Dashboard with data

The dashboard shows invoice totals, income and expenses, collections, projects and upcoming payments in one place.

1. Totals

1. In the menu, click Dashboard.
2. At the top, you see the total of all invoices and how much has already been paid.

2. Charts

1. The chart shows income and expenses by month.
2. The circle shows how much has been paid and how much is still due.

3. Projects and recurring payments

1. Here are your projects and their amounts.
2. Here you see upcoming recurring payments and their dates.

4. Latest documents

1. The tabs show the latest estimates, invoices and net income.
2. Done. You see everything important about your business in one place.

Summary

Dashboard → totals → income and expenses → collections → projects → recurring payments

What's next

Next guide: Team members and roles.