Each list in ProAbono provides access to essential data for managing your SaaS business.
Overview of the list
The Invoice and Credit Note Lines list gathers information related to the detailed elements of issued invoices and credit notes. It allows you to review and analyze critical data to monitor billing, identify issues, or gain a deeper understanding of the billed items.
You can access this list from the left-hand navigation menu in the back office, under the section Invoices & Payments > All lists & exports.
Available filters
To facilitate data search and analysis, the list offers several filters. Here are the main available filters:
- By date: Filter by issue date or payment date, with customizable ranges (day, week, month, rolling month, 30 rolling days, year).
- By customer country: Limit results to a specific geographic area.
- By segment: Filter based on defined customer segments.
- By currency: EUR, USD, or any other currency used.
- By offer: Refine by subscribed offer.
- By feature: Filter by specific features of the offers.
- By invoice type: Distinguish between invoices and credit notes.
- By invoice status: Display lines based on the status of invoices (paid, disputed, overdue, refunded, etc.) and credit notes.
- By line type:
- Fixed subscription fee
- Setup fee
- Termination fee
- Discount on a feature
- etc.
- By lines with or without tax: Display only lines with or without taxes.
These filters help refine results and focus only on relevant information.
Available actions
Each list includes an “Actions” button to perform operations on the displayed data.
Data export
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).
- Export via ProAbono API: Retrieve data through the API to integrate it into your automated workflows.
Examples and use cases
Here are some examples of using the Invoice and Credit Note Lines list:
- Billing monitoring: Filter by issue date to analyze billed lines over a given period.
- Accounting control: Export detailed invoice lines to share with your accountant, facilitating data entry and reconciliation.
- Offer analysis: Filter by line type or offer to evaluate subscription performance and identify applied discounts.
- Tax management: Isolate lines with or without tax to ensure fiscal compliance.
These examples illustrate the possibilities provided by the list to enhance the management of your SaaS business.