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Admin Manual 05: Subscription Oversight (/admin/subscription)

The Subscription overview page enables administrators to track plan entitlements, monitor seat quotas and storage consumption, review renewal dates, and initiate plan upgrades.

🎯 Key Metrics & Entitlement Oversight

1. Active Subscription Plan Details

  • Plan Tier Badge: Displays active tier (Free Tier, Professional Tier, Enterprise Tier).
  • Billing Cycle: Displays billing frequency (Monthly, Annual) and next renewal date.
  • Subscription ID & Status: Displays subscription status (ACTIVE, PAST_DUE, TRIAL).

2. Resource Quotas & Usage Monitors

  • User Seat Allocation: Active users + pending invitations vs. maximum allowed seat limit (e.g. 8 / 10 Seats Used).
  • Storage Consumption: Total MBs consumed by uploaded Knowledge Base files and PDF transaction attachments vs. plan storage limit (e.g. 1.2 GB / 5.0 GB Used).
  • Active Modules: In-plan module entitlements matrix (CRM, Sales, Inventory, Accounts, HRMS, Payroll, POS, AI Office).

3. Upgrade & Payment Management

  • Upgrade Plan Button: Direct access to upgrade tier or purchase additional user seats.
  • Payment Method Setup: Update credit card billing details securely via Stripe integration or view manual Bank Transfer payment instructions.

💡 Step-by-Step Instructions

Upgrading Seats or Changing Billing Method

  1. Navigate to Admin → Subscription (/admin/subscription).
  2. Review current seat usage. If nearing quota limits, click Upgrade Plan / Add Seats.
  3. Select desired seat count or upgrade to Professional / Enterprise.
  4. Complete payment via credit card or select Bank Transfer Instructions. Entitlements update instantly upon payment confirmation.