Skip to content

Accounting Dashboard

The Accounting Dashboard summarizes your invoicing activity at a glance.

Accessing the Dashboard

In the sidebar, click Accounting → Dashboard.

Summary Tiles

Tile Shows
Total Owed Sum of all Unpaid invoice totals
Total Earned Sum of all Paid invoice totals
Open Invoices Count of all non-Cancelled invoices
Unpaid Invoices Count of invoices still Unpaid

Click any tile to jump straight to the Invoice List, pre-filtered to match (for example, clicking Total Owed or Unpaid Invoices filters the list to Unpaid).

Amount Owed by Client

A breakdown of every client with an outstanding balance, sorted highest first, with a colored initial badge for quick scanning.

Recent Activity

The six most recently numbered invoices, with their client and current status badge — a quick way to confirm a just-created or just-paid invoice landed correctly.