📦Invoice Module Integration – Enabling monitization features

This guide provides an overview of the features and functionality available to Super Admins and Tenant Admins when the Invoice Module is integrated with your SaaS installation.

🔧 Overview

The Invoice Module is a crucial part of enabling seamless billing operations within your SaaS-powered Concord CRM installation. It supports online payments, automates billing workflows, and ensures tenants remain up-to-date with their subscription status.

⚠️ Note: Features like Stripe and PayPal integration, automatic invoice generation, and tenant suspension are only available when the Invoice Module is installed and activated.

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✨ Key Features

📬 Email Templates and Notifications

The Invoice Module comes with pre-configured and customizable email templates that automatically notify tenants of billing events:

• New Invoice Notification

  • Automatically triggered when a new invoice is generated (e.g., during signup or plan renewal).

  • Includes invoice details, due date, and a secure payment link.

• Plan Expiry Warning

  • Sent to tenants before their current plan expires (customizable number of days before expiry).

  • Encourages early renewal to prevent suspension.

• Overdue Invoice Reminder

  • Sent when an invoice is past its due date.

  • Includes updated payment link and consequences of non-payment.

🧾 Automatic Invoice Generation

• An invoice is automatically generated when a tenant signs up from the pricing page and selects a plan.

• The invoice includes:

  • Plan Name

  • Trial Period (if applicable)

  • Price and Billing Frequency

  • Due Date

  • Available payment methods

🛒 Online Payment Integration (Stripe & PayPal)

• Accept secure online payments directly from invoices using:

  • ✅ Stripe

  • ✅ PayPal

• Tenants can access invoices by email.

• Payments are automatically verified and applied to the tenant's account.

💡 Once payment is received, the plan is activated or renewed immediately, and the tenant receives a confirmation email.

⛔ Automatic Tenant Suspension (After Expiry or Overdue Payment)

• Tenants who fail to:

  • Pay an invoice by the due date

  • Or renew their plan before it expires

  will be automatically suspended.

• During suspension:

  • The tenant loses access to the CRM system.

  • All data remains safely stored but locked.

• Access is restored instantly upon payment.