Accounting & Cost Tracking — Complete Guide

FuriosaCRM provides a comprehensive cost tracking and accounting system that lets you monitor expenses at every level — from individual page setup costs to platform-wide revenue reports. This guide covers the four accounting views available in the platform: per-page accounting, your personal account overview, the admin platform overview, and the revenue dashboard.

Overview

FuriosaCRM’s accounting system tracks costs across five categories:

• Page Setup — A fixed £280 setup cost per signup page created.
• Verification SMS (OTP) — SMS messages sent for phone number verification, charged at £0.08 each.
• Welcome SMS — Automated welcome messages sent to confirmed contacts, charged at £0.08 each.
• SMS Campaigns — Bulk SMS campaign messages, charged at £0.08 per message.
• WhatsApp Campaigns — WhatsApp campaign messages, charged at £0.08 per message.

All prices shown in the accounting views are exclusive of VAT. The accounting system provides real-time cost tracking by querying actual submission records, campaign data, and payment transactions. There are no estimates — every cost is derived from real activity.

Page-Level Accounting

Every signup page has its own accounting view that breaks down the costs associated with that specific page. Access it by navigating to a page and clicking the Accounting tab, or from Settings → Accounting with a page selected.

The page accounting view shows five summary cards:

• Total Cost (highlighted in teal) — The combined cost of setup plus all messaging.
• Page Setup — Fixed at £280.00.
• Total SMS Sent — Combined OTP and welcome SMS count with total cost.
• Verification SMS — Count of OTP verification messages sent, with cost breakdown.
• Welcome SMS — Count of welcome messages sent to confirmed contacts, with cost breakdown.

Below the summary cards, a detailed cost breakdown table shows each line item with quantity, unit cost, and subtotal. The OTP verification SMS count is derived from actual submission records where an OTP code was sent. Welcome SMS counts come from fully confirmed submissions where the welcome SMS feature was enabled for the page.

Your Account Overview

The Client Accounting page provides a complete cost breakdown for your entire account. Navigate to Settings → Accounting to access it. This view aggregates costs across all your pages and campaigns into a single overview.

At the top, seven summary cards show:

• Total Cost — Everything combined across all categories.
• Page Setup — Number of pages multiplied by £280.
• OTP SMS — Verification messages across all pages.
• Welcome SMS — Welcome messages across all pages.
• SMS Campaigns — Total messages sent in SMS campaigns.
• WhatsApp Campaigns — Total messages sent in WhatsApp campaigns.
• Subscription — Your current plan name, monthly cost, and billing interval.

You can filter the data by period using tabs: This Week, This Month, This Year, and All Time.

Per-Page Cost Table

Below the summary, a table shows the cost breakdown for each individual page you own. Columns include page name, OTP SMS count, welcome SMS count, setup cost, messaging cost, and total cost. The table is sorted by total cost descending, so your most expensive pages appear at the top. A total row at the bottom sums all columns.

Campaign Breakdown

Separate tables show your SMS and WhatsApp campaign costs individually. Each row displays the campaign date, name, status (completed, sending, paused, or cancelled as a colour-coded badge), messages sent, and cost. This gives you full visibility into which campaigns are driving your messaging costs.

Payment History

At the bottom, a complete payment history table shows all charges to your account: SMS credit purchases, domain renewals, and subscription payments. Each entry shows the date, description, net amount (ex-VAT), VAT (20%), total (inc-VAT), and a link to download the Stripe invoice. Payment sources are clearly labelled: “500 SMS Credits”, “Domain Renewal — yourdomain.com”, or your subscription description.

Revenue Dashboard (Admin)

The Revenue Dashboard is available to platform administrators and provides a top-level view of all subscription and credit revenue. Navigate to Admin → Revenue to access it.

Five summary cards display:

• Total Revenue — Combined subscription and credit revenue for the selected period, with payment count.
• Subscription Revenue — Revenue from monthly and annual plan payments.
• Credit Revenue — Revenue from SMS credit purchases.
• Active MRR — Monthly Recurring Revenue calculated from all active and past-due subscriptions. For annual plans, the MRR is the annual price divided by 12. Custom price overrides are respected.
• Active Subscribers — Total count of users with active subscriptions.

Period filters let you view This Month, Last Month, This Year, or All Time. Below the summary, two detailed tables show the last 50 subscription payments and last 50 credit purchases, with columns for date, user (name and email), plan or credit amount, net/VAT/total amounts, payment status, and a link to the Stripe invoice.

Platform Cost Overview (Admin)

The Admin Accounting page provides a platform-wide view of messaging and setup costs broken down by user. This is the admin’s complete picture of how costs are distributed across the platform.

Six summary cards show aggregate counts: Total Cost, Page Setup (count and cost), OTP SMS, Welcome SMS, SMS Campaigns, and WhatsApp Campaigns. These update based on the period filter: This Week, This Month, This Year, or All Time.

The main table shows a per-user cost breakdown with columns for user name, company, page count, setup cost, OTP count, welcome count, SMS campaign count, WhatsApp campaign count, total messaging cost, and total cost. This table is sorted by total cost descending so the highest-cost users appear first. A total row at the bottom sums all columns across the platform.

How Costs Are Calculated

Understanding exactly how FuriosaCRM calculates each cost category helps you predict and manage expenses:

Page Setup Cost

Every signup page incurs a one-time setup cost of £280.00. This is applied when the page is created and does not recur. The setup cost covers infrastructure provisioning, database table creation, and initial configuration.

OTP Verification SMS

Counted from submission records where an OTP code was sent (i.e., the sms_otp_sent_at field is populated). Each OTP message costs £0.08. If a contact re-submits and receives a new OTP, each instance is counted separately.

Welcome SMS

Counted from fully confirmed submissions where the page has the welcome SMS feature enabled. Each welcome message costs £0.08. Welcome SMS are only sent once per confirmed contact, so the count cannot exceed the number of confirmed submissions.

SMS & WhatsApp Campaigns

Campaign costs are calculated from the sent count on each campaign record. Each message costs £0.08 regardless of delivery status. If a message fails to deliver, it is still counted because the SMS credit was consumed at the point of sending.

Best Practices

• Review page costs monthly. Check the per-page accounting for each active page to ensure costs are in line with expectations. A page with high OTP costs but low confirmed contacts may indicate a problem with your verification flow.
• Monitor SMS credit balance. SMS credits are pay-as-you-go. If you run a large campaign and exhaust your credits, subsequent messages will fail. Buy credits before launching major campaigns.
• Use the period filter for budgeting. The “This Month” view gives you a clear picture of current-month costs that you can use for budget planning and forecasting.
• Download invoices promptly. While invoices remain available in your Stripe account indefinitely, it is good practice to download and archive them locally for your accounting records.
• Compare campaign costs to results. Cross-reference the accounting data with campaign reports to calculate your cost per engagement. If an SMS campaign cost £80 and generated 200 ticket sales, your cost per conversion is £0.40 — excellent ROI for event marketing.