🔎 How to reconcile your invoice using the Sales & Finance Dashboard

With the launch of our Sales & Finance Dashboard, reconciling your invoice requires fewer steps. However, there are a few key changes to be aware of—especially related to timezone handling and filtering.

Follow the steps below to ensure your invoice matches your sales data precisely.

🕐 Step 1: Understand the timezone difference

The new dashboard uses your local timezone, whereas:

• Invoices and the previous dashboards used UTC.

To avoid discrepancies due to this difference:

Remove the default date filter at the top of the dashboard before proceeding. 

📊 Step 2: Use the “Sales Detailed” table

Next, navigate to the “Sales Detailed” table. This table provides line-item-level visibility into all your sales.

In this table:

🗓 Filter by "Invoicing Period"

• Scroll to the last column titled "Invoicing Period".

• Press on the drop down, and select "Filter".

• Select the relevant month (e.g., 2025-04 for April).

This ensures you’re looking at the exact sales included in your invoice.

📈 Step 3: Compare the totals

At the bottom of the table, you’ll see the total sales.

To match this to your invoice, sum the following sales types (if applicable):

• Tickets (column product type)

• Upsell (column product type)

• Date change fees (column product type)

• Reseller sales (column sales channel)

• API sales (column sales channel)

These combined values should reconcile with the total shown on your invoice.

✅ Summary

📥 Need Help?

If you have questions about specific invoice items, please contact our support team at support@convious.com.