---
title: "Billing Summary"
slug: "billing-summary"
updated: 2026-07-14T15:13:37Z
published: 2026-07-14T15:13:37Z
canonical: "help.idibilling.com/billing-summary"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing Summary

The Billing InfoPanel provides a quick run-down of billing information.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88634.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)

From here you can:

- view balance information ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77705.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79010.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
- view the last invoice in Adobe Acrobat Reader/PDF ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77706.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
- Go to the Invoice page

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/86823.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
- Go to details for the last payment

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79013.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
- Go to the

**Usage page**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79014.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
- Toggle the paperless billing setting for the account to opt in or out

**(More)**

The charge or discount status (applicable or not) is based how the incentive options are configured for the environment and the status of the Paperless Bill setting on the account.

  - First, if the account type is selected to be omitted, all other incentive criteria for the environment and the Paperless Bill setting on the account are ignored. Neither a charge nor a discount will apply.
  - If the account type is not omitted, whether a charge or discount applies is determined by evaluating the other incentive criteria for the environment and Paperless Bill setting on the account as indicated below:

| Incentive and Paperless Bill Settings | Charge or Discount Status |
| --- | --- |
| - Incentive option = Charge - Paperless Bill for account = Off (opt out) | Charge is applicable |
| - Incentive option = Charge - Paperless Bill for account = On (opt in) | Charge is not applicable |
| - Incentive option = Discount - Require Autopay not checked OR Require Autopay checked and account set up for Autopay - Paperless Bill for account = On (opt in) | Discount is applicable |
| - Incentive option = Discount - Require Autopay checked and account not set up for Autopay - Paperless Bill for account = On (opt in) | Discount is not applicable |
| - Incentive option = Discount - Paperless Bill for account = Off (opt out) - (Require Autopay setting not used in this case) | Discount is not applicable |

The information icon lets you see the reason for applying or not applying a discount or charge. Examples:

  - In this example, the environment is set to apply a charge and the account has opted out of paperless billing:

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88644.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)
  - In this example, the environment is set up to apply a discount and the account has opted in; however, the environment is also set up to require Autopay but the account is not on Autopay.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88645.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A38Z&se=2026-11-14T11%3A41%3A38Z&sr=c&sp=r&sig=8AE1eq%2F3cNStrmfyS8KGQ04OYkTOccZ3gBfa%2BIqxDA0%3D)