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. See Billing stages. To bill a project without leaving the dashboard, click the document icon on its row. The Create Invoice panel opens with that project already loaded, so you pick the stages and go. See Create and send invoices.

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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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Chase what is owed

The full list has a bell icon on every row. Click it to send that client a payment reminder, or use Remind all in view at the top to chase everything in the list you are looking at, including after you narrow it with the due-date chips. Arkata always shows you who each reminder goes to and asks you to confirm before anything is sent. A bright bell means nobody has been chased on that invoice yet, and a grey one means a reminder has already gone out. Hover it to see when the last one was sent and how many there have been. See Send a payment reminder.

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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