Get clear visibility across billing, collections, and invoicing operations. A new timeline view tracks billing schedule lifecycles and milestones, while account-level invoice aging summaries display consolidated balance metrics. Additionally, the new Split Invoices tab provides cross-account visibility and automatically synchronizes posting, voiding, or deleting actions across all linked records.
- Visualize Billing Schedule Lifecycles with Timelines
Gain instant visibility into billing schedule lifecycles with a timeline view on the Billing Schedule Group page. Track billing periods, amounts, statuses, and key milestones to help operations teams quickly identify outcomes and sales teams to demonstrate complex billing capabilities to prospects. - Prioritize Collections with Invoice Aging Summaries on Accounts
View invoice aging summaries on the Account page to prioritize collections and prepare for customer conversations. The Invoice Aging component shows total, open, and overdue invoices plus average and maximum age for each account. Sales reps can quickly identify overdue invoices before renewal calls or collection activities without clicking through multiple records to assess outstanding balances. - Review All Impacted Split Invoices Before Posting, Voiding, or Deleting
See all related split invoices before acting on an invoice created through a billing arrangement. The Split Invoices tab on the Invoice page shows all linked invoices across accounts. Actions taken on one split invoice trigger the same action on all related invoices. This visibility prevents unintended financial consequences when posting, voiding, or deleting split invoices.