Open Invoicing
From the left-hand menu, go to Finance & Admin.
Select Invoicing.
This opens the Invoicing Overview page.
Review the Invoicing Tabs
Across the top of the Invoicing page, you will see tabs for different invoicing areas.
Available tabs may include:
Overview
Clients
Plans
Interactions
Calendar
Shift Billables
Billing
Staff KPIs
Use these tabs to move between invoicing records, billing workflows, claim activity, and performance views.
Check the At a Glance Cards
The At a glance section gives you a quick summary of key invoicing metrics.
These cards may include:
This Month
Outstanding
Pending Claims
Active Interactions
Total Clients
Success Rate
These cards help you quickly understand current billing activity and payment progress.
Review the Performance Funnel
The Pipeline performance card shows claim movement across the billing lifecycle.
Use this section to understand whether claims are moving through the process or if there are no submitted claims yet.
If there are no submitted claims, lifecycle rates will appear once claims start moving through the pipeline.
Read the Headline Insight
The Headline insight card summarises the most important invoicing message on the page in plain English.
This is useful for quickly understanding what action may be needed next.
For example, it may suggest creating the next claim, adding a plan, or logging interactions to start seeing revenue and claim activity.
Review Revenue and Claim Status
The Revenue trend card shows paid claim revenue over time.
The Claim status breakdown shows claims by current status, such as:
Pending
Submitted
Partially Paid
Approved
Paid
Use these sections to monitor revenue movement and understand where claims are sitting in the process.
Check Top Participants and Recent Claims
The Top participants card shows clients with the highest billed activity.
The Recent claims card shows the latest claims and their status.
If there are no billing records or claims yet, these sections will show an empty state.
Use Quick Actions
The Quick actions section helps you jump straight into common invoicing tasks.
Available quick actions may include:
New interaction
New plan
New claim
New client
Key binds
Select the action you need to start the related workflow.
Review Recent Activity
The Recent activity section shows invoicing events across your team.
This may include updates such as uploaded catalogue items, created claims, or other billing-related actions.
Use this section to check recent team activity without opening each record manually.
Important Notes
The Overview page is a dashboard. It helps you monitor invoicing activity, but most detailed work happens in the tabs.
Some cards may show empty states if no clients, plans, interactions, or claims have been created yet.
Claim data only appears once billing activity has started.
Recent activity can help you track changes made by your team.
For claims to appear correctly, the related participants, plans, and interactions must be set up first.
Interactions must be marked as billable before they can be included in a claim.
Troubleshooting
I cannot see Invoicing
Check that you have access to Finance & Admin and permission to view Invoicing.
The Overview page is empty
This usually means there are no plans, interactions, claims, or billing records yet. Create or import the required records first.
No billable interactions appear when creating a claim
Check that the participant has interactions marked as billable and that they have not already been claimed.
The Create claim button is not ready
Make sure a participant has been selected and that there are valid billable interactions to include.
The data looks outdated
Refresh the page and check the relevant tabs, such as Clients, Plans, Interactions, and Billing.