Navigating the "Dashboard"

Your "Dashboard" is segmented into the following sections:

• Accounting Connection Sync Button
• The Platform Status Bar
• Current outstanding receivables
• Top Debtors
• The Activity Feed
• Open Invoices
• Draft Invoices

^{Accounting Connection Sync Button}

You'll find an icon in the top left corner indicating the accounting platform you are synced with and the last sync time. When your account is active, you can transfer data between your accounting platform and InvoiceSherpa. The platform offers bi-directional synchronisation, allowing you to share activities and search for new customers or invoices automatically. Synchronisation occurs approximately every 12 hours for QuickBooks Online and every 3 hours for Xero and Clio. To start syncing immediately, click on the "Sync Now" button.

^{The Platform Status Bar}

When active, the icon will be blue:

Grey icon means paused platform.

^{Current Outstanding Receivables}

• Average days past due: The average number of days an invoice remains unpaid
• Total Outstanding: The total amount of money awaiting collection
• Total Invoice Qty:  Total number of open invoices across your entire customer base

^{Top Debtors}

You'll see a brief overview of your customers and their outstanding invoices:

^{The Activity Feed}

The Activity Feed on the right side of your Dashboard tracks customer interactions in InvoiceSherpa, including reminders sent, opened, or paid. Each entry links to the PDF invoice and customer profile. Click on the Customer's name for details, or choose the Invoice number to view the invoice in PDF format.

^{Open Invoices}

For a comprehensive overview of this section, please take a look at the section here

^{Draft Invoices}

Below the Open Invoices section, you will find a list of Draft Invoices. These are the pending invoices in your accounting platform. InvoiceSherpa will not take any actions on these invoices until they are marked as "Ready" in your accounting platform.