Understanding the Billing Dashboard
Master every metric on the billing dashboard — from AR aging buckets to days sales outstanding — so you always know the health of your cash flow.
5 min read
Opening the Billing Dashboard
Tap Billing in the bottom navigation. The dashboard shows a real-time summary of your financial position with four tabs: Overview, Invoices, Payments, and Analytics.
Overview Tab
The overview gives you the headline numbers:
- Outstanding — total amount on invoices that have been sent but not yet paid.
- Overdue — outstanding invoices past their due date.
- Collected this month — total payments received in the current calendar month.
- Projected this month — outstanding invoices due before month end.
These four numbers tell you your immediate cash position at a glance.
AR Aging Buckets
Accounts Receivable (AR) aging shows you how long money has been outstanding:
| Bucket | What it means |
|---|---|
| Current | Invoice sent, not yet due |
| 1–30 days overdue | Past due but recent — usually recoverable with one reminder |
| 31–60 days overdue | Needs active follow-up |
| 61–90 days overdue | High risk — consider a phone call or payment plan |
| 90+ days overdue | Very high risk — may require collections escalation |
Tap any bucket to see the list of invoices in that range.
Days Sales Outstanding (DSO)
DSO is the average number of days it takes to collect payment after an invoice is sent. A lower DSO is better — it means customers pay quickly.
Industry benchmark for field service: 30–45 days.
If your DSO is above 45, look at your payment terms (are they too generous?), your reminder schedule (are you following up soon enough?), and your payment friction (is the Pay Now link easy to use?).
Collection Rate
Collection rate is the percentage of invoiced revenue that you actually collect. A healthy collection rate is 95%+.
A low collection rate often indicates:
- Poor customer vetting (taking jobs from customers who don't pay).
- Weak follow-up on overdue invoices.
- Invoices being sent to the wrong email address.
Analytics Tab
The Analytics tab shows trend charts over time:
- Revenue collected — month over month.
- Outstanding balance trend — are you collecting faster than you're billing?
- DSO trend — is payment time improving or getting worse?
- Top customers by spend — who are your highest-value customers?
AI Actions Tab
The AI Actions tab surfaces specific recommendations based on your billing data:
- "3 invoices are 30+ days overdue — send reminders now."
- "Customer [Name] has a pattern of late payment — consider requiring a deposit."
- "Your DSO increased 8 days this month — here's why."
Each recommendation includes a one-tap action button.
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