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 for addon companies. |
Once installed and enabled, the widget will look something like this:
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.