Each list in ProAbono provides access to essential data for managing your SaaS business.
Overview of the List
The Balance Lines list gathers information about calculated but not yet invoiced charges, i.e., financial elements recorded in the Customer Balance before their transformation into invoice lines. It allows you to view and analyze essential data to monitor what is owed by customers, identify potential issues, or gain deeper insights into your business activity.
You can access this list from the left navigation menu in the backoffice, by going to the Invoices & Payments > All lists & exports section.
Available Filters
To facilitate data search and analysis, the list offers several filters. Here are the main filters available:
- By date: creation date, payment date, or last modification date, by day, week, month, rolling month, rolling 30 days, year, custom dates.
- By customer country: refines results based on the customer’s country of origin.
- By segment: filters according to customer segments (e.g., Premium, SMB, etc.).
- By currency: displays lines according to the currency used (EUR, USD, …).
- By offer: refines lines related to a desired subscription offer.
- By feature: filters based on specific features of the offers.
- By line type:
- fixed subscription amount
- setup fees
- cancellation fees
- discount on a feature
- etc.
These filters allow you to narrow results and focus only on relevant information.
Available Actions
Each list includes an “Actions” button to perform operations on the displayed data.
Data export is available for each list. You can choose between two types of export:
- File export: export data in CSV or JSON formats for easy integration into your analysis tools (e.g., Excel, databases).
- ProAbono API export: retrieve data via the API to integrate it into your automated workflows.
Examples and Use Cases
Here are some examples of how to use the Balance Lines list:
- Anticipate the amounts that will be invoiced soon to plan cash flow and avoid surprises.
- Verify that no customers have been forgotten, for whom no invoicing has been triggered, to detect potential errors. (In ProAbono, it’s possible to disable a customer’s automatic invoicing.)
- Allow the accountant to review items that will be invoiced and decide, if needed, to anticipate invoicing for some customers to meet specific needs.
These examples illustrate the possibilities offered by the Balance Lines list to optimize financial monitoring and management of your SaaS business.