BI Builder - Invoice Report

This Invoice Management Dashboard offers Bitrix24 users a powerful solution to monitor and manage invoices effectively. Designed to simplify financial workflows, this dashboard provides an at-a-glance view of the invoicing process, helping businesses stay on top of cash flow, outstanding payments, and customer debt.

Tasks Solved:

• Invoice Tracking: Quickly view draft invoices, awaiting payment invoices, and overdue invoices in a consolidated dashboard.
  
• Customer Debt Management: Identify customers with the highest outstanding balances and overdue payments.
  
• Revenue Monitoring: Track incoming revenue by month, making it easier to analyze financial performance.
  
• Payment Follow-up: Stay proactive by identifying overdue invoices and customers who need reminders or follow-up actions.
  

• Data Visualization: Graphs and tables to show invoice statuses (Draft, Awaiting Payment, Overdue) and monthly income summaries.
  
• Customer Owing Information: A dedicated section for customers owing the most, highlighting outstanding balances and overdue amounts for better collection prioritization.
  
• User-Friendly Interface: Intuitive design allowing both finance teams and business owners to access the data they need without complex navigation.
  

• Bitrix24 Plan: This solution is compatible with the Bitrix24 Standard and Professional Plans. Some features, such as data visualizations and CRM integrations, may not be fully supported in the free plan.
  
• CRM Integration: The dashboard requires CRM functionality to pull and track invoices. Ensure the CRM module is enabled in your Bitrix24 account.
  
• User Permissions: Users need to have the appropriate CRM and invoicing access rights to view and manage invoices. Admin or finance roles are recommended for full access.
  

HOW TO INSTALL