Dashboard. Outstanding, overdue, and received amounts per currency, overdue invoices, quick actions, and a setup checklist.
Invoices & Quotes
Invoices. Invoice list with figures for outstanding and received amounts plus client, balance, due date, and status.Invoice. Overdue invoice with sender, recipient, line items, taxes, and invoice summary.Quotes. Quotes with client, amount, status, tax, and creation date.Quote. Pending quote with line items, taxes, and actions to accept, decline, and send it.
Clients & Payments
Client details. A client's income, outstanding amount, invoices, quotes, credit balance, and contacts.Clients. Active clients with website, currency, and total and outstanding balance.Payments. Recorded payments with invoice, client, payment method, status, and amount.