Features

Clients

Unified client profile with services, invoices, transactions, emails, notes, and activity log all in one place. Custom fields, multi-currency, multi-contact, status tracking, and credit balance.

• ✓ Active-only filter by default — no clutter
• ✓ Server-side search across name, email, company
• ✓ Per-client custom fields with admin-only flag
• ✓ Multi-contact support with primary billing contact

Products & Pricing

Products with configurable options (dropdowns, radios, quantity), custom fields, multi-currency static pricing, recurring billing cycles, and group hierarchy.

• ✓ Multiple billing cycles per product (monthly / quarterly / annually / etc.)
• ✓ Configurable options like RAM, storage, addons — with per-option pricing
• ✓ Product groups for organizing catalogs
• ✓ Hide and retire flags for lifecycle management

Subscriptions

Track every active subscription with full lifecycle controls. Suspend, cancel, change billing cycle, or update the next-due-date — all from one screen. Optional hosting-specific fields (domain, server, NS, disk, bandwidth) for hosting providers.

• ✓ Per-subscription custom fields
• ✓ Suspension with reason and auto-resume
• ✓ Subscription ID and gateway reference tracking
• ✓ Hosting-specific tab (domain, server, NS, IPs) for ISPs

Invoices

Auto-generated invoices from service renewals, with line items, taxes, partial payments, and PDFs. Lock paid invoices for compliance, with a full audit trail.

• ✓ WYSIWYG line item editor
• ✓ Per-item taxable flag
• ✓ Partial payments and credit application
• ✓ Server-generated PDFs with company branding

Transactions

Every payment, refund, and chargeback in one filterable view with running totals across the filtered set. Direct links to invoices and clients.

• ✓ Filter by date range, gateway, search term
• ✓ Live totals: Amount In, Amount Out, Fees
• ✓ Full transaction history per invoice

Email Templates

Drag-and-drop WYSIWYG editor with merge variables for invoice, payment, and lifecycle emails. Preview with sample data before sending.

• ✓ Variables grouped by entity: client, invoice, payment, service
• ✓ Live preview with substituted sample values
• ✓ Disable templates you don't use to keep the list clean

Logs

Three log streams in one place: activity (every admin action), email (sent/pending/failed with body), and gateway (raw payment provider responses).

• ✓ Search and date-range filter on every tab
• ✓ Activity log with IP and user attribution
• ✓ Email log with delivery status badges

WHMCS Migration

Coming from WHMCS? FoxPulse uses the WHMCS database schema directly. Drop your existing tables in and start using FoxPulse — no data export, no migration script.

• ✓ Reads existing tblclients, tblinvoices, tblhosting, etc.
• ✓ Existing payment gateway tokens transfer over
• ✓ Drop-in replacement, not a clone — fewer tabs, faster workflow