Monthly Revenue Goal
Invoiced this month
- Achieved
- ₹0
- Target
- ₹0
- Remaining
- ₹0
Waiting for invoice data…
Total Invoiced (All)
MoM
₹0
Pending
Due
₹0
0 invoices
Received
Settled
₹0
0 invoices
Credit Outstanding
Terms
₹0
—
Revenue & Collections
Last 6 months
Dashboard Reports
All businesses · ConsolidatedRevenue & Collections: last six months through today. Goal: current month. Other reports: all-time invoices, except the 30-day cash-flow projection.
No invoices for this business. The reports below show empty values.
Top Customers
Top five by invoiced value
Invoice Status
By invoice count
By invoice value
● Paid● Pending● Overdue
Avg Payment Delay
All customers in the selected business scope
Chart: up to ten highest recorded averages. Days from invoice issue to latest dated payment; partial payments count. This is not days overdue.
Cash Flow (Next 30 Days)
Business Performance
All businesses compared, or the selected business only
Transactions
Total Invoiced
₹0
Filtered results · all pagesPayments Recorded
₹0
Filtered results · all pagesOutstanding Balance
₹0
Selected business · all datesTransaction Count
0
Filtered results · all pagesTotals for filtered results include all matching pages. Outstanding uses the selected business across all dates.
Invoices & paymentsLatest first · click an invoice reference to preview
| Date | Type | Invoice Ref | Business | Customer | Amount | Method | Payment Ref / UTR |
|---|
0 matching entries
Invoices
Commission (Earnings)
₹0
Total Amount
₹0
Paid
₹0
Balance
₹0
BILLING WORKSPACE
Create invoice
Choose an issuing businessCustomer, services and payment details in one place.
Invoice KPIs cover the filtered selection across all pages. Bulk actions use checked rows on the current page.
Invoice register
Business profile: Issued profile uses saved details from creation. Current business details means the original profile was not recorded. Click a profile pill to inspect it.
| Invoice No | Business profile | Business | Date | Customer | Items | Total | Commission (Earnings) | Paid | Due | Status | Actions |
|---|
RELATIONSHIPS & CREDIT
Customers
Matching customers0
Invoice outstanding₹0
Overdue invoices₹0
Limit exceeded0
| Name | Phone | Service | Credit Limit | Terms (days) | Outstanding | Actions |
|---|
BUSINESS CATALOG
Services
Organize the services available to each business.
Selected workspace business
ACCOUNTS & RELATIONSHIPS
0 invoicesCustomer Ledger
Invoice balances, payments applied and filtered statements.
Selected workspace business
Total Invoiced₹0Selected invoices
Payments Applied₹0Recorded against these invoices
Balance Due₹0Invoiced less payments applied
Totals follow every selected filter and date basis. In As-of mode, status is recalculated from dated payments through that date; undated payments are excluded and flagged. Invoice balances only; standalone advances, opening balances and ledger adjustments are separate. Advance allocations are included in payments applied.
Invoice ledgerClick an invoice reference to open its preview
| Invoice # | Date | Business | Customer | Total | Paid | Balance | Payment status | Due condition |
|---|
Download statement exports exactly this filtered selection and date basis. Expand Payments to review entries, including those excluded from dated totals. Payment detail rows are shown on screen; statements summarize invoices. For date ranges and account adjustments, use your existing Advanced Customer Statement.
CUSTOMERS & COLLECTIONS
Loading overview…Statement Overview
One customer and date selection for the overview, charts and invoice tables.
Opening & Closing Balances
Opening + invoices issued − payments applied = closing. Payments use their recorded dates. Standalone advances and adjustments remain in Finance Centre.
Outstanding Ageing · Days Past Due
Outstanding invoices through the end date, including invoices issued before the selected period.
Find Invoices & Collection Coverage
Invoice search and condition apply to both invoice tables and CSV/PDF exports. KPI cards, charts, opening/closing and insights retain the business, customer and period scope. Coverage counts follow the reference search before the condition filter.
Invoices
Expand Payments to see dates, methods, UTR and advance allocations.| Invoice / business | Customer | Issue date | Total | Paid through end | Balance | Payment status / due |
|---|
Invoice vs Payment Timeline
Invoices by issue month; payments by payment month. Includes period payments against earlier invoices.
View monthly values
Payment Distribution
Invoices issued in the selected period, with payments applied through the end date. Overdue uses the invoice due date.
Payment Method
Payments dated in the period. Advance allocations are applications of existing credit.
Top Debtors
Top 10 customers with outstanding invoices through the end date across the selected business workspace. Select a customer name to filter this statement.
Invoices & Notes
Same invoice selection and date basis as the Invoices table above. Saving changes only the note.
| Invoice / business | Customer | Issue date | Total | Paid through end | Balance | Status | Notes |
|---|
BUSINESS ANALYTICS
All businesses · ConsolidatedReports
Explore financial trends, customer activity, invoices and forecasts.
Period Comparison
Invoice value/count use issue dates. Payment applications use their own dates, including applications against earlier invoices and allocated advances; they are not necessarily new cash receipts. Existing report charts keep their invoice-cohort basis.
Service Performance
Invoices issued in the selected period. Line values include recorded line tax, before invoice-level discounts. Only recorded line-level commission is shown; invoice-level commission is not apportioned.
Discount Overview
Recorded invoice-level discounts in the selected period. The table lists up to 10 invoices with the largest discounts. Open a reference to preview its invoice.
Header business and invoice issue dates scope every category. Dated payment applications use the selected period; invoice status uses payments through the end date. Payment applications may include allocated advances; standalone advances and adjustments remain in Finance Centre.
Commission Report
Business, customer and period apply to every commission chart, table and export.
Total Commission
₹0
This Month
₹0
Highest Single
₹0
Avg / Invoice
₹0
Commission Trend
Commission by Business
Top Customers by Commission
| # | Customer | Commission | Invoices |
|---|
Top Services by Commission
| # | Service | Commission | Invoices |
|---|
Invoice drilldown Details & filters
Uses the business, customer and period selected above.
| Invoice No | Date | Business | Customer | Total | Commission | Status | Actions |
|---|
Advanced charts use the same commission period, business and customer filters shown above.
Commission by Time Period
Commission by Payment Mode
Estimated allocation using invoice payments; includes an Unallocated balance.
Commission by Status
Commission Recovery Ratio
0%
Legacy indicator: commission on invoices with payment history ÷ total commission. This does not confirm commission receipts.
Top Customers by Commission
Top Services by Commission
Commission Aging
Earned commission by invoice age; not outstanding settlement ageing.
Business Commission Margin
Commission Forecast vs Target
Illustrative trend projection; existing example target ₹1,00,000 per month.
Commission Payout by Agent
Commission attributed to each agent; not recorded payout transactions.
Commission by Region
WORKSPACE SETTINGS
Manage users
Manage team roles and access to your billing workspace.
Total users—Team directory
Administrators—Manage workspace access
Viewers—Assigned report access
Team directory
Roles and menu permissions for your billing workspace.
Verify administrator access to load users.
| Username | Role | Menu access | Actions |
|---|
User activity history
Recorded user changes only. Passwords are never displayed. Times use IST.
Load recorded activity after administrator verification. Earlier changes appear only if audit records exist.
| Time | Account | Action | Changed by | Outcome | Details |
|---|
RANSAN FINANCE WORKSPACE