Steps to configure app-

Step 1: Configure Application

• Go to Billing Module Configuration

• Select the app to configure

Fill:

• App Name

• Subtitle

• Description

• Features

• Landing Page Image

Purpose:

• This data is shown on the app’s UI (customer-facing site)

Action:

• Click Save

Step 2: Create Billing Roles

• Go to Billing Role

• Create roles (e.g., Admin, Manager, User)

Set:

• Module (which app/module this role belongs to)

Configure:

• Child Roles (Billing Role List)

  • Defines which roles this role can assign

  • Example: Admin → can assign Manager, User

Critical Rule:

• Role controls access, not package

Step 3: Set Role Permissions

• Go to Billing Role Permission Setting

• Select Billing Role

Configure:

• Allowed Doctypes

• Permissions: (e.g)

  • Read

  • Write

  • Create

  • Delete

Rule:

• Must configure for every role

• Missing permission = feature not visible (so assign permissions properly)

Step 4: Create Billing Packages

• Go to Billing Package

• Create packages

Set:

Basic:

• Package Name

• Package Type:

  • Day-Based (Subscription)

  • Token-Based

Limits:

• Number of Users

• Duration (if day-based)

• Token Count (if token-based)

Access:

• Assign Billing Role

Important:

• This role will be assigned to user when package is selected

Step 6: Free Plan Configuration (Com)

If your system uses fallback: This is the package that will be given to the user as the starter package

-Check- Is Base Package (if this is checked then that plane becomes free plane amount will always be zero for this is base package plane)

Note: It is compulsory to make this free starter plane because this is the plan that will be assigned when user registers.(Each app must have this free plane).

• Create a Free Package

• Assign:

  • Limited role

  • Limited features

Behavior:

• Applied when:

  • Plan expires

  • All Tokens utilized

Common Mistakes -

• Role created but no permissions → user sees blank screen

• Package created but no role → access breaks

• App not mapped → nothing visible

• User limit not set → admin confusion

• One compulsory Free Package (Is Base Package) not created so the user will not get any role when registered.

• Sub Roles not selected in Billing Role

• Role Permissions Not selected properly