DASHBOARD | Difference between billed and invoiced amounts in the dashboard

Modified on Fri, 9 May at 6:54 PM

In the Dashboard page, you will see the Billed and Invoiced amounts on Trend section and Overview section


Billed Amount follows the date of the Tasks while the Invoiced amount follows the date of the Invoice and takes into account the Invoice discount applied.

 

For example:

On Jun 13, 2022, you created tasks amounting to $ 10,000 for Matter A. Then on June 15, 2022, you created an Invoice amounting to $8,000 and applied a discount of $500

Unbilled amount - $ 2,000

Billed amount  - $ 8,000 (it will show on Jun 13, 2022)

Invoiced amount - $7,500 (it will show on Jun 15, 2022)

 

Trend 

Screen Shot 2022-06-15 at 11.33.50 am




Overview 

Screen Shot 2022-06-15 at 11.36.17 am

 

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