Dashboard

3 questions

How do I read the dashboard figures?

Four indicators are shown at the top. Revenue collected groups all invoices paid this year. The pending amount shows invoices sent but not yet settled. The overdue amount groups those past their due date. The Quotes widget shows how many are awaiting a response and how many have been accepted.

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My figures look wrong, what should I do?

Check that your invoices are in the correct status. An invoice stays "pending" until you manually mark it as "paid". Partial credit notes also reduce the balance shown.

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Why don't some invoices appear in the statistics?

Quotes and draft invoices are not included in the financial statistics. Only invoices with the statuses sent, paid, overdue or credited are counted.

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