The top section of the Invoices module provides a financial dashboard that summarizes invoice activity across all projects.
This dashboard helps you quickly understand payment trends, outstanding balances, and overall billing performance without needing to review individual invoices.
What the Dashboard Shows
The dashboard is made up of multiple summary cards, each representing a different financial metric.
Collected Payments
Total Due
Total Overdue
Total Not Due
Total Change Orders
Each card displays a total amount along with a visual trend over time.
Each card includes a line chart that shows how the selected metric changes over time. When hovering over the chart, you can view:
Specific dates
Corresponding values
This allows you to track patterns such as increasing overdue amounts or recent payment activity.
Note: Click the navigation arrows to see more cards
You will see a comparison between actual vs previous timeframe period on each card when you select:
This week
Last week
This month
Last month
Last 3 months
Last 6 months
This year
Last year
Payments Card
Shows the total amount of money received from customers within the selected timeframe.
This metric reflects actual cash collected and helps you understand how much revenue has been brought in over a specific period.
How to interpret it:
A higher value indicates strong payment collection. If this number is low compared to your total invoiced amounts, it may signal delays in payments.
Total Overdue Card
Shows the total amount of invoices that have passed their due date and remain unpaid.
This reflects late payments that require attention.
How to interpret it:
A rising overdue amount may indicate issues with collections or follow-ups. This metric helps you prioritize which customers or projects need immediate action.
Total Due Card
This card represents the total amount of invoices that have reached their due date but are not yet overdue.
These are payments that are currently expected from customers.
How to interpret it:
This is your immediate collection target. Monitoring this helps you stay on top of upcoming payments and follow up before they become overdue.
Total Not Due Card
Represents the total value of invoices that have not yet reached their due date.
These are scheduled future payments based on your invoice terms.
How to interpret it:
This indicates expected future cash flow. A higher value means more revenue is scheduled but not yet collectible.
Total Change Orders Card
Shows the total value of approved changes made to project estimates within the selected timeframe.
This includes any additional work or adjustments added after the original proposal.
How to interpret it:
This metric helps you track how much the project scope and revenue have increased as a result of changes. A higher value may indicate a growing project scope or frequent adjustments.
This allows you to track patterns such as increasing overdue amounts or recent payment activity.