When you open Billing Manager, the Analytics module is the first page you’ll see. It includes reports and dashboards that help you make sense of your billing data. With these tools, you can easily track invoices, charges, transactions, and rates—all in one place.

Aging Report

Use the Aging Report to view all open invoices across your customer base. It automatically sorts invoices into aging categories and shows how much is overdue.

What you can do:

• Download a CSV to see invoice details by customer, including invoice number, date, and days past due.
• Sort exported data by oldest invoice date or longest overdue period to identify high-risk accounts.
• Identify customers with high outstanding balances.
• Use hover features to view overdue amounts by category.
• Filter by top 5 or top 10 customers based on balance.

Invoice and Charge Analytics

This dashboard helps you track invoices and charge trends over time. You can filter by week or month and choose specific customers to analyze.

Key features

• View trends for invoices and charges.
• Compare performance across multiple customers.
• Use the dotted line to see average activity.

Transaction Register Report

We’ve moved the Transaction Register Report from Billing Wizard and 3PL Warehouse Manager to Billing Manager. It still includes all the same data but now has a cleaner layout.

Use this report to:

• Display transactions that generate charges for a specified customer, including those with no charges. This enables efficient gap analysis.
• Generate a report by downloading a CSV to view transaction details like quantity in/out, transaction numbers, reference IDs, and POs.
• Sort exported data to view summarized charges by category.

Rates Report

Find the Rates Report under each customer profile. It shows all rate sheets and individual rates for that customer.

To open the Rates report:

1. Go to Customers. 
2. Select a customer.
3. Click the Download button to export all rates assigned to the selected customer.
4. Wait for the CSV file to load and click Download. 

What's included:

• Transaction type
• Charge category
• Amount and charge label

Invoice Report

Access the Invoice Report from the Invoices page. You can download all invoices—published and unpublished—based on your selected filters. 

What's included:

• Invoice status
• Balance
• Payment dates

The total number of invoices updates automatically based on your filters.