Understanding your dashboard

Until you create your first document, the setup checklist is your dashboard. All the charts and stats would be zero at this point, so Rebill hides them and shows a focused welcome card instead. It tracks two steps: completing your business profile (your business name and email) and sending your first document, with tiles to jump straight into creating an Invoice, Quote, or Recurring invoice. Clicking a step takes you straight to the right form with a short Setup step 1 of 2 / 2 of 2 banner at the top explaining exactly what is needed. A progress bar fills in as you complete each step. Once you create your first invoice, quote, or recurring invoice, the normal dashboard takes over. You can also dismiss the checklist at any time to go straight to the normal dashboard.

Four figures sit at the top of your dashboard:

• Outstanding: the total of all unpaid invoices, with the number of invoices and the percentage of invoiced money you have collected (for example, 80% collected means you have received 80 cents of every rand invoiced).
• Receipts MTD: the payments you have received this month.
• Revenue MTD: the value of the invoices you issued this month, paid or not. If you have draft or scheduled invoices dated today or later, a line underneath shows them as projected. Projected invoices are never added to the revenue figure.
• Net Income MTD: receipts minus expenses for the month, shown in red when it is negative.

Receipts, Revenue and Net Income compare themselves with the same period last year and show a small bar chart of recent months.

The chart below the figures shows revenue, receipts and expenses over the selected range, plus projected invoices where you have them. Ranges of about two months or shorter (such as This month, Last month or Next month) are shown by day; longer ranges are shown by month. The chart heading says which one you are looking at.

The aging chart groups your unpaid invoices by how overdue they are:

• Current (0 to 30 days): invoices that are within their payment terms, or only slightly overdue. These are the easiest to collect.
• 31 to 60 days: invoices that are getting old. A gentle follow-up is usually enough.
• 61 to 90 days: invoices that need attention. Consider sending a firm reminder.
• 90+ days: invoices that are seriously overdue. You may want to follow up by phone or escalate collection.

The bigger the bar in the older buckets, the more urgently you need to chase payments.

Below the chart you will see a list of every non-zero bucket with the invoice count and outstanding amount. Click any bucket to jump to the invoice list filtered to that age range. It is the fastest way to go from "I need to chase overdue clients" to a list of the specific invoices to follow up on. The View all outstanding link in the card header takes you to every unpaid invoice at once.

• Needs attention: how many invoices are overdue and for how much, the most overdue ones with a quick re-send button, and invoices that were created but never sent. View all opens the full overdue list.
• Upcoming: scheduled invoices and recurring invoices that go out in the next 7 days.
• Recent activity: the latest events on your account, such as payments received.
• Top clients: your biggest clients by revenue, for the last 90 days or for the range you picked.