Billing & Payments
The billing and payments board monitors your invoice and payment operations — from aging invoices and payment timelines to dunning effectiveness and upcoming renewals.
URL: /analytics/billing
Access: Owner, Administrator, Finance Manager
Charts
Invoice Aging
| Property | Detail |
|---|---|
| Chart Type | Horizontal bar chart |
| X-Axis | Invoice count |
| Y-Axis | Age buckets (0–30 days, 30–60 days, 60–90 days, 90+ days) |
| Colors | Blue → Purple → Orange → Red (increasing severity) |
| Purpose | Identify overdue invoices by age. A growing 90+ day bucket signals collection problems that need immediate attention. |
| Who uses it | Finance teams managing accounts receivable; collections teams prioritizing follow-ups |
Average Days to Payment
| Property | Detail |
|---|---|
| Chart Type | Line chart (blue) |
| X-Axis | Month |
| Y-Axis | Average days (number) |
| Purpose | Track how long it takes customers to pay after an invoice is issued. A rising trend may indicate customer financial stress or friction in the payment process. |
| Formula | Average of (Payment Date − Invoice Issue Date) for all paid invoices in the month |
| Who uses it | Finance teams optimizing cash flow; operations teams evaluating payment method effectiveness |
Dunning Recovery Rate
| Property | Detail |
|---|---|
| Chart Type | Grouped bar chart |
| X-Axis | Month |
| Y-Axis | Count |
| Series | Attempted (blue), Recovered (green) |
| Purpose | Compare dunning attempts against successful recoveries over time. A widening gap between attempts and recoveries indicates declining effectiveness. |
| Formula | Recovery Rate = (Recovered / Attempted) × 100 |
| Who uses it | Finance teams tuning dunning workflows; operations teams evaluating retry strategy |
Escalated Dunning Cases
| Property | Detail |
|---|---|
| Display | Data table |
| Columns | Customer, Amount at Risk, Days in Dunning, Status (Escalated / Open), Last Activity |
| Sorting | Escalated cases first, then by recency |
| Purpose | Surface high-priority dunning cases that need manual intervention. These are payments that automated retries have failed to recover. |
| Who uses it | Collections teams for manual outreach; finance managers monitoring revenue at risk |
Upcoming Renewals & Expirations
| Property | Detail |
|---|---|
| Display | Table or timeline |
| Data | Subscriptions approaching renewal or expiration date |
| Purpose | Proactive visibility into upcoming renewals so CS and sales teams can engage customers before they lapse |
| Who uses it | Customer success managers planning renewal outreach; sales teams identifying upsell opportunities |