# 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.
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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.
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Dashboard Navigation
The top navigation menu provides quick access to all major Kwiqli modules:
- Dashboard
- Customers
- Products
- Invoices
- Settings
- Activity Logs
- Support
- Sign Out
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Invoice Schedule
The Invoice Schedule section displays upcoming scheduled invoice runs organized by billing date.
Each schedule card displays:
- Billing Date
- Customer Name
- Associated Invoice Number (if generated)
This section helps administrators:
- Monitor upcoming invoice generation
- Verify billing schedules
- Track recurring customer invoices
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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:
- Monitor accounts receivable
- Track billing performance
- Review overdue balances
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic1.PNG)
# 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:
- Customer name
- Company name
- Email address
- Click View beside a customer to open the account.
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic2.PNG)
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## Functions
- View customer balances
- Check Auto-Invoice status
- Check Auto-Pay status
- Review account updates
# Customer Details
1. Open a customer profile.
2. Select the Customer Details tab.
3. Update the following information as needed:
- Contract Type
- Contract Start Date
- Contract End Date
- Monthly Minimum Commitment
- Customer Memo
- Enable or disable the Is Billable toggle.
- Click Update to save changes.
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic3.PNG)
## Functions
- Manage customer billing eligibility
- Store contract details
- Add internal account notes
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# Customer Logins
1. Open a customer profile.
2. Click the Customer Logins tab.
3. To add a portal user:
- Click Add New Login
- Enter the customer email
- Assign the role
- Save the login
- To remove access:
- Click Remove
- To troubleshoot customer access:
- Click Impersonate
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic4.PNG)
## Functions
- Manage customer portal access
- Troubleshoot customer accounts
- Monitor portal activity
# Billing Rules
1. Open a customer profile.
2. Select the Billing Rules tab.
3. Click Add New Billing Rule.
4. Configure:
- Product
- Pricing Type
- Tiered Pricing
- Descriptions
- Save the billing rule.
- To edit a rule:
- Click Edit
- Update the configuration
- Save changes
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic5.PNG)
## Functions
- Automate recurring billing
- Configure tier-based pricing
- Manage usage billing
[](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic6.PNG)
# 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.
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# Common Uses for Billing Rules
Billing Rules can be used for:
- Recurring monthly services
- Usage-based billing
- Tier-based pricing
- Minimum monthly commitments
- Annual or one-time charges
### Example
A customer may be billed monthly for:
- Calling App Licenses
- Call Recording Licenses
- Support Services
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# Tier-Based Pricing Example
| Quantity Range
| Price Per Unit
|
| 1–2500
| $5.00
|
| 2501–5000
| $4.80
|
| 5001–10000
| $4.50
|