Billing Summary Details Page

Billing Summaries in Cartwheel are documents issued by your staffing agency summarizing the upcoming charges for goods or services provided. It outlines the transaction details, including itemized costs, total amount due, and payment terms that will be included on the upcoming invoice.

To view the billing summary details page, navigate to the list of billing summaries and click on a billing summary in the list.  See below for a detailed description of each element of the billing summary detail page.

1. The Status & Action Header

The status and action header will be present on the top of every billing summary. In the top-right you will find the last updated timestamp and all of your available actions. The last updated timestamp represents the last time the data from your end systems were synced with Cartwheel. To manually update the data from your end system click the “Regenerate” button; this will trigger the system to resync with the data from your end systems.

Click “Download” to download a PDF version of the invoice.

The approve and reject buttons allow you or your clients to mark billing summaries as rejected or approved. For more information, view the Approval Process Article.

Lastly, clicking the send button will open the “Send Billing Summary” popup with default recipients automatically populated. From here you can add or remove email addresses and send the billing summary to the indicated recipients.

2. Billing Organization’s Information 

The name or logo of your billing organization, or agency, will display alongside the client name.

3. Period End Date

The period end date represents the last day of the billing period represented in the billing summary.

4. Primary Total Billed 

The total billed displays the total amount of the billing summary that will appear on the upcoming invoice. 

5. Attachments

If there are attachments to your billing summary, they will display in the attachments section. To view attachments, click on the “Attachments” label, and the section will open. If there are attachments present, they will be listed by name. You can click on the name of an attachment to view it in a new tab. For more information on attachments, view the Adding, Removing and Viewing Attachments Article.

6. Cost Breakdown

The cost breakdown represents the details of the work you will be charging on the upcoming invoice. The column and information displayed in this section may vary.

7. View Rate Card Link

Clicking on the “View Rate Card” link will open a popup with details of your organizations billing rates.

8. Edit Button

Clicking the edit button will open the “Edit Cost Breakdown” page where you can modify the contents of the cost breakdown. For more information, view the Editing the Cost Breakdown Article.

9. Secondary Total Billed
In addition to being displayed at the top, the total amount of the billing summary that will appear on the upcoming invoice will also be displayed beneath the cost breakdown.

10. History
The history section provides a record of which users have viewed the billing summary and when.

12. Terms and Conditions
Click on the “Terms and Conditions” link at the bottom of the invoice to view your terms and conditions.