Account Billing

What

The Account Billing Summary is a report under Sales Analysis that provides a snapshot of account-level billing information for a selected time range. It includes totals, detailed financials, and drill-down capabilities into account-specific data.

Why

This view gives managers and Sellers real-time access to account billing details, making it easier to:

• Understand revenue activity by account.

• Identify billing trends over time.

• Spot new or lost accounts within a period.

• Drill into specific account details without navigating away.

• Customize, export, and save views for efficient workflows.

How

1. Select a Date Range
   Use the Billing Start and Billing End to define the timeframe for the displayed billing data.
   

   

2. View Account Totals
   All accounts billed within the selected period appear in a list. Totals are shown at the bottom of the page.

3. Drill Into Account Details
   Click on any account name to open the Account Summary or click on the dollar amount to see linked financial details like invoices and entries.

4. Use the 'Changes' Tab
   At the top, switch to the Changes view to analyze account movement:

   • Select a date range (e.g., April 2025).

   • View accounts added or lost during that period.

   • Filter by start/end dates or dollar differences.

   • Reset filters anytime.