Billing Summaries outline the transaction details, including itemized costs, total amount due, and payment terms that will be included on an upcoming invoice.
Not all agencies use Billing Summaries. If your agency uses Billing Summaries, you will receive them via an email notification. To view the Billing Summary, click the “Review Billing Summary” button in your email notification.
See below for a detailed description Cartwheel's Billing Summary page in elements.
- Action Header
In the top-right, you will find all your available actions. Click “Download” to download a PDF version of the Billing Summary. You can also approve or reject the billing summary by clicking “Approve” or “Reject.” For more information on approvals and rejections, see the How do I approve or reject a billing summary? FAQ.
- Billing Organization’s Information
The name or logo of the agency that sent you the Billing Summary will display next to your company name. - Period End Date
The “Period Date” represents the last date of the billing period that is included in the Billing Summary. - Total Billed
Total billed displays the total amount of the billing summary included in the upcoming invoice.
- Cost Breakdown
The cost breakdown represents the details of the work included in the billing period that will appear on the upcoming invoice. The column and information displayed in this section may vary.
- Second Total Billed
In addition to being displayed at the top, the total amount of the billing summary that will be included in the upcoming invoice will also be displayed beneath the cost breakdown.
- Terms and Conditions
Click on the “Terms and Conditions” link at the bottom of the invoice to view your terms and conditions.