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πŸ“ Quote Library

🧾 Invoice Library

πŸ“„ Dummy Invoices

Calculation-free zone. Dummy invoices look identical to real ones and produce the same PDF, but they never appear in outstanding balance or any other figure. When a sale is locked in, the admin can shift the matching dummy into the real Invoice Library from its menu.

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πŸ‘₯ Employee Accounts

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πŸ“£ Marketing & Integrations

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Server-side tokens for the Marketing module. Pulls Meta ad spend & leads, matches against GHL contacts, and joins with portal sales to compute ROAS & cost-per-acquisition. Tokens stay on the server β€” they are never sent back to the browser after save.

πŸ“˜ How to mint a Meta system-user access token (5 minutes)
  1. Go to business.facebook.com β†’ Business Settings β†’ Users β†’ System Users.
  2. Create a system user (or pick an existing one). Assign it to your Meta App.
  3. On the system user's page, click Generate New Token. Pick your app. Scopes: ads_read and business_management. Expiry: Never.
  4. Under Assets, add Ad Account act_734354541434181 with View performance permission.
  5. Copy the token, paste it above, click Save β†’ then Test connection.

πŸ”‘ API Keys

Long-lived keys for programmatic access to the portal API. Each key acts with full admin permissions. Use the Authorization: Bearer <key> or X-API-Key: <key> header on requests to /wp-json/tot/v1/….

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πŸ—„οΈ Backups

Server-side backups stored in the database.

Click "Create Backup Now" to load backups.

🎫 Vouchers

πŸ“Š Sales Records

🌍 Mega Projects

πŸ’° Payouts

πŸ“Š Project Accounts

🏒 Company Accounts

✈️ Air Ticket Generator

πŸ‘₯ Team Information

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