Documentation
Guides
Overview
Overview is the first page of your workspace.
- Revenue: payments recorded, with a chart of the last 12 months.
- Outstanding: what's owed on open invoices.
- Invoice pipeline: how many invoices are in each status.
Needs attention
A short list of what to follow up on:
| Item | What to do |
|---|---|
| Not opened in 5 days | Your client hasn't opened the estimate. Nudge them, or Copy client link and send it another way. |
| Expires | An estimate is about to expire. Revise it if they need more time. |
| Payment overdue | A payment is past due. Remind your client, or record the payment if they paid another way. |
| Bank payment processing | A bank payment is clearing. Nothing to do. |
| Agreement not fully signed yet | Someone still has to sign, maybe you: open the estimate and Countersign. |
| Couldn't finish after acceptance | Something failed after your client accepted. Open the estimate; its banner says what. |