Umanaa Agent Dashboard

Manage packages and client bookings efficiently

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0
Active Packages
0
Total Clients
$0
Total Revenue
0
Pending Bookings

Create New Umrah Package

Room Type Pricing Grid
Set selling price & cost per person — Adult (13+) & Child (6–12) have room-type pricing; Child (2–5) & Infant (<2) have no room — leave blank to fill at booking
Pax Type Room Selling Price (USD) Cost / Expenses (USD)

Available Packages (0 packages)

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All Packages

Manage your Umrah packages and add clients to them

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Sales & Transactions (0)

Invoice # Date Client Type Service Total Balance Status Actions

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All Clients (0)

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Total Revenue Collected
$0
From 0 sales
Outstanding Balance
$0
0 invoices pending
Net Profit
$0
0% margin
Projected (if fully paid)
$0
Total billed amount
Client Savings Held
KES 0
From active savers
Revenue vs Expenses (6 months)
Expense Breakdown
Service Revenue Split

Outstanding & Partial Payments

0 invoices
Invoice Date Client Service Total Billed Paid Balance Due Status Action
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Totals $0 $0 $0

Transaction Ledger

Revenue: $0 Expenses: $0
Date Type Category Description Reference Method Amount Balance Actions
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Running Totals $0
P&L Summary
Gross Revenue$0
Outstanding$0
Total Expenses$0
Net Profit$0
Profit Margin0%
By Service Type
Key Metrics
0
Total Sales
0
Fully Paid
0
Partial
0
Unpaid
$0
Avg Sale
0%
Collection Rate

Invoice & Receipt Generator

Invoices use INV- prefix. Receipts (when payment is recorded) use RCT- prefix. Click any button to regenerate and download the document.

Document # Date Client Service Total Paid Balance Status Actions
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Lipa Mdogo Mdogo Umra Savings Scheme

Register clients making partial contributions toward their Umra journey. Issue receipts, track balances, and convert savings to a package booking.

Reference Client Name Phone Total Saved Payments Last Payment Status Actions
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Refund Breakdown Generator

Build a clear, polite refund document to send to your client via WhatsApp or email.

Search Client (name / phone / email) * WhatsApp Number Email (optional)
Service Description Amount (USD) Refund Status & Note
Total Cost: $0.00
Refundable (gross): $0.00
Non-Refundable (incl. partial retained): $0.00
Amount to Refund: $0.00

Issue Refund Receipt

Pending = breakdown sent, awaiting client response  ·  Accepted = client confirmed, issue receipt  ·  Refunded = receipt issued

Generate a refund breakdown above, then click Refresh to see pending requests here.

Reports & Analytics

Generate comprehensive financial and operational reports

Profit & Loss Statement

Balance Sheet

Cash Flow Statement

Tax Report

Package Profitability

Client Payment Status

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