How to View and Manage Your Business Portfolio

The Businesses page displays your entire client portfolio with stats, subscription status, and detailed information for each business.

Portfolio Summary Cards (Top)

Three KPI cards give you an instant overview:

• Total: How many businesses you have registered so far.
• Active: Businesses with a currently active or trialing subscription.
• Pending: Businesses awaiting verification or with an expired subscription.

The Business List (Left Panel)

The left side of the page shows all your businesses as clickable cards. Each card shows:

• Business Name
• Subscription Status Badge (Active, Expired, Trialing, Pending, Cancelled)
• A quick indicator of the selected/active business (highlighted)

1. Click on any business card to load its full detail panel on the right.

Business Detail Panel (Right)

When you select a business, you see full details including:

• Business Info: Name, NTN, STRN, address, and contact details.
• Subscription Details: Active plan, billing period, start date, next renewal date, and days remaining.
• Onboarding Status: Whether the business has completed the FBR setup, added products, and issued their first invoice.
• Actions:
  • Renew Subscription: Extend the business's plan before it expires.
  • Change Plan: Upgrade or downgrade the subscription tier.
  • Access Business Portal: Click to impersonate and access the business's DI-FBR workspace for troubleshooting (with their consent).