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.
🏠 What You’ll See
The dashboard provides an at-a-glance overview of your invoice status, sales trends, and quick actions for everyday tasks.
💡 Key Sections
1. Invoice Summary Cards
Across the top of the dashboard, you’ll find colored summary cards showing your current invoice status:
| Status | Description | Color |
|---|---|---|
| Overdue | Invoices that haven’t been paid past their due date. | 🔴 Red |
| Not Sent | Draft invoices not yet sent to clients. | 🟠 Orange |
| Sent | Invoices that have been sent but are not yet paid. | 🔵 Blue |
| Partially Paid | Invoices where the client has made a partial payment. | 🟡 Amber |
| Sale | Total amount of sales for the month and year- to- date. | 🟢 Green |
| Income | Total income received this month and year-to-date. | 🟣 Purple |
Each card shows:
- The number of invoices in that state.
- The total amount associated with them.
2. Sales vs. Income Chart
A visual graph tracks Sales vs. Income over the last 12 months, helping you understand trends in your business performance.
Use it to quickly see:
- Growth over time.
- Months with lower or higher activity.
- Differences between invoices created vs. income received.
3. Quick Actions Panel
On the right side, you’ll find shortcuts to the most common operations:
- Manage Invoices → View, create, or edit all invoices.
- Manage Clients → Add new clients or update existing ones.
- Manage Account → Update your company profile, branding, and account settings.
These buttons allow you to jump directly to key pages without navigating through the sidebar.
4. Sidebar Navigation
The left menu gives you access to all modules in Billing Now:
| Menu | Description |
|---|---|
| Dashboard | Overview of your stats and performance. |
| Reporting | Advanced insights and reports. |
| Activity | Recent activity log. |
| Invoices | Create and manage invoices. |
| Estimates | Generate and track estimates. |
| Credit Notes | Issue and manage credit notes. |
| Clients | Manage client details and contacts. |
| Items | Manage products or services billed. |
| Organization | Manage company profile and team. |
| Branding | Customize invoice templates and company branding. |
| Settings | Configure preferences and integrations. |
🚀 Next Steps
Now that you’re familiar with your dashboard, you can: