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Billing at a Glance is a plugin that makes available a widget under the Billing Overview. |
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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 within additional companies. |
Installing Billing at a Glance
- 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.
Installed Widget
Once installed and enabled, the widget will look something like this:
Editing what is displayed
To edit what is displayed within the widget, click the cog/gear icon in the upper right window decorations. The following options will be available:
