---
title: "Receivables dashboard"
slug: "receivables-dashboard"
updated: 2026-03-31T15:50:11Z
published: 2026-03-31T15:50:11Z
canonical: "help.frisbii.com/receivables-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.

# Receivables dashboard

**Plans supporting this feature:** Growth Scale

## 1. Overview

**Purpose**: The Receivables Dashboard provides visibility into outstanding customer payments and overdue invoices. It helps track receivables health and collection performance.

**Who it’s for**: CFOs, Finance Managers, Accounts Receivable teams, and RevOps

**Business Value**: By surfacing overdue invoices and receivables, it enables proactive collections, improves liquidity management, and reduces bad debt risk.

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## 2. Key Questions Answered

- How much money is tied up in overdue receivables?
- Which invoices are overdue and by how long?
- What portion of receivables is at risk (e.g., aging buckets)?
- Are collections improving or worsening over time?
- How many invoices remain unsettled or delayed?

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## 3. Metrics & Definitions

- **Overdue Receivables**

Total value of receivables not paid by their due date.

*Calculation*: Total amount of unpaid invoices with a due date earlier than today
- **Overdue Invoices**

Number of invoices past their due date and still unsettled.

*Calculation*: Count of all invoices with a due date earlier than today that remain unpaid
- **Receivables Aging (by buckets)**

Distribution of overdue receivables by time overdue (e.g., 0–30 days, 31–60 days, 61–90 days, 90+ days).

*Calculation*: Total amount of unpaid invoices by days overdue ranges

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## 4. Filters

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

- **Date** (time period selection)
- **Country** (customer geography)
- **Invoice Type** – Focus on the billing model driving your revenue.
  - **Charge** – one-time payments for products or services
  - **Customer** – manually created invoices in the customer interface
  - **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

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

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## 5. Usage Scenarios

- **Finance Leader (CFO)**: Reviews overdue receivables monthly to assess credit risk and adjust collection policies.
- **RevOps Manager**: Tracks receivables trends to align sales incentives with timely payments and prevent pipeline overvaluation.
- **Customer Success Manager**: Uses overdue invoice data to spot at-risk accounts where financial strain may lead to churn.

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### FAQ

#### H**ow are aging buckets defined?**

By the number of days past due:

- 0–30 days
- 31–60 days
- 61–90 days
- 90+ days