Dashboard projected transactions
Display upcoming billing events
BillPro displays the projected transactions for recurring payments on the projected transactions chart and sheets.
To display the chart with a breakdown by Daily, Weekly, and Monthly, select the tabs in the Projected Transactions panel.
For these options, BillPro displays the following periods.
- Daily: next 2 weeks
- Weekly: next 12 weeks
- Monthly: next 12 months
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Daily projected transactions on the dashboard
To display figures on the chart, mouse over the points.
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Display figures on the chart by mousing over a point
The default view displays totals for projected payments broken down by the following order types.
Indicator | Payment type | Description |
---|---|---|
Green | Active orders | Includes payments with scheduled billing events for active orders |
Red | Failed orders | Includes payments with scheduled billing events for failed orders |
Black | All orders | The sum of projected payments for active and failed orders. |
For each of the above totals, you can open a breakdown panel with the following categories:
- 1 Month
- 28 Days
- 14 Days
- 1 Week
- Custom
The following screenshot displays the breakdown of projected transactions for Active
and Failed
orders.
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Display weekly projected transactions and totals
Transaction Reports and Views
You can download the full data in the Projected payments report.
Updated 8 months ago