Billing To-Do List through widget
The Billing To-Do List through widget provides a consolidated view of all upcoming billing tasks related to engagements. It helps users manage pending invoices and take timely action such as review, editing, or deletion.
Purpose of the widget :
Track and act upon upcoming billing items for each engagement
Quickly identify which items are pending for review or approval
Provide action buttons to either Review or Delete the billing entry
Using the widget :
Helps users instantly track upcoming billing actions
Serves as a reminder to bill before due dates
Clicking on a widget engagement will open the same review screen as the "Review" button in the main Billing To-Do list
To view the Billing To-Do widget, Login to BizOps > Dashboard > Billing To-Do Widget > Click on Enlarge.
As soon as you open the Billing To-Do page, you will see a list of pending billing items. At the top of the page, there's a header titled "Billing To-Do List for the Next ___ Days." You can enter a number of days (e.g., 15) to view bills that are due within that period. After entering the number, click the "Re-load" button to filter and refresh the list accordingly.
The billing schedules list contains the columns and the column details are explained below:
| Column Name | Description |
|---|---|
| Status | Indicates the billing state – e.g., TO-DO, Draft. |
| Engagement ID | Unique identifier for the engagement (e.g., ENG/36) |
| Owner | The user or team responsible for billing (e.g., DRj - BLR) |
| Customer | Customer to whom the billing is associated |
| Currency | Currency used for the transaction (INR, GBP, etc.) |
| Value | The total value of the billable item (may show unit value or total) |
| # of Items | Number of billable service items under the engagement (e.g., 2 NOS) |
| Date | Billing due date |
| Progress Indicator (e.g., 0/3) | Shows how many items have been billed vs. how many remain |
| Review Button | Opens the billing screen to view/edit billing line items for that engagement |
| Delete Button | Allows you to remove a billing task from the To-Do list. When clicked, a confirmation popup appears. In this popup, you can choose to delete either the entire billing or specific billing items. Once selected, confirm the deletion to proceed. |