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.
API Keys
Let an AI agent or script work with your invoices.
Create and revoke keys
On the Basic and Premium plans, the API keys card on your account page creates keys for the Agent API. Name each key, choose its permissions, and copy it right away, because it is only shown once. The list shows when each key was created and last used, and Revoke stops a key immediately.
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
Pro Tip
- 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