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Understanding the Billing Dashboard

The Subscriptions & billing page gives a complete view of your firm's subscription health — seats purchased vs. used, client payment statuses, and subscription…

The Subscriptions & billing page gives a complete view of your firm's subscription health — seats purchased vs. used, client payment statuses, and subscription alerts.

Subscriptions & billing overview dashboard

Subscriptions & billing overview dashboard

What You Can Do

  1. Navigate to Subscriptions & billing in the sidebar.
  2. The 'Bookkeeping seats' card shows Purchased, In use, and Available counts.
  3. The 'Add seats' widget lets you adjust your seat count.
  4. Client subscription stats (Active, Trialing, Past Due, Inactive/Other, Pending Activation) are shown as metric cards.
  5. Below the metrics, 'Pending activation' lists clients who have signed up but not yet paid.
  6. Subscription Alerts (below the fold) flag any billing issues requiring your attention.

💡 Good to Know: Regularly reviewing the billing dashboard helps you catch payment failures before they impact client access.

💡 Good to Know: The Trialing count helps you gauge upcoming conversion opportunities.

Related Articles

→ How to Purchase Bookkeeping Seats

→ How to Handle a Past-Due Client

→ Understanding Subscription Alerts

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