MarketSnare Portal — Wireframe 4.1 v1

Liberty Safe Denver/Billing

Billing

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8 Alerts

3 sync conflicts 5 critical issues

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Liberty Safe Denver — [[phone]] variable conflict

Portal vs MarketSnare · 2 min ago

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Aaron Chiropractic — 15 days overdue, late fee applied

Billing · Day 15 escalation

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Broken link — Carey Moving Nashville /rates (404)

AI site audit · detected today

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4.1.H Billing

4.1.TS

Overview

Invoices

Payments

Settings Staff only

4.1.T1

4.1.T1a

Current balance

$0.00

Paid in full

Monthly recurring

$1,250

Services + ads

Next charge

Apr 1

$1,250.00

Payment method

Visa 4821

Expires 08/27

4.1.T1b

Upcoming charges · April 2026

Website management & SEO Bundle

$600.00

Complete marketing package

WebsiteSEOListingsReviewsSocialEmail

$700.00

$600.00

Save $100/mo

Digital ad management 18% of spend

$650.00

Media budget$500.00

Management fee (18%)$150.00

Ad management total

$650.00

Monthly total

Charges on Apr 1 · Visa ending 4821

$1,250.00

4.1.T1c

Recent billing activity

Mar 1

Invoice #1047 paid

$1,250.00 · Visa 4821

Feb 1

Invoice #1031 paid

$1,250.00 · Visa 4821

Jan 1

Invoice #1015 paid

$1,250.00 · Visa 4821

Dec 1

Invoice #0998 paid

$1,250.00 · Visa 4821

Nov 1

Invoice #0982 paid late

$1,250.00 · 3 days overdue · no late fee

View all invoices →

4.1.T2

4.1.T2a

12 invoices

4.1.T2b

Invoice	Date	Due date	Amount	Status
#1047	Mar 1, 2026	Mar 1, 2026	$1,250.00	Paid
4.1.T2c Invoice #1047 · March 2026 Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management 18% of spend $650.00 Media budget$500.00 Management fee (18%)$150.00 Total $1,250.00 Payment Paid Mar 1, 2026 Visa ending 4821 Ref: ch_3N8kL2...x4Qm PDF opens a traditional formatted invoice in a new tab — company header, bill-to, line items, payment terms.
#1031	Feb 1, 2026	Feb 1, 2026	$1,250.00	Paid
Invoice #1031 · February 2026 Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management 18% of spend $650.00 Media budget$500.00 Management fee$150.00 Total $1,250.00 Payment Paid Feb 1, 2026 Visa ending 4821 Ref: ch_3M7j...x3Pm
#1015	Jan 1, 2026	Jan 1, 2026	$1,250.00	Paid
Invoice #1015 · January 2026 Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management $650.00 Media budget$500.00 Management fee$150.00 Total $1,250.00 Payment Paid Jan 1, 2026 Visa ending 4821
#0998	Dec 1, 2025	Dec 1, 2025	$1,250.00	Paid
Invoice #0998 · December 2025 Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management $650.00 Media budget$500.00 Management fee$150.00 Total $1,250.00 Payment Paid Dec 1, 2025 Visa ending 4821
#0982	Nov 1, 2025	Nov 1, 2025	$1,250.00	Paid late
4.1.T2d Invoice #0982 · November 2025 This invoice was paid 3 days late on Nov 4, 2025. No late fee was applied (within 15-day grace period). Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management 18% of spend $650.00 Media budget$500.00 Management fee (18%)$150.00 Total $1,250.00 Payment Paid Nov 4, 2025 3 days overdue Visa ending 4821 Ref: ch_3J4g...x9Sm 4.1.T2d-esc Staff only Escalation timeline Nov 1 Invoice due — payment failed Nov 1 Failure notification sent (email + SMS) Nov 3 Reminder #2 sent — gentle tone Nov 4 Payment retried — succeeded Nov 4 Invoice marked paid Grace period active — no late fee auto-applied (within 15 days).
#0965	Oct 1, 2025	Oct 1, 2025	$1,250.00	Paid
Invoice #0965 · October 2025 Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Digital ad management $650.00 Media budget$500.00 Management fee$150.00 Total $1,250.00 Payment Paid Oct 1, 2025 Visa ending 4821
#0001	Mar 25, 2025	Mar 25, 2025	$900.00	Paid
Invoice #0001 · March 25, 2025 — Setup & First Month One-time setup fee $300.00 Onboarding & site build Includes profile setup, website build, and initial sync $300.00 First month — Website management & SEO Bundle $600.00 Complete marketing package WebsiteSEOListingsReviewsSocialEmail $600.00 Total Setup + first month · no ads on first invoice $900.00 Payment Paid Mar 25, 2025 Visa ending 4821 Ref: ch_init...x1Am
Showing 7 of 12 invoices · Load more

4.1.T2e

4.1.T2e — Enterprise invoices only: For enterprise/agency accounts, the expanded invoice detail includes a location breakdown table (14 locations, per-location services + ad spend + monthly subtotal) and a Command Center fee line item. Supplemental location breakdown report auto-attaches to the PDF. Not built here — single-location view.

