StarAgent allows you to keep an updated list of all your bills with the 'Billings' tab. Once you click on this tab in the sidebar, you will be taken to a page where you will have a 'Search' panel and the 'Billing' details.

✍️ NB: Workspace owners/admins can restrict the permissions to access the 'Billings' tab. If you’re unable to find the tab in the menu bar, ask for help from your owner or admin.

Features Of Billing Cards

1. Search Panel

From the drop-down menu under 'Search', select the client name and/or project name you wish to view the billing details for.

Once you have made your selections, the page will refresh and show all the billing details related to the selected client and/or project.

2. Billing

This panel consists of the 'Show Entries' field, Search Bar and the list of all the bills issued. If you scroll to the bottom of the page, you will be able to view all the billings made in a list view.

The list displays information, covering Client Name, Project Name, Invoice Number, Invoice Due Date, Total Amount, Payment Status, Edit, and View. Click on the 'Eye' icon to view invoice details and the 'Edit' icon to edit the Billing details.

3. Search Bar

Here you are able to search for bills manually with the following parameters:

  • Client Name
  • Project Name
  • Invoice Number
  • Invoice Due Date
  • Total Amount
  • Payment Status

4. Show Entries

This will let you select the number of entries you want to get displayed at a time in the ‘Billing’ panel.