Billing Dashboard
Overview
The Billing dashboard is part of the Billing module and supports invoicing. The Dashboard uses the shared PersonalDashboard widget and supports viewing invoice details.
How to access
- In the Compass sidebar, open Billings.
- Click Dashboard.
Key features
- Dashboard: Uses the shared PersonalDashboard widget to provide a dashboard view within the Billing module.
- View Invoice Details: You can view invoice details from the Billing module.
Field descriptions
The Billing module includes the following fields and actions (availability depends on the page and context, such as Dashboard vs. invoice details):
- Base Information
- Recipient
- Related Project
- Performance Period
- Start Date
- End Date
- Due Date
- Billing Mode
- VAT Applicable
- VAT %
- Currency
- Totals
- Invoice Notes
- Internal Notes
- Past Invoices
- Past Invoice
- Invoice Phases
- Timeline
- Payment History
- EInvoice Status
- Amount Paid
- EReduced Payment Reason
- Record Payment
- Mark as paid
- Cancel Invoice
- Delete Invoice
- Download Invoice (label casing may also appear as Download invoice)
- Invoice Item
- Related Budget
- Select Budget
- Save Invoice Items
- Delete Invoice Item
- Review Invoice
- Submit Invoice
- Mark the invoice as sent
- Invoice Template
- Delete Template
- Template File
- Timesheets
- Timesheet: Desk Time
- Timesheet: Travel Time
- Trips
- Trip: Business Travel
- Trip Expenses
- Other Expenses
- Expenses
- Office Supplies
- IT Infrastructure
- Exchange Rate Loss
- Project Expense
- Expense
- Budget