Billing dashboard

1. Purpose of the dashboard

The Billing dashboard provides a quick overview of your location’s invoiced amounts, paid amounts, outstanding amounts, and invoice composition by product type. It helps you understand the current financial situation without having to set filters manually. The dashboard uses the current location and predefined date ranges, such as this year, last year, lifetime, or the last 12 months. To compare the figures across different visuals, make sure they use the same date range and VAT basis, as values may differ when these settings are not aligned.

2. Important calculation rules

Invoices and credit notes are included in the Billing dashboard, with credit notes reducing the reported totals. Discounts are taken into account, so amounts reflect the invoiced value after discounts, while draft invoices are excluded and only finalized billing documents are considered. The data is limited to the current location, and VAT treatment may vary by visual: some visuals use amounts excluding VAT, while visuals showing outstanding amounts use amounts including VAT.

An open invoice. An invoice is treated as open or closed using the following rules:

If the invoice status is paid, it is closed.
If the invoice status is not paid and the saldo is 0, it is closed.
If the invoice status is not paid, the saldo is not 0, and follow = yes, it is open.
If the invoice status is not paid, but follow = no, it is closed.

An open amount. The open amount is calculated as follows:

If the invoice status is paid, the open amount is 0.
If the invoice status is not paid, the open amount equals the saldo.

The saldo is the invoiced amount including VAT minus the paid amount.

3. Top tiles, charts and tables

Tile/chart/table	Explanation
Open amount this year	Shows how much remains open for invoices and credit notes dated in the current calendar year. Sum of open amounts for invoices and credit notes with invoice date from the start of the current year through today, both dates included. Amounts are shown including VAT.
Invoices total this year	Shows the total invoiced amount for the current calendar year. Sum of invoice and credit note amounts with invoice date from the start of the current year through today, both dates included. Amounts are shown excluding VAT.
Total amount paid vs open this year	This bar chart compares the paid and open amounts for the current calendar year, from the start of the year through today. The X-axis represents the current year, while the Y-axis shows the amounts. The paid amount includes the stored paid amounts for invoices and credit notes, while the open amount represents the outstanding balance based on the saldo including VAT.
Invoice per product type this year	This pie chart shows how the total invoiced amount for the current year is distributed across product types. It includes invoices and credit notes dated in the current year, with the invoiced amount calculated after discounts and excluding VAT. Each product type shows its invoiced amount and its percentage of the total invoiced amount.
Open invoices (including VAT)	This table shows invoices that currently have an outstanding amount. An invoice is included when it has an open balance, is not marked as paid, and is flagged as being followed up.
Invoiced per month last 12 months	This bar chart shows the invoiced amount for each month over the current month and the previous 11 months. The X-axis represents the months, while the Y-axis shows the invoiced amount per month. Each monthly amount is calculated as the total of invoice and credit note amounts, including discounts and excluding VAT.
Total amount paid vs open last year	This bar chart compares the paid and open amounts for the previous calendar year. The X-axis represents the previous year, while the Y-axis shows the amounts. The paid amount includes the total paid amounts for invoices and credit notes with an invoice date between the start and end of the previous year, inclusive. The open amount includes the total outstanding amounts for the same invoices and credit notes and date range.
Invoiced per product type previous year	This pie chart shows how the total invoiced amount for the previous year is distributed across product types. It includes invoices and credit notes dated between the start and end of the previous year, with the invoiced amount calculated after discounts and excluding VAT. Each product type shows its invoiced amount and its percentage of the total invoiced amount.
Total amount paid vs open lifetime	This bar chart compares the total paid and open amounts across all billing history up to today. The X-axis represents the full available billing history, while the Y-axis shows the amounts. The paid amount includes all invoices and credit notes with an invoice date up to and including today, while the open amount represents the total outstanding amount for the same invoices and credit notes.
Invoices per product type lifetime	This pie chart shows how the total invoiced amount is distributed across product types over the entire available billing history. It includes all invoices and credit notes within the reporting scope, with the invoiced amount calculated after discounts and excluding VAT. Each product type shows its invoiced amount and its percentage of the total invoiced amount.

Note : The dashboard data refreshes overnight.