To access the invoice analytics page:
- Click Invoices from the left-hand menu
- 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 invoices paid to the total invoices still outstanding 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 four KPI's which summarize your organization's invoicing for the current month:
- Issued & paid: This is the total invoices which were due this month and have already been settled
- Total overdue: This is the total invoices which are more than 30 days past due
- Due this month: This is the invoices which are outstanding, but not yet overdue
- Expected next month: This includes ongoing payments on plans, plus any additional invoices due next month