The All-new Invoice Dashboard

The all-new invoice dashboard is the perfect way to see the status of all of your company invoices and send bulk actions – like sending all of your customers with overdue invoices a bulk reminder to pay.

With an all-new look and feel, you’ll be able to stay organized, save time, and always know where your invoices stand so you don’t miss out on receiving payment!


An overview:

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Invoice Statuses – Top Panel

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  • Invoices Due: The total amount you are owed, and number of invoices currently due
  • Overdue Invoices: The total amount you are owed, and number of invoices that are past-due
  • Unsent invoices: The number of invoices that you have yet to send to customers
  • Jobs Requiring Invoices: The number of jobs requiring invoices

Invoice Statuses

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You can also use the dropdown, located near the top left, to view your invoices by status.

Time Frame

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You can use the dropdown, located near the top right, to view your invoices by time frame.

Bulk Actions

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This is a great way to optimize your time and help you stay organized. Now, you can select one, multiple, or all invoices in any status, and decide if you want to send invoices, reminders, mark them as “sent” or delete them.

Customize the text for any bulk action mails:


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For any bulk action mails, like sending an invoice or reminder, you can customize the text, and opt to send it via text message (SMS) or email.



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