After creating your company profile, you’ll automatically be redirected to your Dashboard, the central hub for all your invoicing activities and business performance insights.
The dashboard gives you an at-a-glance view of your invoice statuses, revenue flow, and key business indicators, allowing you to act quickly and stay in control.
💡 Key Sections
1️⃣ Invoice Summary Cards
At the top of the dashboard, you’ll find a set of summary cards reflecting the current state of your invoicing and finances.
| Card | Description | Color |
|---|---|---|
| Overdue | Invoices past their due date and still unpaid | 🔴 Red / Pink |
| Not Sent | Draft invoices that haven’t been sent yet | 🟠 Orange |
| Sent | Invoices sent to clients but not yet paid | 🔵 Blue |
| Partially Paid | Invoices with at least one payment received | 🟡 Yellow |
| Sale | Total invoice value for the current month and year | 🟢 Green |
| Income | Payments actually received (cash in) | 🟣 Purple |
| Benefits | Net benefit after deductions | ⚫ Grey |
Each card displays:
- The number of invoices
- The corresponding monetary amount
- When applicable, both monthly and year-to-date values
These indicators update automatically as invoices are sent, paid, or adjusted.
2️⃣ Sales vs Income (Last 12 Months)
The chart below compares Sales vs Income over the past 12 months.
It helps you:
- Identify revenue trends
- Compare invoiced amounts vs actual cash received
- Spot seasonal variations or growth periods
This is especially useful for forecasting and financial planning.
3️⃣ Quick Actions Panel
On the right side of the dashboard, the Quick Actions panel provides direct access to the most common workflows:
- Manage Invoices → View, create, and edit invoices
- Manage Relations → Add and manage clients and suppliers
- Manage Account → Configure company details, branding, tax and bank information
These shortcuts save time and reduce navigation friction.
4️⃣ Sidebar Navigation
The left sidebar gives access to all BillingNow modules:
| Menu | Description |
|---|---|
| Dashboard | Overview of performance and indicators |
| Reporting | Detailed reports and analytics |
| Invoices | Create and manage invoices |
| Estimates | Create and track estimates |
| Credit Notes | Issue and manage credit notes |
| Bills | Manage incoming bills |
| Payments | Track received payments |
| Relations | Clients and suppliers management |
| Projects | Project-based invoicing |
| Items | Products and services catalog |
| Branding | Invoice templates and visual identity |
| Settings | Organization and account settings |
| Users | Manage workspace users and roles |
🚀 Next Steps
From your dashboard, you can immediately:
Your dashboard is designed to give you clarity, speed, and control, everything you need to run your billing efficiently from day one.