The Invoice card on the details page of a location group shows an overview of periods that have not yet been (fully) invoiced for contracts linked to that location group. This card helps you quickly see which invoices still need to be created, which are overdue, and where input is missing.
You can find this map via:
Location groups → select a location group → Billing tab → Unbilled overview card
Overview – What does this section show?
The map shows a table of billing completeness records.
Each row represents one billing period for a contract that has not yet been fully settled.
By default, the list focuses on:
open items
periods ending before or at the end of the current month
all types of invoices
Layout
Contract number
Contract number
Clickable and opens the contract details page
Status
Shows the current status of the billing for that period, with color indication:
Red
Missing input or manually correctedGreen
Closed, invoice createdYellow
Previous period not closed or closed manuallyBlue
In progress, for example collecting data or calculating
Customer
Customer account number and name
Clickable to the customer detail page
Invoice type
Final
Advance
Intermediate
Period
Start and end date of the billing period
Displayed as date range
Invoice due date
Shows the number of days the invoice is overdue
Displayed in red if the invoice is overdue
Advances
Visual timeline showing advance payment periods:
Green: Advance invoice created
Yellow: Advance payment is missing and overdue
Blue/Gray: future period
Situation | Explanation |
No records visible | There are no open billing periods |
Everything seems closed | Check filters or show overdue items |
Status remains red | Required input is missing, such as measurement data |
Advance bar shows yellow | Advance invoice has not yet been created |
Why don't I see any records?
There are no open billing periods, or filters that exclude everything.
Why is a status red?
Usually, measurement data is missing or an invoice has been manually corrected.
What do the colors in advances mean?
Green means created, yellow means overdue, blue/gray means future.
How do I create invoices from this card?
Select records, choose an action such as Trigger Billing and confirm.
Why is the expiration date in red?
The billing period has ended and the invoice has not yet been created.
Can I export the data?
Yes, the export action will create an Excel file with the current selection.
Billing completeness
Registration that keeps track of whether a billing period has been fully invoiced.Advance invoice
Invoice based on estimated consumption before the final settlement.Invoice type
Final, Advance or Intermediate invoice.Billing period
Time period for which an invoice is created.Invoice checkpoint
Time at which an invoice is expected according to configuration.Status
Current state of the billing process for a period.Location group
Grouping of service locations for billing and management.