🔐 Required Role Permissions: Bills
🔓 Optional Role Permissions: Saved Searches, See Bulk Action, Data Export, Generate Reports
Default Columns
Default Columns
The Bills subsection shows your current plan and all invoices, using the following default columns:
Reference - 8-character alphanumeric string identifying the invoice
Total - the amount on the invoice
Paid - the amount paid
Balance - the remaining amount (
Total - Paid)From / To - the start and end dates of the billing period (monthly)
Status - the payment status of the invoice
Channel | Description |
Paid | the invoice has been paid in full |
Due | the invoice is within the billing period but unpaid |
Overdue | the invoice is past the billing period and unpaid |
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the bils table enables you to perform a number of additional functions.
Actions
Search bar - filter the bookings table, using any parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Unbilled Items - view items or bookings that have not yet been invoiced
Bulk Actions - select one or more invoices and apply an action
Bulk Action | Description |
Delete All | delete all selected invoices |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the bookings table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the booking table
📗 TIP
To learn more about reports, read our article Understanding Bills.
Report function | Description |
Total | sum of values |
Minimum | the lowest value |
Maximum | the highest value |
Average | the sum of values included in the report divided by their count |
Count | number of the selected parameter |
Available Columns
Column | Description |
ID | unique alphanumeric string identifying an invoice |