4.1.T3

4.1.T3a

Payment method on file

VISA

Visa ending in 4821

Expires 08/2027 · Default payment method

Default

Add backup payment method

Payment method can be card (Stripe) or invoice (net terms). ACH available via Stripe.

4.1.T3b

Transaction history

Date	Type	Description	Amount	Method	Reference
Mar 1, 2026	Payment	Invoice #1047 — March 2026	$1,250.00	Visa 4821	ch_3N8k...
Feb 1, 2026	Payment	Invoice #1031 — February 2026	$1,250.00	Visa 4821	ch_3M7j...
Jan 1, 2026	Payment	Invoice #1015 — January 2026	$1,250.00	Visa 4821	ch_3L6i...
Dec 1, 2025	Payment	Invoice #0998 — December 2025	$1,250.00	Visa 4821	ch_3K5h...
Nov 4, 2025	Payment	Invoice #0982 — November 2025 (late)	$1,250.00	Visa 4821	ch_3J4g...
Nov 1, 2025	Failed	Invoice #0982 — auto-charge failed	$1,250.00	Visa 4821	ch_fail...
Oct 1, 2025	Payment	Invoice #0965 — October 2025	$1,250.00	Visa 4821	ch_3I3f...
Mar 25, 2025	Payment	Setup fee + first month	$900.00	Visa 4821	ch_init...
Showing 8 of 14 transactions· Load more

Staff-only settings below

4.1.T3c

Collection status Staff only

No overdue balance

Last overdue: Nov 2025 — resolved in 3 days, no late fee applied

4.1.T3c-overdue When overdue, this panel shows: Current balance · Days overdue · Escalation step (reminder / grace period / late fee applied / suspension pending) · Next automated action date · Manual overrides: Send reminder · Apply late fee · Waive late fee · Flag for suspension · Suppress client reminders toggle

Escalation rules for this account

Day 0Payment fails → immediate email + SMS notification

Day 0–14Reminders every 2 days, escalating tone

Day 15Grace period ends → late fee applied (1.5% of balance)

Day 30Account flagged for suspension — staff confirms before triggering

4.1.T4

Staff-only tab — entire content hidden from client view

4.1.T4a

Pricing configuration

Active plan

Complete Marketing Package

$600/mo base · Digital ads billed separately at 18% of spend

Change plan →

Service	Catalog price	This account	Status
Website & SEO	$350/mo	Included in bundle	Active	Override price
Business Listings	$75/mo	Included in bundle	Active	Override price
Reviews Management	$75/mo	Included in bundle	Active	Override price
Social Media	$100/mo	Included in bundle	Active	Override price
Email Marketing	$100/mo	Included in bundle	Active	Override price
Digital Ad Management	18% of spend	$150/mo (on $500 budget)	Active	Override price

Catalog prices are program-level defaults. Per-account overrides stored separately. Agency margin visible here if applicable.

4.1.T4b

Billing cycle

Billing model

Billing date

Payment terms

Setup fee mode

Billing start date

First invoice

4.1.T4c

Payment method management

Card on file

VISA

Visa ending 4821 · Expires 08/2027

Switch to invoice billing (Net-30 terms)

Billing contact name

Billing contact email

Send invoices to

CC on invoices

4.1.T4d

Late fee & collections

Late fee rate (% per month)

% per month

Grace period

days

Suspension threshold

days

Reminder frequency

Auto-apply late fee after grace period Auto-suspend (staff confirms instead) Suppress client reminders (internal handling only)

Late fee is 1.5% of total outstanding balance per month, configurable. Suspension requires staff confirmation — never automatic.

4.1.T4e

Enterprise & agency billing

Enterprise and agency billing settings appear here for multi-location accounts.
Includes Command Center fee, payer responsibility (corporate / location split), supplemental breakdown reports, agency margin privacy, and two-tier billing controls. Not applicable to this single-location account.