Invoices

Filter the data in this dashboard by region, account, product, and time period for a personalized and focused view.

• The Invoice Health Overview section displays key metrics such as the number of settled invoices, generated invoice count, failed invoice runs, draft invoices, failed invoices, and revenue transaction error logs. These metrics help teams monitor the overall health of the invoicing process.
• Invoice Health section provides insights into pending invoices and their reasons, invoice failure rate, average invoice age, and tax generation failure count. This section helps identify processing delays and operational inefficiencies.
• Invoice Pipeline chart visualizes invoice progression across various stages such as cancelled, draft, in progress, and error. This helps users understand invoice flow and detect issues early in the billing cycle.
• Aging chart shows the aging of invoices by overdue amount and time, helping teams categorize invoices as on track, at risk, or critical. Filters allow users to refine the view based on invoice age and overdue status.
• Invoice Failure Reasons chart categorizing invoice failures by reason and RTEL (Revenue Transaction Error Log) category, helping users pinpoint root causes and reduce recurring issues.
• Credit Memo Status chart shows the count of credit memos by status, providing visibility into open and closed credit-related activities.
• Invoice Details table lists individual invoice records with details such as invoice ID, run date, invoice and settlement status, days open, days overdue, and aging category. This table supports detailed tracking and follow-up.

Example A Billing Manager can use the Invoices Dashboard to monitor the number of invoices generated, identify any failures, and take action on any disputes or draft invoices, ensuring smoother billing cycles.

• Key Performance Indicators in Invoices Dashboard
  Learn the definitions and calculations of key metrics in the Invoices dashboard.