The Billing Dashboard organizes your billing periods into actionable tabs, making it easy to see what needs attention, what's awaiting payment, and what's been recently paid.
Billing Period Tabs
Action Needed
Billing periods that require your attention: draft pay apps, rejected applications, or periods waiting for your action.
Awaiting Payment
Submitted or approved pay apps waiting for GC payment. Shows expected payment dates based on terms.
Recently Paid
Billing periods where payment has been received in the last 30 days.
Handling Action Needed Items
Items appear in Action Needed when:
| Reason | Required Action |
|---|---|
| Draft Pay App | Complete and submit to GC |
| Rejected by GC | Review notes, make corrections, resubmit |
| Missing Lien Waiver | Generate and send waiver |
| Overdue Payment | Follow up with GC |
Don't Ignore Action Items
Addressing action items promptly improves cash flow and prevents billing backlogs.
Tracking Awaiting Payment
For each billing period awaiting payment, you'll see:
Payment Details
- • Invoice amount
- • Submission date
- • Expected payment date
- • Days outstanding
Status Indicators
- • On track (within terms)
- • Due soon (within 7 days)
- • Overdue (past due date)
Recording Payment Receipt
When you receive payment:
- Find the billing period in Awaiting Payment
- Click the Record Payment button
- Enter the payment date and amount received
- Add any notes (check number, partial payment details)
- Click Save
Partial Payments
If you receive a partial payment, record the amount received. The remaining balance will continue to show in Awaiting Payment.
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