Plans supporting this feature: Growth Enterprise
1. Overview
Purpose: The Billing Dashboard provides visibility into the full invoice lifecycle — from creation to settlement, including failed, cancelled, pending, dunning, and refunded states. It helps teams monitor billing performance, detect bottlenecks, and manage credit notes.
Who it’s for: Finance leaders, billing operations managers, revenue analysts, customer success managers, and RevOps teams.
Business Value:
Ensures transparency across all invoice states for better cash flow operations.
Supports operational efficiency by surfacing failed invoices.
Improves financial control by monitoring net vs. total billing and credit notes.
2. Key Questions Answered
How much total billing was generated in a given period?
How much billing has been successfully settled and paid?
What is the volume and value of invoices in different states (dunning, cancelled, failed, pending, refunded)?
How many invoices were created vs. how many were settled?
What is the net billing amount after credits and refunds?
3. Metrics & Definitions
Total Billing
Definition: Gross value of all invoices created in a given period.
Calculation: SUM(Invoice Amount, all states).
Net Billing
Definition: Total Billing minus credit notes and refunds.
Calculation: Total Billing – Credit Notes – Refunded Invoices.
New Billing
Definition: Billing amount from newly created invoices in the selected period.
Calculation: SUM(Invoice Amount where Invoice Created Date = Period).
Total Billing Paid
Definition: Amount of billing that has been successfully settled and paid.
Calculation: SUM(Invoice Amount where State = Settled).
Total Credit Notes Amount
Definition: Value of credit notes issued, reducing total receivable billing.
Calculation: SUM(Credit Note Amount).
Amount of Settled Invoices
Definition: Total value of invoices that reached settlement.
Calculation: SUM(Invoice Amount where State = Settled).
Amount of Dunning Invoices
Definition: Value of invoices currently in the dunning process.
Calculation: SUM(Invoice Amount where State = Dunning).
Amount of Cancelled Invoices
Definition: Value of invoices cancelled before settlement.
Calculation: SUM(Invoice Amount where State = Cancelled).
Amount of Failed Invoices
Definition: Value of invoices that failed to process.
Calculation: SUM(Invoice Amount where State = Failed).
Amount of Refunded Invoices
Definition: Value refunded back to customers after payment.
Calculation: SUM(Invoice Amount where State = Refunded).
Amount of Authorized Invoices
Definition: Value of invoices authorized but not yet settled.
Calculation: SUM(Invoice Amount where State = Authorized).
Amount of Pending Invoices
Definition: Value of invoices created but pending settlement.
Calculation: SUM(Invoice Amount where State = Pending).
Number of [Invoice State] Invoices
Definition: Count of invoices per lifecycle stage (Created, Settled, Dunning, Cancelled, Failed, Pending, Authorized, Refunded).
Calculation: COUNT(Invoices where State = X).
4. Filters
Date (billing period selector).
Plan
Invoice Type.
Country (filter by billing country).
5. Usage Scenarios
Finance Leader: Track net billing vs. total billing to validate reported revenue and assess impact.
RevOps Manager: Monitor invoice lifecycle to identify billing frictions (e.g., high share of failed or dunning invoices).
6. FAQs
Q: Why do I see invoices in “pending” for a long time?
A: Pending invoices are created but not yet settled. This can occur due to delayed customer action, processing times, or manual payment methods.
Q: What is the difference between “Cancelled” and “Failed” invoices?
A: Cancelled invoices were actively voided before settlement, while Failed invoices could not be processed due to errors or payment rejection.