Customer Finance

Customer Finance is the cross-customer billing dashboard. It is the page you open when you want to see the financial state of every customer at once — who is overdue, who is over plan, what your outstanding total is.

Layout

• Header with title and (in mock-data deployments) a Mock Data badge.
• Filter bar — search, plan filter, status filter, plus a Export CSV dropdown.
• Five summary stat cards:
  • Total Customers
  • Total Outstanding
  • Credit Exposure
  • Overdue Invoices
  • Over Plan
• Paginated grid of customer finance cards with Load More at the bottom.

Customer finance card

Each card represents one customer.

• Customer name — link to the customer detail page.
• Plan badge.
• Status badge — active / suspended / churned.
• OVERAGE badge — visible if any meter is over its included quantity. The card background turns red.
• Quick stats — tenant count, user count.
• Usage meters — only meters with a quota (includedQty > 0) are shown. Each meter has a bar showing billed value against the included quantity.
• Billing section:
  • Latest invoice — amount and status badge.
  • Outstanding — total unpaid amount, in red if greater than zero.
  • Credit balance — in green if greater than zero.

Filters

Filter	Behaviour
Search	Matches customer name.
Plan	All / Starter / Professional / Enterprise / any custom plan.
Status	All / Active / Suspended / Churned. Defaults to Active in non-mock mode.

In addition, clicking a summary card narrows the grid:

• Overdue Invoices card — shows only customers with unpaid overdue invoices.
• Over Plan card — shows only customers with at least one meter in overage.

Both card filters are additive — you can have both on at once.

Export CSV

The Export CSV dropdown gives you three reports:

Report	Columns
Usage Report	Customer, Plan, Meter, Billed Value, Included Qty, Overage, Status.
Accounts Receivable	Customer, Invoice #, Period, Subtotal, Tax, Credits, Total, Status, Due Date, Days Overdue.
Revenue Summary	Customer, Plan, Status, Total Billed, Total Paid, Outstanding, Credit Balance, Overage Meters.

Exports are generated client-side from the data currently in view — there is no server round-trip.

Notes

• The page does not auto-refresh. Reload to see fresh data.
• The card filters are independent of the toolbar filters — a customer must match both sets to appear.
• "Overdue Invoices" counts invoices past their due date with non-zero outstanding amount.
• "Over Plan" counts customers, not meters. A customer with three overage meters still counts as one.
• The "Mock Data" badge means the dashboard is running with synthetic billing data. In production it should never appear.