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Administration

Review billing projections

Review available licensing value and billing projections.

Use Admin → Dashboard → Billing to review current recurring License value and captured AI provider cost. Billing is a read-only dashboard; it does not create invoices or change Licenses. Manage a client's monthly agreement, invoice state, and outreach from the user's Licenses tab instead.

Review recurring License value

The first cards summarize effective current License revisions:

  • Monthly run-rate converts annual terms to a monthly value before display rounding.
  • Annual run-rate converts monthly terms to an annual value.
  • Active paid licenses counts effective Licenses with a recorded payment above $0.00.
  • Complimentary licenses counts effective Licenses recorded at exactly $0.00.

Run-rates are normalized projections, not cash received, invoices due, or a forecast of future sales. Use them to compare the current recurring value on a consistent monthly or annual basis.

Check captured AI provider cost

AI provider cost this month shows the cost captured for usage events in the displayed UTC interval. When every event has cost data, the card shows how many events were included.

If CareMap warns that some usage events had no captured provider cost, those events are excluded from the total. Treat that amount as incomplete until the warning clears. This card covers captured AI provider cost only; it is not a complete operating-cost or profitability report.

Refresh and investigate differences

The timestamp at the bottom shows when the dashboard was generated. Select Refresh before comparing Billing with another screen or an external statement.

If a value looks unexpected:

  1. Check the generation time and refresh once.
  2. Review current Packages and Licenses for recurring-value differences.
  3. Open the affected user's private-pay panel for agreement, invoice, payment, collection, or reminder differences.
  4. Open Dashboard → Jobs when durable billing work is delayed or failed.

Only CareMap administrators can open Billing. If the dashboard cannot load, confirm administrator access, refresh CareMap, and retry. Record the visible metric, generated time, and any warning when contacting an authorized support channel; do not share payment or account details through an unapproved channel.