Invoices Card Overview

The Invoices card on the Business Dashboard provides an at-a-glance summary of your invoice activity. It visually represents the current status of your invoices, breaking down amounts into categories to clearly indicate how much money you have received and how much is still outstanding.

Invoice status breakdown

The Invoices card categorizes your invoice amounts into three primary statuses:

• Overdue (orange): Total amount from invoices that have passed their due dates without receiving payment.

• Open (purple): Amount due from invoices that are still within their payment period.

• Payments (green): Total payments received for invoices.

Using the Invoices card

• Filtering by date: Use the dropdown menu at the top of the card to view invoice data for specific date ranges, such as All Dates, This Month, or This Year.

• Detailed views: Clicking on any status category (Overdue, Open, or Payments) provides a detailed list of invoices included in that category.

Interactive card actions

The Invoices card includes quick-action buttons to streamline your invoicing workflow directly from the dashboard:

• Create Invoice (+ icon): Opens the invoice creation window.

• Receive Payment (Download icon): Quickly record a payment for existing invoices.

• Customize Card (Three-dot menu): Customize the appearance and settings of the Invoices card, including the title, date range, and card color.

Understanding the amounts shown

• Open and Overdue amounts reflect the total of unpaid invoices as of the current date.

• Payments reflect amounts received and applied to invoices according to the selected date filter.

The Invoices card provides essential insights into your business's invoice status, helping you efficiently manage your financial operations.