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Documentation Index

Fetch the complete documentation index at: https://docs.1club.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Billing dashboard is the financial snapshot of your organization. It shows what you billed, what you collected, and what’s still outstanding, broken down by what the revenue came from (bookings, memberships, or other). For day-to-day invoice and payment work, use Billing > Invoices or Billing > Payments. This dashboard is for the higher-level “how are we doing this month?” view.

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What you see

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Filters

  • Date range - Defaults to the last 30 days. Required - the dashboard doesn’t load until both start and end dates are set.
  • Club - Scope the numbers to a single gym, or leave empty for the whole organization.

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KPI cards

Three cards across the top:
  • Total revenue - Sum of all invoices issued in the date range (gross, before payment).
  • Total payments - Sum of all payments received in the date range. Compare with total revenue to see your collection rate.
  • Average transaction value - Mean amount per transaction across the period.
A stacked bar chart of revenue versus paid amounts, split into three sources:
  • Bookings (blue) - Class bookings, area bookings, drop-ins.
  • Memberships (green) - Plan subscriptions and one-off membership purchases.
  • Other (yellow) - Everything that isn’t a booking or membership (POS, retail, manual invoices, etc.).
Within each source, the paid portion is rendered solid and the unpaid portion is rendered semi-transparent on top, so a tall semi-transparent bar means you billed but didn’t collect. The time bucket adapts to your date range: daily for short ranges, weekly for medium ranges, monthly for long ones. The grouping is computed client-side via the shared time-series helper.

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What “revenue” means here

  • A line item appears in revenue when its invoice is issued, regardless of payment status.
  • A line item appears in paid when a payment has been applied to it.
  • The difference is your outstanding balance for that period.
If a booking was made in January but paid in March, it counts toward January’s revenue (it’s invoice-date based) and March’s payments (it’s payment-date based). For most dashboards this is what you want; if you need strict cash accounting, use the Payments report instead.

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Detail reports

The Billing analytics category has five pages:
  • Dashboard (this page).
  • Revenue report - Per-line-item revenue breakdown with filters for source and category.
  • Transactions report - Every transaction (charge, refund, adjustment) with status and gateway info.
  • Payments report - Payments grouped by method, with success rates and gateway fees.
  • Invoices dashboard - Invoice-level view: issued, paid, overdue, with collection timing.

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Common questions

Why is total payments lower than total revenue? Either you have outstanding invoices in the period, or some invoices were issued in this period but paid before it. Look at the unpaid (translucent) portions of the bars to see where the gap is. Why is a number zero when I know we transacted? Check the date range first - it defaults to 30 days, so anything before then is excluded. Then check the club filter. Does this include refunds? Refunds are netted into the payment totals but not into the revenue total. So a 100invoicefollowedbya100 invoice followed by a 50 refund counts as 100revenueand100 revenue and 50 net payment.

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Who can see this

Billing analytics is part of the analytics module, not the billing module. The Manager role has analytics manage at club scope; Admin sees everything. Front desk and Instructor have only own-scope analytics so they don’t see the billing dashboard. See Roles and permissions.