How to use the Invoice Dashboard & Analytics

The Invoice Dashboard is available to any Admin or Finance user. To view, go to RECEIVE PAYMENTS and click on Invoicing.

The Invoice dashboard will show your draft, paid, due in XX days and overdue by XX days. 

We have a range of filters so that you can filter based on your needs. Such as by due date, invoice status and customer.

Our video below helps you how to navigate our dashboard best. 

To view the analytics feature, all you need to do is hover your mouse over the top section that shows "Total Outstanding, Overdue and Due". Click anywhere on this bar, and it will take you to the analytics feature.  This will give you a bird's eye view of everything. 

Please watch our video below, which shows how best to use Filtering of our Invoice Dashboard and the Analytics feature. 

Timestamp:

0.00 to 0.30 Overview of video 

0.45 to 2.57 How to create an invoice 

2.57 to 4.30  Filtering the Invoices dashboard 

4.31 to end  How to use the Analytics feature