Customer Management & Financial Hub
Centralized management of customers, financial risk monitoring, subscriptions, and real-time transactions.
Customer Management & Financial Hub
The Customer module in Donutwork is more than just a contact database; it is a financial control center for every individual client. It allows you to monitor business health through predictive metrics and manage the entire payment lifecycle.
Customer Financial Scorecard (Beta)
For every customer with at least one transaction, Donutwork automatically generates a financial scorecard to help evaluate stability and growth:
MRR & YRR
Instant calculation of Monthly Recurring Revenue and annual projections based on active subscriptions.
Risk Assessment
Analysis of volatility and history duration to assign a specific risk class to the customer.
Subscription & Add-ons Management
Donutwork allows for granular management of recurring revenue directly from the customer profile:
- Plan Association: Quickly link existing subscription plans to the profile.
- Add-on Modification: Dynamic management of quantities and pricing for additional subscription components.
- Tax & Discounts: Apply global discounts (percentage or fixed) and manage multiple VAT rates per service line.
- Metering: Monitor usage for consumption-based plans (Metered Billing).
Payments & Transactions
The interface organizes financial activities into three main sections using a persistent tab system:
1. Payment Methods
Manage associated credit cards (via Stripe). The system supports:
- Secure Payment Links: Generate protected links to allow customers to enter their payment details autonomously.
- CVC/3DS Validation: Real-time security status checks for payment methods.
2. Transactions (Charges)
A complete history of every charge attempt or successful payment:
- Manual Creation: Create "One-time charges" (e.g., setup fees or consulting) directly from the panel.
- Receipts & Logs: Immediate access to PDF receipts and status monitoring (Pending, Succeeded, Failed).
3. Subscriptions
A dedicated tab to control active plans, renewal dates, and provisioning status.
Dynamic Properties (Custom Fields)
Beyond financial data, you can extend the customer profile using Customer Properties. These metadata fields are essential for:
- Configuring custom API limits per customer.
- Saving specific workflow preferences.
- Mapping External IDs for third-party system integrations.