How to review income and unpaid invoices in Invoice Dash

Before you begin

Decide what you want to measure before opening a chart: invoiced work, money received or amounts still outstanding. These are related figures, but they are not interchangeable.

Step by step

1. Open Reports in Invoice Dash and select a period.
2. Review the displayed income and paid-versus-unpaid information.
3. Open client revenue details when you need to examine a customer.
4. Compare a sample of the totals with the underlying invoices and payments.

Check the result

Check the date range and currency labels before comparing two views. A weekly result and a calendar-month result can look different simply because their boundaries differ.

Limits and troubleshooting

Reports summarize what is entered in the app; they do not automatically include every bank transaction, expense or external invoice. Use them as an operational view and reconcile with your complete business records before making accounting decisions.