03 / Operations
Review billing
Track issued invoices, payments and outstanding balances.
Use Billing to compare what has been invoiced with payments received and amounts still outstanding.
What you see
The screen opens on a summary of your position:
| Tile | Meaning |
|---|---|
| Total uncollected | Everything owed - overdue plus outstanding. |
| Overdue | Past its due date. |
| Outstanding | Owed but not yet due. |
| Collected | Paid to date. |
| Accruing this period | An estimate of the amount building up in the current, not-yet-invoiced period. |
Below the tiles, a receivables aging bar splits the balance by how overdue it is, and a currency exposure panel lists the native per-currency amounts with the FX rate used to value them.
Invoices
The invoice list can be grouped by month or client and filtered to All, Outstanding, Past due, or Paid. Open an invoice for its detail, and use its actions menu to download it as a PDF.
Display currency
Every amount is shown in one display currency you select, converted from the native currencies. Where a currency has no FX rate, the amount is shown in its native currency instead of being converted.
Creating invoices
Invoices are issued to you and appear here; they are not created in the backoffice. Your team can view billing and download invoices with the billing-view permission.