To access the invoice analytics page:

  1. Click Invoices from the left-hand menu
  2. Click the Analytics tab

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 30 days.
  • 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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