Dashboard Overview
After you sign in, the main dashboard gives you a bird's-eye view of your business.
Key Sections
Summary Cards — At the top of the dashboard you'll see cards showing:
- Total Revenue this month
- Pending Invoices (sent but not yet paid)
- Active Clients
Recent Invoices — A quick feed of your most recently created or updated invoices.
Quick Actions — Buttons to create a new invoice, document, or estimate in one click.
Navigation (Sidebar)
- Invoices – All your invoices in one list, filterable by status
- Documents – E-signature and secure sharing
- Estimates – Quotes and proposals you've sent to clients
- Clients – Your address book of clients
- Recurring – Invoices that repeat on a schedule
- Billing – Manage your Invoice For Me subscription
- Settings – Account, profile, and business details