💰 Wallets and Billing

Overview

The Wallets and Billing page lists all transactions made by each service and can be viewed by selecting the Wallets and Billing navigation item from the main navigation menu.

Wallets and billing are updated in real-time

Filters

Filter Effect
From Date The end date of the statement
To Date The End date of the statement
Group Interval Transactions group interval Example: 7/ 30/ 60 days
Show Deleted Projects/Services Shows/ Hides deleted projects and services
Show all related Transaction Show all the related transactions to a project

Transactions

Each service will accumulate transactions as it processes documents

Each service will be monitored and charged accordingly

  • Opening Balance: Indicates the balance the project opened within the "From date" filter.
  • Closing Balance: Indicates the final balance of a project from the "To date" filter.
  • Projects In: Indicates how many credits were transferred into the project.
  • Projects Out: Indicates how many credits were transferred out of the project.
  • Credits Used: Indicates the amount of credits the service consumed.
  • Services: All the services within the project that have a charge associated with them.

To drill down, select the service to see an Itemised Bill

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