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Invoices & Billing
Manage placement invoices, billing cycles, and payment tracking.
1
Invoice Lifecycle
- 1.Invoices are created automatically when a placement is confirmed.
- 2.They start as "Pending 30-Day" during the probation period.
- 3.After 30 days, a daily cron job advances them to "Eligible" status.
- 4.Mark eligible invoices as "Invoiced" when you send the bill, then "Paid" when payment is received.
2
Billing Cycles
- 1.Invoices are grouped into billing cycles: 1st–15th and 16th–end of month.
- 2.Use the billing cycle view on the Invoices page to see totals per cycle.
- 3.Process eligible invoices in bulk by cycle for efficient billing.
3
Revenue Dashboard
- 1.The Invoices page shows KPI cards for pending, eligible, invoiced, and collected revenue.
- 2.Use status filters to focus on invoices that need attention.
- 3.Click any invoice row to see full details including timeline and actions.