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Excerpt | ||
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Billing at a Glance is a plugin that makes available a widget under the Billing Overview. |
Table of Contents | ||||||||||
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Info |
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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. |
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- Visit [Settings] > [Company] > [Plugins] > Available.
- Click the "Install" button within the Billing at a Glance plugin listing.
- To enable the widget, go to [Billing] > [Overview], click the "Manage Widgets" link, and drag the widget from the right side, to the left.
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The Widget
Once installed and enabled, the widget will look something like this:
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Changing What is
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Displayed
To edit what is displayed within the widget, click the cog/gear icon in the upper right window decorations . Click 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
Name | Description |
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Revenue Today | The total amount from all approved non-credit transactions received in this calendar day |
Revenue this Month | The total amount from all approved non-credit transactions received in this calendar month |
Revenue this Year | The total amount from all approved non-credit transactions received in this calendar year |
Credits Today | The total amount from all approved credit transactions received in this calendar day |
Credits this Month | The total amount from all approved credit transactions received in this calendar month |
Credits this Year | The total amount from all approved credit transactions received in this calendar year |
Invoiced Today | The 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 Month | The 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 Balance | The total amount of all unpaid full invoices billed today or before |
Overdue Balance | The total amount of all unpaid full and proforma invoices with due dates that have passed |
Scheduled Cancelations | The total number of active services with a cancelation date in the future |
Active Services | The total number of active services |
Services Added Today | The total number of services that were created in this calendar day (not only active services, but any that were created) |
Services Canceled Today | The total number of services that were canceled in this calendar day |