Dashboard

Monthly overview & quick actions.

Monthly KPIs

Revenue
Invoice totals
COGS
Item costs
Expenses
Monthly costs
Net Profit/Loss
Revenue − (COGS + Expenses)

Recent Invoices (Selected Month)

InvoiceDateCustomerTotalStatusActions
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Create / Edit Invoice

Description Qty Price Cost Line Total

Invoices (Selected Month)

InvoiceDateCustomerTotalStatusActions
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Add Expense

Expenses (Selected Month)

DateCategoryNotesAmountRecurringActions
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Monthly Profit/Loss

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Settings

Numbering rule: invoice_no = smallest missing integer. Delete invoice -> number available again.