Billing dashboard

Partners and Admins only. Architects do not see this dashboard, including by pasting its address. The Billing dashboard shows your firm’s money at a glance. Open it from Dashboards > Billing. It has four cards.

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Invoices to Issue

Every billing stage marked Ready to Invoice, grouped by project. Expand a project to see its stages, or click the arrow to open its Billing tab and create the invoice. See Billing stages.

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Invoices Owed to You

Everything sent but not fully paid. The total owed sits at the top, with the overdue amount and count when any are late. A bar chart splits what you are owed by when it falls due: overdue in red, due in the next two weeks, due in the two weeks after that, and one month or more. View all opens the full list with the project, client and balance for each.

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Recent Payments

The latest payments in, newest first, with the project, client, invoice number, payment method and date. The total across them sits at the top right. Click any row to open that project.

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Net Monthly Income

What you brought in against what you spent, month by month.

1. Pick a period: 3M, 6M or 1Y.
2. Pick a view: Compare for separate income and expense bars, or Net for a single bar showing profit or loss.

Totals for the period sit above the chart. Hover a month for its exact figures. Months where you spent more than you earned show in red. Expenses come from the Expenses page.

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Next steps