Read your dashboard
The Dashboard is the first screen after you sign in. It gives you a picture of your business.
The cards
| Card | What it shows |
|---|---|
| Outstanding | The total on your unpaid invoices that is still owed |
| Collected this month | Payments recorded this month |
| New clients | Clients added this month |
| Payments | How many payments were recorded recently |
| Avg. invoice value | The average amount across all invoices |
| Overdue | Unpaid invoices whose due date has passed |
The charts
- Revenue trend: money collected in each of the last 6 months.
- Invoice status breakdown: how many invoices are Draft, Unpaid, Paid or Cancelled.
- Top clients by revenue: the clients who have paid you the most.
- Payment methods: how clients have paid in the last 90 days.
Good to know
- An invoice counts as overdue when it is unpaid and its due date is before today in your business’s timezone. Check it under Settings.
- Figures update a few moments after you save or record something. If a new payment is missing, refresh the page after a short wait.
- Drafts and cancelled invoices do not count as outstanding.