Dashboard Essentials
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      Billing Tab

      This article provides a comprehensive overview of several key tabs within the Truv Dashboard, specifically focusing on Subscription, Invoices, Credits, Usage, and Monthly Reports. Each section plays a critical role in helping users monitor and manage

      Subscription Tab Overview – Truv Dashboard

      The Subscription tab in the Truv Dashboard provides a clear summary of your current billing setup. It includes the contract start date, net terms, and a list of all enabled products, helping teams manage their financial relationship with Truv.

      Contract Start Date and Net Terms

      • Start Date: Indicates when your contract with Truv began.

      • Net Terms: Defines the payment window—typically 30 days from the invoice date.

      Enabled Products

      This section lists all activated products, showing:

      • Product name

      • Billing cycle (e.g., monthly)

      • Price per unit (as shown in the dashboard)

      The dropdown menu also highlights the industries supported, such as:

      • Mortgage Lending

      • Home Equity Lending

      • Consumer Lending

      • Auto Lending

      • Tenant Screening

      • Banking

      • Government

      • Background Screening

       

       

      Invoices Tab Overview – Truv Dashboard

      The Invoices tab allows users to view, filter, and download billing records for a selected period. It provides a detailed list of all issued invoices, making it easy to track payment history and upcoming dues.

      Key Columns Displayed

      Each invoice record includes the following details:

      • Invoice Date: The date the invoice was issued.

      • Amount: The total amount billed for that period (not displayed here for confidentiality).

      • Invoice Number: A unique identifier for each invoice.

      • Due Date: The deadline for payment.

      • Status: Indicates whether the invoice has been paid or is still outstanding.

      Actions

      Under the Actions column, users can download a PDF copy of any invoice for record-keeping or reconciliation purposes. This is useful for finance teams that require accessible documentation for audits, reporting, or vendor management.

       

       

      Credits Tab Overview – Truv Dashboard

      The Credits tab provides visibility into your account’s credit usage and remaining balance. It includes summary figures at the top and two interactive charts: Usage and Credits Balance, both updated in real time.

      Summary Metrics

      At a glance, the top section displays:

      • Starting Balance: The amount of available credits at the beginning of the selected period.

      • Ending Balance: The remaining credits after usage during that time.

      • Total Usage: The total value of credits consumed.

      All values are based on UTC time and reflect the last 30 days by default.

      Usage Chart

      This chart shows daily usage activity across the selected timeframe. Peaks and dips represent fluctuations in credit consumption per day, helping teams identify trends or irregularities in how services are being used.

      Credits Balance Chart

      This line graph tracks the cumulative decrease in your available credits over time. It helps you monitor how quickly your credits are being spent and anticipate when additional credits may be needed.

       

       

      Usage Tab Overview – Truv Dashboard

      The Usage tab provides a detailed record of all billing-related activity across the platform. It allows teams to view, filter, and analyze usage at both a task and transaction level, helping with reconciliation, auditing, and operational tracking.

      Task-Level Detail

      The main section lists each completed task along with the following data points:

      • Task and Report IDs for traceability

      • External ID and creation/completion dates

      • Product type and associated data source (e.g., Payroll)

      • Each entry reflects a unit of activity that contributes to billing

      Billing Breakdown

      Another section presents itemized billing entries, showing:

      • Use case (e.g., Mortgage Lending, Home Equity Lending, etc)

      • Payroll Provider name and template name (template name created by your team)

      • Status of the order, if refresh has taken place in the task, and amount charged for the connection 

      • User name and email tied to the transaction

      This gives clear visibility into which services were accessed, by whom, and how much was billed per instance.

      Platform Metadata

      An additional table provides system-generated data showing:

      • Platform type (e.g., Internal, Encompass, POS)

      • Order ID and creator (RPA)

      • Tracking ID, where applicable

      This supports backend traceability for automated or bulk-initiated orders.