...
| Excerpt |
|---|
|
Billing at a Glance is a plugin that makes available a widget under the Billing Overview. |
| Table of Contents |
|---|
| Table of Contents |
|---|
| maxLevel | 4 |
|---|
| minLevel | 2 |
|---|
| outline | true |
|---|
| class | toc |
|---|
|
|
| Info |
|---|
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. |
...
A list of the different available statistics and what each one calculates
| Name | Description |
|---|
Revenue Today | The total amount from all approved |
CC and ACH | non-credit transactions received in this calendar day |
| Revenue this Month | The total amount from all approved |
CC and ACH | non-credit transactions received in this calendar month |
| Revenue this Year | The total amount from all approved |
CC and ACH | 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 |