Dashboard Billing Overview

Dashboard Billing Overview

The four sections at the top of the dashboard is an overview for the given timeframe.


Warning

Please note: the default is Month-To-Date, so the first of the month the numbers will be different than the end of the month.


Overview

  1. Income - Based on payment transactions' paid on date within the selected timeframe.

  2. Unpaid - Based on invoices' due date within the selected timeframe. The overall amount of the invoice - the amount paid. Some call it the outstanding amount.

  3. Billed - Based on the invoices' due date within the selected timeframe. The overall amounts of all the invoices.


InfoUsers with the Role Type of Billing will see the Billing Overview.  To change this setting please go to dropdown under your name->Staff->Edit->Role Type.  You must be an Admin or Owner to make this change.




    • Related Articles

    • When I Click Billing it says "No Permission" or I Cannot Find Billing

      Problem When I click Billing I receive a message that says “No Permission”. Or I thought there was a Billing section within a Case. Solution If you’re experiencing these issues then you do not have the Billing for your User. You must be an Owner or ...

    • How to select User and Billing Roles

      We offer various staff roles within the system to customize access permissions. This allows you to control what information and features each team member can see and use. How to Add/Change a role Go into the Staff section Select the Staff member you ...

    • Video- Street Address Error For Billing

      If your clients are receiving an error message that states “Street Number Cannot Be Blank” when paying a bill through CampLegal, you need to make a correction in your LawPay account. CLICK HERE TO LEARN HOW Related articlesPage: CampLegal Intake Not ...

    • Add New User To My Account

      To add a new user to your account. Please email support@camplegal.com the following information. User Details: Name (first/last): Email: Title: Receive Text Notifications (yes/no): User Role: Billing Role: User Roles: Admin - Access to everything. ...

    • How to Add an Invoice to a Case

      This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal Instructions Use the ...