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Billing Tracker

Where Sidebar › Firm Intelligence › Billing Tracker

Your own fees, per client and per period. Nothing else in Quillix records what you charge, and every figure on the Firm Health Report and Industry Benchmarks is computed from what you enter here.

Where this data lives
Billing records are held in the browser you enter them in. They are not part of your clients' books and they do not travel with your login. Sign in from a different computer, a different browser, or after clearing site data and you will find an empty tracker — the entries have not moved, they simply do not follow you. Anything you must not lose belongs in your accounting system as well.
SCREENSHOT · a client row with its billed, collected and outstanding totals, a Market Range verdict, and logged-fee chips beneath it

Log a fee

Records what you billed a client for a period and how much of it you have been paid. Both halves matter — the collected figure is what drives most of the health score.

  1. Click Log Billing at the top, or + Add Entry on a specific client's row to start with that client selected.
  2. Choose the client and the period — quarters or Annual, within the selected financial year.
  3. Pick the Service Type: Full Service, GST Filing, Accounting, IT Return, Audit, Advisory or Other.
  4. Enter Fee Billed. Enter Fee Collected too, or leave it at zero if you have not been paid yet.
  5. Add a note if it needs context, then Save.
Come back for the second half
Fill in Fee Collected when payment arrives. A billed-but-uncollected fee counts as nothing towards Billing Coverage on the health report — so a tracker full of billed-only entries scores as though you had logged nothing.

Correct or remove an entry

Every logged entry appears as a chip on its client's row, showing the period, service type, and the billed and collected amounts.

  1. Click the pencil on a chip to edit it and change any field.
  2. Click the cross to delete it. Quillix asks you to confirm, and the deletion cannot be undone.

What each client row tells you

For the selected year: total billed, total collected, what is still outstanding, and how your fee compares to the market range for that client's business type.

  1. Outstanding is billed minus collected — chase anything sitting in amber.
  2. Market Range reads Not Logged when there is nothing recorded, Underbilled below the range, Market Rate inside it, or Premium above it.
  3. Switch the FY dropdown at the top to look at a different year.
Note
Market Rate is judged against the built-in benchmark for that client's business type. Clients whose business type has no specific benchmark are compared against a general trade range — see Industry Benchmarks for which types those are.

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