Internal Console (Kredily sales & ops)

For Kredily sales & operations teams. Company admins use the Customer Portal.

The Internal Console is where Kredily's own sales and ops teams manage the pricing catalog, per-account licenses and trials, custom deals, invoices and renewals across accounts such as Vertex Labs, Nimbus Retail, Orbit Foods and Delta Logistics. It has these sub-tabs: Pricing Catalog · Licenses & Trials · Deals · Invoices · Renewals.

Pricing Catalog

Manage the master pricing:

• Plans table — editable price inputs.
• Add-ons catalog table — with Search add-ons…, showing name, category and PEPM.
• Flat fees table — Setup fee · 11–20 users, Setup fee · 21+ users and Kredsync setup / AMC.

Use Revert to undo edits (toast Reverted).

Licenses & Trials

Note: paid add-on licenses are coterminous with the account's main license; trials are time-boxed, get a 7-day grace period, then switch off.

Columns: Account · Add-on/plan · Type · Mode · Started · Ends · Status · Granted by · actions. Status values include {N}d, {N}d left, Grace {N}d and Expired · off.

Actions: - Trial — Convert to paid (toast {item} converted to paid — coterminous, ends {date}), Extend (+15 days, toast Trial extended 15 days · ends {date}), Revoke. - Paid — Revoke (toast Revoked {item}).

+ Sell / grant license opens a modal with: Account; Type (Add-on(s) / Plan); add-on checkboxes; Plan select; Mode (Paid — coterminous with main license / Paid — custom end date / Trial — time-boxed); Trial duration / Custom end date / Discount %; Confirm.

Clicking an account name opens a drill-in modal with KPIs (Main plan / Users / Main renews / Add-on licenses) plus the license list and Sell add-on to this account →.

Deals

Custom quotes for an account (plan + seats + add-ons + custom price). Sent deals surface in that account's customer portal as a proposal to accept & pay. On payment, add-ons become coterminous licenses.

Use search and the status filter (draft/sent/accepted/paid/revoked), or + Create deal. Columns: Deal · Account · Plan · Seats · Add-ons · Price (incl GST) · Valid · Status · actions.

Actions by status: - draft → Edit / Send - sent → Mark accepted / Revoke - accepted → Mark paid / Revoke - paid → View - revoked → Reopen

The create/edit modal has: Account, Plan, Seats, Valid till, add-on checkboxes (Add-ons (become coterminous licenses on payment)), Discount %, Custom price (ex-GST, optional override) and a summary. Footer: Cancel / Save draft / Save & send.

Mark paid sets the account plan, provisions each add-on as a coterminous Paid license, drops a Paid invoice, and shows the toast Deal {id} paid — plan set to {plan}, N add-on license(s) provisioned.

Invoices

Use search and the status filter (Draft/Pending/Paid/Cancelled), or + Generate invoice. Columns: Reference · Account · Date · Kind · Method · Amount (incl GST) · Status, where Kind is Self-serve, Deal or Manual.

Actions: Pending/Draft → Mark paid / View / Cancel; otherwise View / PDF. The Generate modal has: Account, Method (PayU / Bank·UTR / Razorpay), line items with Prefill from plan and + Add line. Footer: Save draft / Generate.

Renewals

Four KPI cards: Renewing ≤30 days, Renewing ≤90 days, Trials expiring ≤7d and Licenses in grace.

The main license renewals table shows: Account · Plan · Users · Renews · Days (Overdue / {N}d) · Est. annual value · actions Renew 1 yr (toast {acct} renewed to {date} · N coterminous license(s) extended) and Renewal quote (opens Create-deal prefilled).

The expiring add-on licenses & trials (≤30 days) table shows: Account · Add-on/plan · Mode · Ends · Status · actions (Trial → Convert / Extend; Paid → Renew w/ account). When nothing is due it reads Nothing expiring in 30 days.

When to contact support

If a "Mark paid" action does not provision the expected licenses, or renewals do not extend coterminous licenses, escalate to the ops team.