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: Dashboard Customers Products Invoices Settings Activity Logs Support Sign Out 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 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 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 Click the Customers tab. Review the customer list. Use the Search bar to locate a customer by: Customer name Company name Email address Click View beside a customer to open the account. Functions View customer balances Check Auto-Invoice status Check Auto-Pay status Review account updates Customer Details Open a customer profile. Select the Customer Details tab. 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. Functions Manage customer billing eligibility Store contract details Add internal account notes Customer Logins Open a customer profile. Click the Customer Logins tab. 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 Functions Manage customer portal access Troubleshoot customer accounts Monitor portal activity Billing Rules Open a customer profile. Select the Billing Rules tab. Click Add New Billing Rule. Configure: Product Pricing Type Tiered Pricing Descriptions Save the billing rule. To edit a rule: Click Edit Update the configuration Save changes Functions Automate recurring billing Configure tier-based pricing Manage usage billing 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: 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 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 Create a Product or Service Assign the Product to a Customer Configure Pricing and Billing Logic Enable Auto-Invoice Kwiqli Automatically Generates Invoice Charges Benefits of Billing Rules Automates recurring billing Reduces manual invoicing Improves billing accuracy Supports tiered and usage pricing Simplifies customer billing management Invoice Settings Open a customer profile. Select the Invoice Settings tab. Configure: Invoice Template Invoice Date Auto-Invoice Payment Method Click Update after making changes. Functions Configure customer billing schedules Enable automatic invoice generation Assign payment gateways   Customer Integrations Open a customer profile. Click the Integrations tab. Enter the customer integration reference or QuickBooks ID. Click Update. Functions Store QuickBooks customer references Link external systems Configure customer-specific integration Products The Products module manages products and services used for billing and invoicing. Viewing Products Click the Products tab. Review the product list. Use the Search field to locate products. Functions Review available products Check product types View synchronization status Creating a Product Click Create New Product. Enter: Product Name Description Product Type Click Submit. Functions Add billable services Configure invoice products Sync products to QuickBooks Editing Products Locate the product. Click Edit. Update the product information. Submit changes. Functions Modify pricing information Update billing descriptions Manage active services Invoices The Invoices module manages invoice creation, tracking, and payment monitoring. Viewing Invoices Click the Invoices tab. Review invoice records. Use the Search field to locate invoices. Functions Track payment status Review invoice balances Monitor due dates Viewing Invoice Details Locate an invoice. Click View. Review: Line items Customer details Payment status Invoice history Functions Audit billing details Verify invoice accuracy Review payment activity Sending an Invoice You can send an invoice directly to your customer from the Invoice Details page. From the top navigation menu, click Invoices . Select the invoice you would like to send. On the Invoice Details page, click the Actions button located in the upper-right corner. From the dropdown menu, select Send Invoice . The invoice will be emailed to the customer's primary email address on file. Settings The Settings module manages organization-wide system configurations. Company Settings Click Settings. Open Company Settings. Update: Company Name Branding Subdomain Custom Domain Company Logo Click Update. Functions Configure white-label branding Customize customer portal appearance Manage QuickBooks integration User Management Open the User Management tab. To add a user: Click Add New Login Enter email address Assign role To remove a user: Click Remove Login Functions Manage administrator access Assign user permissions Monitor user activity Payment Processors Open the Payment Processors tab. Review available gateways: QuickBooks Payments Nexio Stripe Verify active integrations. Functions Process customer payments Enable Auto-Pay Configure recurring billing Email Processors Open the Email Processors tab. Configure: Preferred Email Provider Default Sender Address BCC Addresses Configure SendGrid API settings if applicable. Click Update. Use Send Test Mail to verify email delivery. Functions Send invoices Deliver payment reminders Manage customer notifications Integrations Open the Integrations tab. Configure: Google Sheets integration Service Account JSON Data Query URL API Tokens Click Update after changes. Functions Import usage data Automate invoice quantities Connect external billing systems Activity Logs The Activity Logs track user and billing activity within Kwiqli. Audit Logs Click Activity Logs. Review: User logins Administrative actions Settings changes Use filters or Search to locate records. Functions Monitor user activity Review login history Audit system changes Support The Support allows administrators to create and manage support tickets. Creating a Support Ticket Click the Support tab. Select Create New Ticket. Enter: Ticket Subject Description Supporting details Submit the ticket. To check the status of your existing tickets click the "All Tickets" Functions Report billing issues Request technical support Track issue resolution