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Client breakdown and invoices

Client Breakdown shows how many credits each client used, month by month, and which courses drove that. Invoices are not yet part of the platform — this article covers what is available today.

4 MIN READ UPDATED 4 AUG 2026 DASHBOARD → BILLING & USAGE → CLIENT BREAKDOWN

Open Client Breakdown

This page splits the same credit consumption you see on Overview across the clients on your account, one month at a time.

1

From the sidebar, open Billing & Usage, then Client Breakdown.

2

Pick a Year and Month from the two dropdowns at the top, then choose View. Only periods with billed activity appear as options — if your account has none yet, the current year and month are the only choice.

Read the client list

The table lists every client on your account for the selected month, whether or not they had any billed activity in it.

Client The Client name, as set on the client record.
Credits used Total credits billed for that client's course pages during the selected month. Rows are sorted with the highest usage first.
Details Opens the per-course breakdown for that client and month.

A client showing 0 credits used simply had no billed page access that month — it doesn't mean anything is missing.

screenshot — Billing & Usage, Client Breakdown table

The Client Breakdown table with the year/month selector above it.

Drill into one client

Choosing Details takes you a level deeper, down to individual courses.

3

Choose Details next to a client to open its per-course breakdown for the same month.

4

Each row is one course for that client, with the credits it used and how many billed completions it had that month.

Course The course title. A row labelled "(no course)" means the completions behind it are no longer linked to a course record — this is rare.
Credits used Credits billed for this course, for this client, in the selected month.
Completions How many billed completions of this course happened in the selected month.

GOOD TO KNOW

The year and month you picked on the client list carries through to the Details page, so you keep looking at the same period without reselecting it.

About invoices

Despite the name of this article, the dashboard does not currently generate invoices or downloadable statements — that part of Billing & Usage has not shipped yet. Client Breakdown is the closest thing available today: the credits-used figures above are the numbers a formal invoice would be based on. If you need an actual invoice or statement for a client, contact support with the client name and the month, and they can help directly.

If something isn't working

A client I know has courses shows 0 credits used

Normal if nothing was billed to that client in the selected month. Try a different month from the dropdown.

The year or month I want isn't in the dropdown

Only periods with actual billing activity on your account are listed. Nothing was billed for that period yet.

I can't find an Invoices tab

It isn't available yet. Use Client Breakdown for the underlying numbers and contact support for anything invoice-shaped.

What next

If a client's usage is climbing faster than your free allowance covers, it may be time to add more credits.

NEXT

Buy credits

RELATED

Read the billing overview

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