Invoice Dashboard

The Invoice Dashboard gives you an at-a-glance overview of outstanding work requiring attention: clients with uninvoiced activities, unpaid invoices (with overdue highlighting), and unsettled credit notes. It prioritizes quick actions — creating invoices, marking as paid, and sending reminders — over analytics.

Accessing the Dashboard

Navigate to Invoices from the main navigation menu, then select Dashboard. It is the first item in the Invoices section.

Summary Stats Bar

At the top of the page, four stat cards provide a financial overview:

Card	What It Shows
Outstanding Invoices	Total amount and count of all sent (unpaid) invoices
Outstanding Credit Notes	Total amount and count of all sent (unpaid) credit notes
Overdue Invoices	Count and total amount of sent invoices past their due date
Clients to Invoice	Number of clients with uninvoiced completed activities and total unbilled amount

tip

Invoice and credit note amounts are shown as separate figures, not netted against each other.

Clients Ready to Invoice

This section shows clients with completed activities that haven't been placed on an invoice yet. It helps you identify unbilled revenue and act on it quickly.

Each row displays:

Column	Description
Client	Client name — click to go to the invoice creation flow. A Needs review badge appears next to clients whose uninvoiced work contains activities flagged for review
Activities	Number of completed, uninvoiced activities
Oldest Activity	Days since the oldest uninvoiced activity (e.g., "45 days ago")
Total Unbilled	Sum of prices for all uninvoiced completed activities
Action	"Create Invoice" button — opens the new invoice form with the client pre-selected

Filters

Filters help you separate the simple, ready-to-bill work from the complex work that needs attention before invoicing. Four optional filters are available:

• Client category — Narrow the list to a single client category:

  • All (default) — every category.
  • Business — traditional businesses that dispatch via the Peppol network (auto-send).
  • Free Profession — free-profession businesses (doctors, lawyers, notaries…) delivered by email only.
  • Individual — private individuals and households, delivered by email only.

  The category also implies the dispatch method (Peppol auto-send for Business, email for Free Profession and Individual), so filtering by category lets you isolate the clients whose invoices dispatch the same way.

• Review — Filter by whether a client's ready-to-invoice work needs a human decision:

  • All (default) — no review filtering.
  • Ready — no review — only clients whose uninvoiced activities are all clean, so they can be billed without review.
  • Needs review — only clients with at least one activity flagged for review.

• Min. activities — Only show clients with at least this many uninvoiced activities.

• Min. age (days) — Only show clients whose oldest uninvoiced activity is at least this many days old.

Combining these lets you answer questions like "show me the Business clients whose work is clean so I can bill them quickly" or "show me only the clients that still need attention."

tip

Your filter selections, and the sort you pick on each sortable table, are remembered in your browser. When you return to the dashboard it restores them, so you don't have to reapply them each visit. Collapsing a section — Clients Ready to Invoice, Draft Invoices, Unpaid Invoices, or Unpaid Credit Notes — is remembered too, so a section you collapse stays collapsed on your next visit.

Sort Order

Clients are sorted by oldest activity age (descending) by default — clients with the oldest unbilled work appear first.

Selecting Clients for Bulk Actions

Each client row has a checkbox, and a Select all checkbox in the table header selects every client currently shown by the filters. When one or more clients are selected, a selection bar appears showing the number selected and their combined total unbilled amount, alongside Bulk draft and Bulk send buttons.

note

The Bulk draft and Bulk send buttons are disabled for now and show a "Coming soon" tooltip — bulk invoicing is planned for a future release. Selection today lets you preview which clients (and what combined amount) a bulk action would cover. Use Clear to reset the selection.

Draft Invoices

If you have any invoices still in draft status, they appear in a dedicated section between Clients Ready to Invoice and Unpaid Invoices. The section is only shown when at least one draft exists, so it disappears once every draft has been finalized.

Each row displays:

Column	Description
Invoice	Draft invoice number — click to open and continue editing
Client	Client name
Total	Running total calculated from current line items and activities
Created	When the draft was created
Action	"View" button — opens the draft for review and sending

Sort Order

Drafts are sorted by creation date (newest first) by default. Click any column header to change the sort.

Unpaid Invoices

A combined list of all sent invoices that haven't been paid, with visual distinction for overdue items.

Each row displays:

Column	Description
Invoice	Invoice number — click to view invoice details
Client	Client name
Total	Invoice total amount
Due Date	Payment due date with relative indicator (e.g., "3 days ago", "in 5 days")
Status	OVERDUE (red) if past due date, Sent (blue) if not yet due
Last Reminder	Date of the most recent reminder sent, or "—" if none
Actions	"Mark as Paid" button; "Send Reminder" on overdue invoices (when reminders feature is available)

Sort Order

Overdue invoices appear first (sorted by days overdue, most overdue at the top), followed by non-overdue invoices sorted by due date (soonest due first).

Marking as Paid

Click Mark as Paid on any invoice to record payment. A confirmation dialog appears before the action is completed.

Unpaid Credit Notes

This section lists sent credit notes that haven't been settled. Unpaid credit notes represent unresolved liabilities, so they are given prominent placement.

Each row displays:

Column	Description
Credit Note	Credit note number — click to view details
Client	Client name
Original Invoice	The invoice this credit note was issued against
Total	Credit note total amount
Sent Date	When the credit note was sent, with relative indicator
Action	"Mark as Paid" button with confirmation dialog

Sort Order

Oldest sent credit notes appear first (sent date ascending).

What's Next?

• Creating an Invoice — Step-by-step guide to generating an invoice.
• Invoice Details — Viewing, editing, and sending invoices.
• Credit Notes — Issuing refunds and corrections.