---
title: "Billing dashboard"
slug: "billing-dashboard"
updated: 2026-03-31T15:50:10Z
published: 2026-03-31T15:50:10Z
canonical: "help.frisbii.com/billing-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing dashboard

**Plans supporting this feature:** Growth Scale

## 1. Overview

**Purpose**: The Billing Dashboard provides visibility into the full invoice lifecycle — from creation to settlement, including failed, canceled, 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.

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## 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, canceled, failed, pending, refunded)?
- How many invoices were created vs. how many were settled?
- What is the net billing amount after credits and refunds?

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## 3. Metrics & Definitions

- **Total Billing**

Gross value of all invoices created in a given period.

*Calculation*: Sum of Invoice Amount in all states
- **Net Billing**

Total billing minus credit notes and refunds.

*Calculation*: Total Billing – Credit Notes – Refunded Invoices
- **New Billing**

Billing amount from newly created invoices in the selected period.

*Calculation*: Sum of Invoice Amount Invoice Created Date = Selected period
- **Total Billing Paid** Amount of billing that has been successfully settled and paid.

*Calculation*: Sum of Invoice Amount where State = Settled
- **Total Credit Notes Amount**

Value of credit notes issued, reducing total receivable billing.

*Calculation*: Sum of Credit Note Amount
- **Amount of Settled Invoices**

Total value of invoices that reached settlement.

*Calculation*: Sum of Invoice Amount where State = Settled
- **Amount of Dunning Invoices**

Value of invoices currently in the dunning process.

*Calculation*: Sum of Invoice Amount where State = Dunning
- **Amount of Canceled Invoices**

Value of invoices canceled before settlement.

*Calculation*: Sum of Invoice Amount where State = Canceled
- **Amount of Failed Invoices**

Value of invoices that failed to process.

*Calculation*: Sum of Invoice Amount where State = Failed
- **Amount of Refunded Invoices**

Value refunded back to customers after payment.

*Calculation*: Sum of Invoice Amount where State = Refunded
- **Amount of Authorized Invoices**

Value of invoices authorized but not yet settled.

*Calculation*: Sum of Invoice Amount where State = Authorized
- **Amount of Pending Invoices**

Value of invoices created but pending settlement.

*Calculation*: Sum of Invoice Amount where State = Pending
- **Number of [Invoice State] Invoices**

Count of invoices per lifecycle stage (Created, Settled, Dunning, Canceled, Failed, Pending, Authorized, Refunded).

*Calculation*: Count of Invoices where State = X

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## 4. Filters

All the above metrics can be filtered using the following criteria:

- **Date** (billing period selector)
- **Plan** (subscription plans)
- **Invoice Type** – Focus on the billing model driving the revenue.
  - **Charge** – one-time payments for products or services
  - **Customer** – manually created invoices
  - **Subscription** – regular recurring invoices generated by active subscriptions (e.g., monthly or annual plans)
  - **Subscription one-time** – hybrid invoices combining recurring fees with usage-based or metered charges
  - **Subscription one-time instant** – immediate subscription invoices created upon activation, often for real-time usage tracking
- **Country** (filter by billing country)

These filters enable targeted analysis and greater insights into specific dimensions of your revenue performance.

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## 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).

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### FAQ

#### **What is the difference between “Canceled” and “Failed” invoices?**

Canceled invoices were actively voided before settlement, while Failed invoices could not be processed due to errors or payment rejection.