Billing & Payments category
Who can do this
Section titled “Who can do this”Available on the Elite plan with the billing feature active, currently in beta with selective customer access. If the category is missing from the BI sidebar, check that billing is enabled in Settings & Apps.
The three holes revenue can fall into
Section titled “The three holes revenue can fall into”- Production never invoiced → Billing Gap catches this. Big billing gap, low realization.
- Invoiced but written down → Billing Health shows the write-off. Why? Discount, scope dispute, error.
- Invoiced but not collected → AR Aging shows it. Slow payer? Disputed? Bankrupt?
Use them together: Billing Health to spot the symptom, Billing Gap or AR Aging to act.
Key terms
Section titled “Key terms”| Term | Meaning |
|---|---|
| Realization % | Confirmed revenue / production value × 100 |
| Write-on/off | Net change to invoice rows after lock; negative = wrote down |
| Billing gap | Production value − confirmed revenue (signed) |
| Billing lag | Average days from work delivery to first invoice |
| DSO | Average days from invoice date to payment, weighted by amount |
| Collection rate | Paid / invoiced × 100 |
| AR aging bucket | Outstanding amount split by overdue days (0-30, 30-60, 60-90, 90+) |
Reports in this category
Section titled “Reports in this category”| Report | Focus | Best for |
|---|---|---|
| Billing Health | Realization, write-off, billing gap, billing lag | Weekly billing-team review of the whole pipeline |
| Billing Gap | Delivered work not yet on an invoice | Pre-month-end sweep to catch missing bills |
| AR Aging | Outstanding receivables by client and age bucket | Daily collections priority list |
When to open which one
Section titled “When to open which one”- Billing team Monday morning → Billing Health for the weekly pulse, then Billing Gap to catch missed invoices.
- CFO weekly review → Billing Health → AR Aging.
- Collections call queue → AR Aging, sort by overdue desc.
- Pre month-end → Billing Gap, aggressively.
Health chips in this category
Section titled “Health chips in this category”- Slow invoicing, Low realization, Slow payment, High write-off, High overdue, High unbilled, Poor collection
- Fast payer (positive)
Troubleshooting
Section titled “Troubleshooting”Realization is 75% — is that bad?
Section titled “Realization is 75% — is that bad?”Below 90% deserves review. Below 70% is a problem. Open Billing Health, sort by realization asc, and find the worst clients.
Write-off is a large negative — bad?
Section titled “Write-off is a large negative — bad?”Depends. If it’s intentional (retainer absorbing overages, deliberate discount), fine. If not, it’s discounting. Drill into the affected clients to see if they consistently get write-downs.
What’s the difference between billing gap and write-off?
Section titled “What’s the difference between billing gap and write-off?”Billing gap is production not invoiced (unbilled work). Write-off is invoiced then reduced (already invoiced, then knocked down). Different problems, different fixes.
Draft invoices don’t count as revenue
Section titled “Draft invoices don’t count as revenue”Correct — draft invoices appear as “Draft revenue” in a separate column. Realization and revenue KPIs use confirmed invoices only.