Open the dashboard
Open Invoicing from your Dashboard.
Choose a reporting period
The current period appears near the top of the screen. Use the left and right arrows to move between periods.
To change the reporting period, select the displayed date range. Choose a preset period or set your own start and end dates, then select Show Results.
The invoice list and totals update for the selected period.
Understand the totals
Total Invoiced — the total value invoiced during the selected period.
Total Collected — the amount recorded as paid.
Outstanding Amount — the amount that remains unpaid.
Overdue Amount — the unpaid amount on invoices past their due date.
Switch between invoices and Customers
Select All Invoices to view invoices for the chosen period.
Select Customers to view and search your saved Customer records.
Create an invoice
Tap + at the top of the screen. If the selected period has no invoices, you can also select Create an Invoice from the empty state.
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