Navigating the Dashboard

The Home Dashboard holds all the key information and actions you need most.

_{It is segmented into the subsequent sections}

• _{Accounting Connection Sync Button}
• _{The System Status Bar}
• _{Current outstanding receivables}
• _{Top Debtors}
• _{The Activity Feed}
• _{Open Invoices}
• _{Draft Invoices}

^{Accounting Connection Sync Button}

_{Located in the top left-hand corner of the platform, an icon indicates the status of your account's synchronization with your accounting platform. When active, you can efficiently transfer data between your accounting software and the platform. The platform offers bi-directional synchronization, facilitating the sharing of activities and automatic search for new customers or invoices. Synchronization occurs approximately every 12 hours for QuickBooks Online and every 3 hours for Xero & Clio. To initiate immediate synchronization, click on the "Sync Now" button.}

^{The System Status Bar}

^{This information is displayed on your home dashboard.}

^{It will be displayed in grey when your system is paused:}

^{When the system is active, the icon will be blue:}

^{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}

^{In this perspective, you will receive a concise overview of your customers and their outstanding invoices:}

^{The Activity Feed}

^{The Activity Feed on the right side of your Dashboard records customer interactions in InvoiceSherpa, like reminders being 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}

^{Each invoice displays the details for the open invoice, along with links for the following actions:}

• ^{Send Manual Reminder}
• ^{Send Manual Late Fee}
• ^{Pay Invoice}
• ^{Get Payment Link}
• ^{Pause/Un-pause Reminders for Invoice}
• ^{Take a Note}

^{Each open invoice listing also includes links to additional information. Select the Customer name to open the Customer record. Select the Invoice number to open a PDF of the invoice.}

^{You can adjust the number of invoices displayed per page in the Open Invoices section, and also search for a specific Customer using the search bar.}

^{Draft Invoices}

^{Below the Open Invoices section, you will find Draft Invoices. Here, you will see a list of all the invoices present in your accounting system but are currently marked as pending to be sent or "Drafted".}

^{InvoiceSherpa will not take any actions on these invoices until they are marked as "Ready" in your accounting system.}