Sales dashboard

The Sales dashboard shows a summary of invoices (sometimes called accounts receivable) waiting for payment by customers, those waiting for more processing, quotes you've created, outstanding billable expenses, and money due to come in. You can create new transactions, and review and send customer statements.

Add or edit invoices, quotes and credit notes

Import invoices and credit notes from Xero or another system

Send invoices, quotes and credit notes

Send and view customer statements

Search invoices, quotes and credit notes

Monitor money coming in using the bar graph

See which customers owe the most

Check the status panels

Image showing sales dashboard.

Add or edit invoices, quotes and credit notes

Import invoices and credit notes from Xero or another system

Send invoices, quotes and credit notes

Send and view customer statements

Search invoices, quotes and credit notes

Search by number, reference, contact, amount or date.

Search invoices, bills, quotes, credit notes and purchase orders

Monitor money coming in using the bar graph

Use the graph for a quick view of invoices coming up for payment and invoices overdue for payment.

Image showing money coming in graph.

Hover over a bar to see the invoices making up that total.

Only approved invoices will display on the graph.

See which customers owe the most

Invoices

The invoices table shows which five customers owe you the most. The red amounts are overdue balances.

Click the blue amount to view your customer's statement.

Image showing table displaying total and overdue balances of five customers with largest outstanding balances.

Billable expenses

The billable expenses table shows which five customers have the greatest value of billable expenses assigned to them.

Click an amount to create a sales invoice for the customer for the amount of the billable expense.

Image of the billable expense customers who owe most on the Sales Dashboard.

Check the status panels

Invoices

Use the Invoices status panels to monitor:

  • invoices in draft that you need to submit for approval or approve
  • invoices in draft awaiting your approval
  • invoices awaiting payment by customers
  • any overdue invoices.

Image showing totals of draft, awaiting approval, awaiting payment and overdue invoices.

Click any status panel or link to view the invoices that make up this total.

Quotes

Use the Quotes status panels to monitor:

  • quotes in draft that you need to send
  • sent quotes awaiting customer response
  • quotes accepted by customers
  • expired quotes.

Image showing quotes status panel.

Click any status panel or link to view the quotes that make up this total.

Billable expenses

Use the Billable Expenses status panels to monitor:

  • how many customers you've assigned billable expenses to and not recovered
  • the amount of billable expenses outstanding.

Image of the Billable Expenses status panels on the Sales Dashboard.

Click any status panel to view the Billable Expenses - Outstanding report.

Billable Expenses - Outstanding report