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.

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 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.