To access the invoice analytics page, click Analytics > Invoices from the left-hand menu

Invoice analytics helps you gain valuable insights into your venue's revenue stream.

In the Monthly Invoice Summary, review up to 12 months of invoices at a glance. Compare the total amount billed vs the amount actually paid month by month. Hover over a column to see the corresponding numerical value.

Below the graph, you'll see your monthly snapshot. 

Here, you can review five KPI's which summarize your organization's invoicing for the current month:

  • Revenue due & received this month: This is the total of all payment records minus the total of all refunds. Note: That this only includes invoices with a due date of this month and does not include any applied/used credits.
  • Total overdue: This is the balance of invoices which have been due for more than the number of days you've set under Settings > Payments 'Invoice status changes from “due” to “overdue” after'.
  • Expected next month: This is the projected due charges for the next calendar month. 
  • Total due: This is the balance of invoices which are due, but not yet overdue (any invoices which became due in the last 30 days). 
  • Upcoming this month: This is the projected due charges for this calendar month.
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