Invoice Dashboard Overview

The invoice dashboard gives you a high-level view of your invoicing activity and financial status.

Dashboard metrics

At the top of the Invoicing page, you see key metrics:

• Total Outstanding — The total amount across all unpaid invoices.
• Overdue — The total amount past due.
• Paid This Month — Total payments received in the current month.
• Draft — Number of invoices in draft status.

Invoice list

Below the metrics, the invoice list shows all invoices with:

• Invoice number
• Client name
• Amount
• Status (Draft, Sent, Paid, Overdue, etc.)
• Due date

Filter invoices

Use the filters to narrow the list:

• Status — Show only invoices with a specific status.
• Client — Filter by client.
• Date range — Show invoices from a specific period.

Sort invoices

Click column headers to sort by:

• Invoice number
• Date
• Amount
• Due date
• Status

Tip: The default sort shows the most recent invoices first. Overdue invoices are highlighted in red for easy identification.