Billing Portal — Requirements Recap

Absolutely! This is crystal clear and makes perfect sense. Let me recap to confirm I've captured everything:

What I Understood

Core Data Model

Customers — your clients (auto-created from CRM when first bill is sent)
Users — customer staff who can login to pay (one customer = multiple users)
Bills — invoices per customer (status: paid/unpaid/due, sorted newest first)

Two Payment Paths

Email Link → Pay directly without login (customer clicks bill link, sees bill, pays)
Portal Login → View all bills, pay from dashboard

Automation (Critical!)

Monthly ReportBurster burst checks: Does customer exist?

No → Auto-create customer, create bill, send email
Yes → Just create new bill, send email

Manual override via Admin interface if needed

Admin Interface

Manage Customers, Users, Bills (CRUD)
View bills by customer, date, status
Override payment status if needed

Customer Portal

Login → See all bills (newest first)
Status indicators (paid/due/unpaid)
Pay bills online
Payment status updates for both customer and admin

This Is Perfect for a PRD!

Let me create the Billing Portal PRD now with data model ER diagram, user stories, automation workflow with ReportBurster — ready to hand off to Hermes for Grails implementation.