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The Billing at a Glance widget is installed by default for the primary staff user, but may need to be installed for additional staff or for addon companies.

Installing Billing at a Glance

  1. Visit [Settings] > [Company] > [Plugins] > Available.
  2.  Click the "Install" button within the Billing at a Glance plugin listing.
  3. To enable the widget, go to [Billing] > [Overview], click the "Manage Widgets" link, and drag the widget from the right side, to the left.

The Widget

Once installed and enabled, the widget will look something like this:

Changing What is Displayed

To edit what is displayed within the widget, click the cog/gear icon in the upper right window decorations and make your changes. When finished, click the "Update Settings" button in the bottom right to save your changes and return to the Billing Overview.

Statistics

A list of the different available statistics and what each one calculates

NameDescription

Revenue Today

The total amount from all approved non-credit transactions received in this calendar day
Revenue this MonthThe total amount from all approved non-credit transactions received in this calendar month
Revenue this YearThe total amount from all approved non-credit transactions received in this calendar year
Credits TodayThe total amount from all approved credit transactions received in this calendar day
Credits this MonthThe total amount from all approved credit transactions received in this calendar month
Credits this YearThe total amount from all approved credit transactions received in this calendar year
Invoiced TodayThe total amount from all open full invoices billed in this calendar day
Invoiced Today (Proforma)The total amount from all open proforma invoices billed in this calendar day
Invoiced this MonthThe total amount from all open full invoices billed in this calendar month
Invoiced this Month (Proforma)The total amount from all open proforma invoices billed in this calendar month
Outstanding BalanceThe total amount of all unpaid full invoices billed today or before
Overdue BalanceThe total amount of all unpaid full and proforma invoices with due dates that have passed
Scheduled CancelationsThe total number of active services with a cancelation date in the future
Active ServicesThe total number of active services
Services Added TodayThe total number of services that were created in this calendar day (not only active services, but any that were created)
Services Canceled TodayThe total number of services that were canceled in this calendar day
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