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View your financial overview (dashboard)

A snapshot of your business finances on the dashboard

The dashboard gives you a snapshot of your business finances every time you open Billdu.

Mobile app

The dashboard shows:

  • All overdue invoices - unpaid and past their due date

  • All unpaid invoices - unpaid but still within the due date

  • Unsent invoices

  • Paid invoices for the current fiscal year

  • Estimates that haven't been accepted yet

Tap on any item to go directly to the related document list.

Website

The dashboard is split into three tabs:

  • First tab - your company balance, invoices, and expenses at a glance

  • Second tab - invoices broken down into paid, unpaid, and overdue

  • Third tab - your expenses overview

It also shows:

  • Outstanding revenue - total of all unpaid and overdue invoices

  • Outstanding expenses - total of all unpaid expenses

Create a document from the dashboard

You can create a new document directly from the dashboard without navigating away:

  • App and website - invoice, estimate/quote, expense

  • Website only - pro forma invoice, purchase order, delivery note, credit note, appointment

Tip: For detailed statistics and reports, take a look here.


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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