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Billing Dashboard


Billing Dashboard

The Billing Operations page includes a dashboard that shows the total amount invoiced for a date range that you select. You can view the total amount invoiced daily, invoiced weekly, or invoiced monthly.

Billing Operations Dashboard

The default dashboard view shows you the total amount invoiced. 

Billing dashboard

In addition to the total amount invoiced, you can show the number of invoices processed, number of accounts invoiced, and bookings in MRR.

Billing dashboard options

Click the down-arrow to select a new view. You can then click the arrow next to the date range to change the dates used in the dashboard view. You can then select to view the graph by daily, weekly, or monthly totals. 

See Reporting for information on viewing additional billing data.

Searchable Fields

You can search for the following fields for billing objects within the Zuora user interface. 

Object Searchable Fields
Customer Accounts Account name, Account Number, CRM ID, Bill To and Sold To Contact Names, Work Phone Number, Work Email Address, Custom Fields, and the Last Four Digits of the Payment Method (for example, Credit Card Number)
Product Catalog

Product Name

The product catalog search supports heading string search syntax. For example, you can search for cat%, which will return all items that begin with the string cat: cat, catalog, category. 

Subscriptions Subscription Number/Code, Account Name, Custom Fields
Billing Operations (Bill Runs) Bill Run Number
Billing Operations (Invoices) Account Name, Account Number, Invoice Number, Run Number
Billing Operations (Adjustments) Adjustment Number