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Understanding the Billing Summary Card

How the Paid, Open, and Overdue rollup on the revamped Billing tab is calculated.

Written by Amogh Balikai

The Billing tab now opens with a summary bar showing three numbers: Paid, Open, and Past due, so you get billing health at a glance instead of scrolling every tranche card.

How the buckets work

  • Paid — tranches marked paid in full.

  • Open — includes both tranches still in Draft and tranches invoiced but not yet paid and not past due.

  • Past due — invoiced tranches past their due date with no payment recorded.

Things to know

  • This is especially useful on large searches with many tranches, where scrolling every card to gauge status used to cost real time.

  • The card reflects live data, it recalculates as tranche statuses change.

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