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For the complete documentation index, see llms.txt. This page is also available as Markdown.

📊Client Billing Overview

Use the overview to monitor client invoices, activate properties, and open each property's billing workspace.

🧭 Open the overview

In the dashboard, go to Properties → Client Billing.

By default, the overview uses the last 12 complete calendar months. The current partial month is not included in that default range.

🔍 Filter the data

Use the filters at the top of the page:

  • Filter Billing Period — choose an inclusive start and end date

  • Filter Object — show one or more properties

  • Filter Client — show properties and invoices for selected financial clients

The KPIs, charts, property table, and materials list refresh automatically when you change a filter.

The end date cannot be earlier than the start date. Clear or correct the dates if the overview shows a date-range error.

💶 Understand the KPIs

KPI
What it shows

Cohost Income

Gross total of client invoices in the selected period

Actively Invoiced Properties

Number of properties with invoices in the selected period

Cohosting Clients

Number of distinct invoice recipients in the selected period

Average Monthly Income per Property

Gross income divided across invoiced properties and months

Each card compares the selected period with the previous period of the same length. Its small line shows the last 12 complete months.

➕ Add properties to Client Billing

You need Manage client billing permission.

  1. Click Add Properties in Property Client Billing.

  2. Search for and select one or more properties.

  3. Click Add selected.

  4. Wait for the overview to refresh.

  5. Click a newly added property row to configure its Billing Model.

Only active properties linked to your financial clients and available to your login can be selected.

🏠 Use the property table

The Property Client Billing table shows:

Column
Meaning

Property

Property name and address

Client

Assigned invoice recipient

Last Invoice

Most recent invoice number in the selected period

Last Invoice Date

Date of the most recent invoice document

12 Month Trend

Monthly gross totals for that property

Use the search control to find a property. Click a row to open its details. If an invoice has a magnifying-glass icon, use it to preview the first page of the current PDF.

📈 Read the charts and materials

  • Monthly Cohost Income compares gross income and invoice count by month.

  • Properties in Client Billing compares active and inactive properties.

  • Cohost Income by Client can show the top, bottom, or all clients.

  • Materials lists recent net material expenses in the selected period and shows their total.

The materials card shows up to 12 recent entries. Open the property draft to review the material lines included in a specific invoice.

➖ Remove a property

  1. Open the property from the overview.

  2. Select Remove property in the Client Billing sidebar or mobile section menu.

  3. Confirm Remove from Client Billing.

Future monthly invoices stop for that property. Existing drafts, invoices, and history are retained, and you can add the property again later.

➡️ Next steps

PreviousClient Billing
NextBilling Models