What the Billing dashboard is for
Where the money stands right now: what is unpaid, what is overdue, what came in this month, and how much finished work has not been invoiced yet.

Billing turns completed work into cash. Jobs land in the queue when the technician finishes, an invoice goes out, payments come back against it, and whatever is left ages. This dashboard is the front page of that flow, and every number on it opens the invoices or jobs behind it.

Dashboard

Open Billing Dashboard
Who it is for
The owner, the bookkeeper, and whoever is responsible for getting invoices out.
Without it
"How much are we owed?" is an accounting report run on request. Finished work waiting to be invoiced is invisible until someone opens the queue, and it is the money that is easiest to lose.
What it shows
Five cards: Total Unpaid, Total Overdue, Paid This Month, Total Outstanding and Billing Queue. The first four drill into All Invoices at that bucket; the last opens the queue itself. Two panels follow, Invoice Status Distribution and an AR Aging Summary, then a Recent Invoices table with invoice number, customer, status, invoice date, due date, total and balance.
What it is worth
  • The receivable position on one screen. Unpaid, overdue and outstanding, each opening the exact invoices.
  • Money left on the table, counted. The Billing Queue card is completed work with no invoice. It should be near zero, and when it is not, it says how far.
  • This month's collections beside the backlog. Paid This Month against Total Overdue is the quickest read on whether collections are keeping up.
  • Aging without leaving the page. The summary shows the shape of the debt before you open AR Aging for the detail.
Pays for itself the first morning the Billing Queue card is the reason the invoices go out before lunch.

Where to go next

  • The queue is the entry point. Jobs arrive in the Billing Queue when complete; Create Invoice is the manual path for anything else.
  • For what is still owed by age, and the oldest invoices first, see AR Aging.
  • For when that money is likely to arrive, week by week on each customer's own payment history, see the Cash Outlook under Analytics.

Good to know

  • Every card drills. The counts on the dashboard match the rows in the grid they open.
  • The dashboard is company-wide. Nothing here is scoped to the signed-in user.
  • Overdue means past its due date. The due date comes from the invoice's payment term, not a fixed 30 days.
  • The Cash Outlook treats 90-plus days as doubtful. Those balances still show here as overdue; the forecast simply stops counting on them.