Copayers Dashboard viewer is available under Billing


Copayers


This viewer displays an overview on the company's copayers


Overview panel

The current billing debit, credit and balance and the monthly values


Income

The balance by copayer in the selected date range

1. You can jump to a copayer by clicking the name link


Invoices

A list of invoices that include copayed value in the selected date range. 

1. You can jump to a copayer by clicking the name link

2. To edit or delete an invoice, right click the invoice and select Edit or Delete


Payments

A list of invoice payments in the selected date range. 

1. You can jump to a copayer by clicking the name link

2. To edit or delete a payment, right click on it and select Edit or Delete