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Finance Guide

This guide is for people with the Finance role, who manage RAD's billing setup, run revenue and payout reports, and reconcile cloud costs. New to RAD? Start with Using RAD.

When you sign in as Finance, you land on the Billing page. Your navigation bar shows Billing, Setup Requests, and Help.

What you can do​

  • Create and edit subscription plans and their per-provider prices (Subscription Tiers).
  • Configure the credit economy — credits-per-unit and revenue shares (Credit Settings).
  • Adjust any user's credit balance (Credit Management).
  • Report on Partner Revenue, Agent Revenue, and platform-wide Revenue, with filters by agent, partner, user, date, and module.
  • See per-payee payout totals (Payout Summary).
  • Review org-wide GCP cloud costs (Project Invoices) and per-deployment Module Costs.
  • View all users and the full lists of agents and partners; make limited user edits.
  • Manage managed-setup requests (Setup Requests).

The Billing page​

Open Billing from the navigation bar. The page is organized into tabs, described below.

Subscription Tiers​

Manage the recurring credit plans (tiers) that users can subscribe to. Each plan grants a set number of credits per billing cycle.

  1. Go to Billing > Subscription Tiers.
  2. Click to create a new tier, or select an existing one to edit.
  3. Set the plan's name, the credits it grants, and its per-provider prices — you can set a separate price for each supported payment provider (Stripe and Flutterwave) so users are charged correctly in their currency.
  4. Save the tier. Update or remove tiers as your offerings change.

Subscriptions only grant credits — they do not grant the Partner role.

Credit Settings​

Configure the global parameters of the credit economy.

  1. Go to Billing > Credit Settings.
  2. Set the credits-per-unit value (how credits map to currency).
  3. Set the revenue shares — the percentage of revenue allocated to referring agents (Agent Revenue Share) and to module partners (Partner Revenue Share).
  4. Save your changes.

Note: the master Credits on/off toggle is admin-only (set on the Admin Setup page). As Finance you see and configure the billing UI, but you do not switch credits on or off platform-wide.

Credit Management​

Adjust an individual user's credit balance.

  1. Go to Billing > Credit Management.
  2. Search for the user by email.
  3. Edit the user's credit balance to award or deduct credits.
  4. Save the change.

Partner Revenue​

See revenue generated by partner-published modules and the share allocated to each partner.

  1. Go to Billing > Partner Revenue.
  2. Review which partner modules are generating revenue and the partner revenue share based on the percentage set in Credit Settings.

Agent Revenue​

Track commissions earned through the agent referral program.

  1. Go to Billing > Agent Revenue.
  2. Review the commission earned by each agent from the activity of users they referred, based on the agent revenue share set in Credit Settings.

Revenue (platform-wide reporting)​

Run platform-wide revenue reports.

  1. Open the Revenue view.
  2. Filter by agent, partner, user, date, and module to narrow the results.
  3. Review the agent share, partner share, or full revenue as needed.

Payout Summary​

See per-payee payout totals across partners and agents. This tab is available to finance and admin only.

  1. Go to Billing > Payout Summary.
  2. Review the total owed to each payee so you can process payouts.

Project Invoices​

Reconcile actual Google Cloud spending.

  1. Go to Billing > Project Invoices.
  2. Select a month to see the org-wide GCP cloud cost broken down per project.
  3. Review each project's name, ID, total cost in currency, and credit equivalent.

Module Costs​

Review per-deployment costs.

  1. Open Module Costs.
  2. Review what each deployment cost, in credits and currency, across users and projects.

Viewing users, agents, and partners​

As Finance you can see all users and the full lists of agents and partners.

  • View and search the Users list to see every account.
  • Review the lists of all agents and all partners.

Limited user edits​

You can make two changes to a user account:

  • Change the user's credits.
  • Grant or revoke the Partner role.

All other roles (User, Agent, Finance, Support, Admin) and a user's active status are admin-only — Finance cannot change them.

Setup Requests​

Managed-setup requests from users who want RAD to handle a deployment for them appear here.

  1. Click Setup Requests in the navigation bar.
  2. Review each request's status, the assigned engineer, and the associated revenue.

Getting help​

Click Help in the navigation bar:

  • Support tab — a contact form that raises a support ticket and emails the support team.
  • ROI tab — an interactive ROI calculator, pre-filled with your recent activity, for estimating labour cost, platform cost, net savings, and ROI.

A Contact us link in the footer also takes you to the Help page.