Dashboard & Statistics

Overview

Your dashboard is the central hub for managing your invoicing activities. It provides an overview of your invoices, statistics about your business, and quick access to key features.

The dashboard shows recent invoices, statistics tiles with key metrics, and provides access to manage your businesses and clients. You can track invoice status, view totals, and monitor your invoicing activity.

Dashboard Features

Recent Invoices

View your most recent invoices with quick access to view, edit, or download them. See invoice numbers, dates, and status at a glance.

Statistics Tiles

View key metrics including total invoices, revenue, outstanding amounts, and invoice status breakdowns.

Business Management

Quick access to manage your business profiles, update information, and configure settings.

Client Management

Access your client list, add new clients, or edit existing client information directly from the dashboard.

Statistics Overview

Invoice Counts

See the total number of invoices you've created, broken down by status (draft, sent, paid, overdue). This helps you track your invoicing activity and identify invoices that need attention.

Revenue Tracking

View total revenue from paid invoices and track outstanding amounts from unpaid invoices. This gives you a clear picture of your cash flow and what's pending.

Time Period Filters

Filter statistics by time period (this month, last month, this year, etc.) to analyze trends and performance over different periods.

Invoice Status Tracking

Track the status of your invoices to stay on top of payments and follow-ups:

Draft

Invoices that are being created or edited

Sent

Invoices that have been sent to clients

Paid

Invoices that have been marked as paid

Overdue

Invoices past their due date

Using the Dashboard

Monitor your invoicing activity at a glance
Quick access to create new invoices, manage clients, and update businesses
Track invoice status to identify which invoices need follow-up
View statistics to understand your business performance