Conga Billing offers a variety of reports that provide insights on billing, invoicing and payments. These reports can be utilized for taking key business decisions and tracking day-to-day transactions.
To run a report, go to Reports tab, access Billing Reports folder and click the report name. Reports run automatically when you click them. However, to refresh a report you are already viewing, click Run Report to run it immediately.
Here is a list of reports that you can view,
- A/R aging report
- DSO (Day Sales Outstanding) reports
- Daily Sale Outstanding - Yearly
- Daily Sale Outstanding - Quarterly
- Daily Sale Outstanding - Monthly
- Standard Reports
Total Activated vs. Unactivated Assets
Total Invoiced By Account Location
Total Invoiced By Charge Type
Total Invoiced By Country
Total Invoiced By Price Type
Total Invoiced By Product
Total Paid vs. Unpaid Invoices
Total Pending Bill By Account Location
Total Pending Billing By Account
Total Pending Billing By Charge Type
Total Pending Billing By Country
Total Pending Billing By Price Type
Total Pending Billing By Product
Total Related A/R Transactions By Account
Total Tax by Account
Total Tax By Country and State
A/R Aging Report
A/R (Accounts receivable) aging report is the primary tool to identify the invoices overdue for payment. With this report, you can see if each invoice was paid; if unpaid how far overdue it is. This report takes the value of number of days the invoice is overdue from a field 'Days Outstanding' on Invoice.
Note
Please run Billing Summary Batch job before accessing A/R aging report. Running this batch job will include all recent data in your report.
DSO Report
DSO report is a measure of the average number of days that a company takes to collect revenue after a sale has been made.
Note
Please run Billing Metrics Batch job before accessing the DSO report. Running this batch job will include all recent data in your report.
Standard Reports
Standard reports offer visual insights into some frequently asked questions like,
- What is the Total Invoiced amount based on Account, Product and Country?
- What is the ratio of active versus inactive orders?
- How many accounts have pending invoices?
and so on. These reports help you analyze the invoicing trends across accounts, location and daily activities.
Note
Please run Billing Summary Batch job before accessing any of the standard reports. Running this batch job will include all recent data in your report.
Following screenshots showcase two reports: Total invoiced by Price Type and Account.
