Understanding your dashboard

When you first log in, Rebill shows a short setup checklist at the top of your dashboard to help you get to your first invoice quickly. It tracks three things: completing your business profile, adding your first client, and creating your first invoice. Clicking any step takes you straight to the right form (not a list page) with a short Setup step 1 of 3 / 2 of 3 / 3 of 3 banner at the top explaining exactly what is required at that step. A progress bar fills in as you tick each step off, and the checklist disappears automatically once all three are done. You can also dismiss it at any time using the close button.

There are five key figures shown at the top of your dashboard:

• Revenue This Month: the total value of all invoices you created this month, regardless of whether they've been paid yet.
• Receipts This Month: the total amount of money you've actually received this month (recorded payments on invoices).
• Collection Rate: the percentage of invoiced money you've collected. A higher number means you're collecting what you're owed more efficiently. For example, 80% means you've collected 80 cents of every rand you've invoiced.
• Outstanding Invoices: the number of invoices that haven't been fully paid yet.
• Outstanding Amount: the total rand value of all unpaid invoices combined.

The bar chart below the stats shows your revenue over the past several months. Each bar represents one month; the height shows how much money came in. This helps you spot patterns like seasonal dips or whether your revenue is growing over time.

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

• Current (0–30 days): invoices that are within their payment terms, or only slightly overdue. These are the easiest to collect.
• 31–60 days: invoices that are getting old. A gentle follow-up is usually enough.
• 61–90 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 — 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.