Creating an Invoice
We’re going to go over the dashboard overview.
In the upper section you’ll see the stats which consist of 6 key numbers.
Invoiced: Total amount invoiced in this specific time period as in: this year, this month etc.
Collected: Total amount of money collected within that time period
Expenses: Total amount of all expenses you’ve entered within that time period.
Outstanding: Total amount of your invoices outstanding but not necessarily past due
Past Due: Total amount of how much money is past the terms of when the customer should have payed you.
Net Profit: Your true profit. Calculated off what’s been invoiced versus what the expenses are.
On the right-hand side you can see your aging summary of invoices. So how many invoices you’ve issued in 30 days, 31-60 and so on.
Financial performance shows you a graph, if you hover over it you’ll be able to see month by month of what you’ve invoiced, collected, expenses and also profit and loss.
You can turn these on and off (bellow) by clicking one of the options to change your graph.