Billing overview
See payment balances without entering invoices twice.
Sign in with your own approved account. Open Billing overview through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Choose Import billing report and download the billing template.
- Map existing company IDs, upload the accounting report, review row validation and confirm ready rows.
- Refresh and filter the invoice register; check received, outstanding and overdue amounts.
Check the result
Issued invoices and cumulative receipts reconcile with the source. The BUSY sync panel shows signed receiver readiness and recorded runs; a BUSY-side adapter still requires setup.
Screen markers
- 1. Refresh
- 2. Import billing report
- 3. Export Excel
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Open Billing overview as an administrator or manager. In your accounting software export invoice number, external invoice ID, customer reference, invoice and due dates, total and cumulative amount received. Download the CRM billing template and map the customer to an existing company ID. Upload at most 100 rows / 2 MB; review validation and duplicates before confirming. Reimporting an existing invoice requires reviewed update mode and its current expectedVersion. Refresh and check total, received, outstanding and overdue values; cancelled invoices are excluded from active totals. This is a manual snapshot import. Automatic API synchronization is not connected yet and requires the billing provider and authorized access.
हिन्दी में समझें
Admin या manager Billing overview खोलें। अपने billing software से invoice और cumulative received amount की report लें। CRM template में existing company ID से customer मिलाएँ। Preview में गलतियाँ और duplicate जाँचकर confirm करें। पुराना invoice बदलने के लिए reviewed update और current expectedVersion चाहिए। यह manual import है; automatic sync अभी नहीं जुड़ा है।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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