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Billing Overview

Billing

In the Insite Financials module, the Billing feature provides a view of Billing statistics for business analysis and financial transparency.

The Billing Overview page is comprised of –

      • Monthly Trend & Program Trend
      • Billing by Program
      • Billing by Paid/Unpaid
      • Billing by Site
      • Billing by Site Monthly

Accessing the Billing Page

1. From any Insite page, click the Financials module in the Main Navigation bar.
2. Select the Billing feature from the sub-menu. The Billing Overview page will open enabling you to view Billing information.

      • Select the Details tab underneath the page header to open the Invoice page and access the Line Items Information displayed depends on the applied Site Picker and Date Picker selections.

3. Click the  icon on the Billing Overview page to view information About this Feature.
4. If necessary, click the Site Picker at the top of the page to edit the Client, Site, and/or Program.

Note: Some Billing charts and graphs display according to specific Site Picker selection. This will be noted so in respective sections of this Overview.

5. Click the blue Date Picker and select a date range for your view of the Billing Overview page and Line Items table.

      • Click to select date ranges of 1 Month, 3 Months, 6 Months, 1 Year, or apply a specific date range by selecting dates on the calendars.

Note: The Date Picker shows data for full months, regardless of the dates entered. The Date Picker filters by service month not by Invoice Date.

 

 

Monthly Trend/Program Trend

Monthly Trend shows data for Base and Above Base billing as a bar graph – including all Finalized billing without tax – by month for the selected service months. Hover over a bar to view the exact dollar amount.

      • Click Above Base or Base in the legend to populate the Program Trend bar graph to the right. Hover over a bar to view the exact dollar amount.
      • Select a Program from the Program Trend legend to be taken to its Line Item table in order to view Invoice information. (See Line Items Table section for further information).

 


Figure 1. Monthly Trend

 


Figure 2. Monthly Trend: Program Trend

 

 

Billing by Program

Note: Billing by Program only displays with the following Site Picker selections –

      • All Sites and All Programs
      • Specific Site and Specific Program
      • Specific Site and All Programs
      • Not Displayed: All Sites and Specific Program

Billing by Program shows a breakdown of overall Billing totals in a donut chart– including all Finalized billing with tax – for the selected service months. Hover over a segment of the chart to view the percentage for a Program.

      • Select a Program from the chart or legend to be taken to its Line Items table in order to view Invoice information. (See Line Items Table section for further information).

 


Figure 3. Billing by Program

 

Billing by Site

Note: Billing by Site displays only when All Sites is selected from the Site Picker.

Billing by Site shows the overall Billing totals – including all Finalized billing with tax – for the selected service months by Site as a bar graph. Hover over each bar to show the exact dollar amount.

 


Figure 4. Billing by Site

 

Billing by Paid/Unpaid

Note: Billing by Paid/Unpaid only displays in the following Site Picker selections –

      • All Sites and Specific Programs
      • Specific Site and All Program
      • Specific Site and Specific Programs
      • Not Displayed: All Sites and All Program

Billing by Paid/Unpaid shows the overall Billing totals – including all Finalized billing with tax – for the selected service months by Site and/or Program as a donut chart. Hover over a segment of the chart to view the percentage for Paid or Unpaid.

      • Click Paid or Unpaid on the chart or legend to populate the Invoice bar graph to the right. Hover over a bar to view the exact dollar amount.
      • From the Invoice bar graph, click a bar or select an icon from the legend to open the Line Items (See Line Items Table section for further information).

 


Figure 5. Billing by Paid/Unpaid

 


Figure 6. Billing by Paid/Unpaid: Paid Invoices

 

Billing by Site Monthly

Billing by Site Monthly shows the overall Billing totals – including all Finalized billing with tax – by month for the selected service months in a table.

 


Figure 7. Billing by Site Monthly

 

Line Items Table

The Line Items table can display All Programs, a specific Program, Paid Invoices, or Unpaid Invoices depending on the selection process.

 


Figure 8. Invoice Page: Line Items table

 

There are two (2) ways to select information and access the Line Items table –

1. From the Billing Overview page –

a. Select the Details tab underneath the page header. The Invoice page will open displaying the Line Items table.

The information displayed depends on the applied Site Picker and Date Picker selections.

b. Scroll through the Line Items table to find the Invoice you wish to view, or use the Search browser at the top right to search by Invoice Number, Invoice Date, or Description.
c. Select the row of the Line Item you wish to view. The Line Item’s Invoice details will display.

Note: The Line Items Invoice details pop-up is not available for the Billing by Paid/Unpaid feature.

The Invoice details provides the following information

        • Invoice Number
        • Billed To Customer – Client & Address
        • Bill Summary – Invoice Date, Payment Terms, Month of Service, & Your PO
        • Invoice Total – Total Billed, Tax, Invoice Total, Paid, & Balance Due
        • Description – Description Title, Program, Quantity, Rate, & Taxable and Currency
        • Amount
        • Paid status

 


Figure 9. Line Items table: Invoice Details

 

2. From the Billing Overview page –

a. Select which graph, chart, or Program Invoice information you wish to view.
b. Click the bar, line, or legend icon to open the Invoice page and access the Line Items table for that specific graph, chart, and/or Program.

From the Invoice page, you can change the information displayed in the Line Items table based on the Site Picker and Date Picker selections.

c. Follow steps b and c in the previous section.

Note:  The Billing by Site bar graph does not have this clickable feature.                           

 

Exporting the Line Items Table

Insite enables you to export the Line Items table as an Excel Spreadsheet.

How to export the Line Items table

1. From the Billing Overview page, select the Details tab underneath the header to open the Invoice page.
2. Use the Site Picker and Date Picker to filter the information displayed in the Line Items table by Client, Site, Program, and/or date.
3. Use the Search browser to filter the information displayed in the Line Items table by Invoice Number, Invoice Date, or Description.
4. Select EXPORT at the top right.
5. Select a destination folder for the table, change the name of the file (if you wish), and then click Save.

The table will be saved as an Excel spreadsheet.