqli Admin Dashboard & Navigation

Welcome to the Kwiqli Admin User Navigation Guide. This section provides an overview of the Kwiqli Admin Portal, helping administrators understand the platform layout, key features, and navigation tools to efficiently manage users, invoices, payments, and account settings.

Dashboard

The Dashboard provides a centralized overview of billing activity, customer statistics, and upcoming invoice schedules. It serves as the main landing page for administrators after logging in to Kwiqli.

From the Dashboard, administrators can quickly monitor invoice activity, track outstanding balances, and navigate to all major modules within the platform.

Accessing the Dashboard

After logging in to the Kwiqli Admin Portal, the Dashboard opens automatically.

You can return to the Dashboard at any time by clicking the Dashboard tab in the top navigation menu.

Dashboard Navigation

The top navigation menu provides quick access to all major Kwiqli modules:

Invoice Schedule

The Invoice Schedule section displays upcoming scheduled invoice runs organized by billing date.

Each schedule card displays:

This section helps administrators:

Last 90 Days Summary

The Last 90 Days widget provides a billing summary for recent invoice activity.

Displayed metrics may include:

Total Invoices

Displays the total number of invoices generated during the selected time period.

Total Amount Due

Displays the total outstanding invoice balance.

Current Amount Due

Displays invoice balances that are currently due but not overdue.

Past Due

Displays overdue invoice balances requiring follow-up.

This section helps administrators:

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Customers

The Customers module is used to manage customer accounts, billing configurations, portal access, and integrations.

Important: Customers must first be connected and synchronized with QuickBooks Online before they can be managed in Kwiqli. 

Viewing Customers

  1. Click the Customers tab.

  2. Review the customer list.

  3. Use the Search bar to locate a customer by:

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Customer Details

  1. Open a customer profile.

  2. Select the Customer Details tab.

  3. Update the following information as needed:

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Customer Logins

  1. Open a customer profile.

  2. Click the Customer Logins tab.

  3. To add a portal user:

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Billing Rules

  1. Open a customer profile.

  2. Select the Billing Rules tab.

  3. Click Add New Billing Rule.

  4. Configure:

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Understanding Billing Rules

A Billing Rule is an automated billing configuration that tells Kwiqli how and when to charge a customer for a product or service.

Billing Rules automatically generate invoice charges based on predefined pricing and billing settings, eliminating the need for manual invoice creation.

Common Uses for Billing Rules

Billing Rules can be used for:

Example

A customer may be billed monthly for:

Tier-Based Pricing Example

Quantity Range

Price Per Unit

1–2500

$5.00

2501–5000

$4.80

5001–10000

$4.50

How Billing Rules Work

  1. Create a Product or Service

  2. Assign the Product to a Customer

  3. Configure Pricing and Billing Logic

  4. Enable Auto-Invoice

  5. Kwiqli Automatically Generates Invoice Charges

Benefits of Billing Rules

Invoice Settings

  1. Open a customer profile.

  2. Select the Invoice Settings tab.

  3. Configure:

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Customer Integrations

  1. Open a customer profile.

  2. Click the Integrations tab.

  3. Enter the customer integration reference or QuickBooks ID.

  4. Click Update.

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Products

The Products module manages products and services used for billing and invoicing.

Viewing Products

  1. Click the Products tab.

  2. Review the product list.

  3. Use the Search field to locate products.

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Creating a Product

  1. Click Create New Product.

  2. Enter:

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Editing Products

  1. Locate the product.

  2. Click Edit.

  3. Update the product information.

  4. Submit changes.

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Invoices

The Invoices module manages invoice creation, tracking, and payment monitoring.

Viewing Invoices

  1. Click the Invoices tab.

  2. Review invoice records.

  3. Use the Search field to locate invoices.

Functions

Viewing Invoice Details

  1. Locate an invoice.

  2. Click View.

  3. Review:

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Sending an Invoice

You can send an invoice directly to your customer from the Invoice Details page.

  1. From the top navigation menu, click Invoices.
  2. Select the invoice you would like to send.
  3. On the Invoice Details page, click the Actions button located in the upper-right corner.
  4. From the dropdown menu, select Send Invoice.
  5. The invoice will be emailed to the customer's primary email address on file.

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Settings

The Settings module manages organization-wide system configurations.

Company Settings

  1. Click Settings.

  2. Open Company Settings.

  3. Update:

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User Management

  1. Open the User Management tab.

  2. To add a user:

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Payment Processors

  1. Open the Payment Processors tab.

  2. Review available gateways:

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Email Processors

  1. Open the Email Processors tab.

  2. Configure:

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Integrations

  1. Open the Integrations tab.

  2. Configure:

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Activity Logs

The Activity Logs track user and billing activity within Kwiqli.

Audit Logs

  1. Click Activity Logs.

  2. Review:

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Support

The Support allows administrators to create and manage support tickets.

Creating a Support Ticket

  1. Click the Support tab.

  2. Select Create New Ticket.

  3. Enter:

To check the status of your existing tickets click the "All Tickets"

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