What can the Home Screen tell me?

Get an overview of all invoices submitted or in process, and see how many customers are still pending action.

The Home screen is the first page you’ll see upon logging in. At a glance, you’ll know:

• The number of invoices and their total dollar amount you’ve sent to customers.
• The number of invoices still to be reviewed or completed.
• Invoices that may contain an error.
• The number of established and pending customers.

The Home page provides shortcuts to help you manage key activities, such as creating new invoices, managing your current invoices as well as managing new and existing customers. At the top of each page, you can click to view your profile.

How-To Guide

The following table lays out the purpose of each widget and links to the relevant knowledge base articles.