Max
Know what you collected, not what you hoped for.
Max records money you have actually received from Clients, keeps every correction as history, and turns it into a picture of the business you can read in seconds.
Max includes every Premium capability.
Revenue Intelligence
This month
MaxGross payments
$2,860
Refunds
-$180
Adjustments
-$40
Net recorded revenue
$2,640
Illustrative interface. Names and figures are examples, not customer data.
The rule everything rests on
A service agreement is not a payment.
Creating a priced Client Subscription records what you agreed. It never invents revenue. Your collected revenue moves only when you record an actual payment, which is why the number can be trusted.
Client Subscription created
Agreement recorded. Revenue unchanged.
Payment recorded
Money received. Collected revenue moves.
Recording money
Ask the question at the moment it is easy to answer
Right after you create a priced package, NotiSynk asks whether the Client has paid. Three honest answers, no guessing.
Record full payment
The agreed price is prefilled and the payment is linked to the package you just created.
Record another amount
The same flow with an empty amount, for a deposit, a partial payment or an advance.
Not paid yet
Nothing financial is created. The package is valid and you can record the payment whenever it arrives.
Payments can always be recorded later from the Client Subscription itself, even when the Plan has no default price.
Corrections
Three record types, none of them editable
Payment
Money received from a Client, in the reporting currency of your Workspace.
Refund
Money returned against a specific payment. NotiSynk will not let refunds exceed what that payment collected.
Adjustment
An explicit operational correction, up or down, when neither a payment nor a refund is the honest description.
Nothing is edited or deleted. A correction is a new record, and every payment shows how much of it has already been refunded.
The dashboard
Collected revenue, read four ways
Pick a period and read what it actually produced. Every figure comes from the same server-side calculation as the reports and the export.
- Gross payments, refunds, adjustments and net recorded revenue
- Revenue by Client and revenue by Plan
- Payment-method breakdown and transaction count
- Paying Clients and average revenue per paying Client
Every Client also gets a financial profile: lifetime revenue, this year, this month, payment count, average payment and their last payment date.
Reports and export
The period you need, in the format you need
Generate a report for this month, last month, this quarter, this year, or a custom range of up to two years. Export the underlying records to CSV whenever you want a copy.
- Summary metrics, revenue by Client, by Plan and by payment method
- Client Subscription lifecycle counts and session usage for the period
- Data-quality notices so a gap is visible rather than silent
- CSV generated on the server, scoped to your Workspace
What Max deliberately does not do
One reporting currency per Workspace
You choose the currency your Client revenue is recorded in. NotiSynk does not invent a default, and once financial records exist the currency is locked so past amounts keep their meaning. This is separate from the currency of your NotiSynk subscription.
If you leave Max, your history stays
Moving from Max to Premium removes access to the revenue capabilities, but your financial settings, Plan defaults, agreed terms and revenue records are all preserved. Coming back to Max restores access to the same history.
What Max deliberately does not do
Max reports money recorded as received. It does not calculate expected revenue, outstanding balances, forecasts, profit or tax, because those need billing-period rules that would only produce confident-looking guesses today.
- Not accounting or bookkeeping software
- Not invoicing, tax or statutory reporting
- Not bank reconciliation or expense tracking
- It does not process payments from your Clients
Continue reading
- PricingEvery plan includes the Client, Plan and session operations that make the Workspace worth opening. Premium removes the limits and adds WhatsApp. Max adds the revenue picture on top of all of it.
- Client managementClient records, Plans and Client Subscriptions that stay accurate.
- SecurityWorkspace isolation, server-side authorization, permanent financial history, repeat-safe operations, and the providers NotiSynk relies on for payments and messaging.
Start today
Set up your Workspace in a few minutes.
Add your first Clients, create the Plans you already sell, and let NotiSynk handle the follow-up.
Max includes every Premium capability. Choosing Max never removes something Premium gives you.