$0.00
Revenue Collected
$0.00
Outstanding
$0.00
Overdue
$0.00
Expenses
0
Active Clients
0
Invoices Issued
๐ Monthly Revenue (12 months)
๐ฅง Invoice Status
๐งพ Recent Invoices
| Number | Client | Amount | Status | Due |
|---|---|---|---|---|
| Loadingโฆ | ||||
๐ Top Clients
Loadingโฆ
โฐ Due in 7 Days
Loadingโฆ
| Invoice # | Client | Issue Date | Due Date | Total | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loadingโฆ | |||||||
Recurring Profiles
Manage subscriptions and auto-generating invoices.
| Client | Frequency | Next Invoice Date | Generated | Status |
|---|---|---|---|---|
| Loadingโฆ | ||||
0
Total Quotes
0
Awaiting Response
0
Accepted
0
Declined
0
Converted
| Quote # | Client | Issue Date | Expires | Total | Status | Invoice | Actions |
|---|---|---|---|---|---|---|---|
| Loadingโฆ | |||||||
| Receipt # | Client | Date | Payment Method | Total | Actions |
|---|
| Client | Phone | Invoices | Total Billed | Outstanding | Status | Actions | |
|---|---|---|---|---|---|---|---|
| Loadingโฆ | |||||||
| Name | SKU | Category | Unit | Price | Tax Rate | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loadingโฆ | |||||||
Total: $0.00
| Date | Description | Category | Vendor | Amount | Billable | Actions |
|---|---|---|---|---|---|---|
| Loadingโฆ | ||||||
Select a Report Type
Choose a report type and date range above, then click Generate
๐ Overview
๐ฐ Revenue
๐ฅ Clients
๐ฆ Products
๐ธ Expenses
โณ Aging
โ
Total Revenue
โ
Total Expenses
โ
Net Profit
โ
Invoices
โ
Paid
โ
Overdue
โ
Outstanding
โ
Active Clients
๐ฐ Monthly Revenue (12 mo)
๐ฅง Invoice Status Distribution
๐ Top Clients by Revenue
| Client | Company | Billed | Paid | Due |
|---|
๐ฆ Top Products by Revenue
| Product | Qty Sold | Revenue |
|---|
๐ค Users & Access Control
| User | Role | Created | Actions | |
|---|---|---|---|---|
| Loadingโฆ | ||||
๐ Privilege Reference
Admin
- Full access to all modules
- Manage invoices, clients, quotes
- Configure settings & gateways
- Manage users & permissions
- View all reports & export data
User
- Access invoices, clients, quotes
- Create and manage own records
- View dashboard & reports
- Cannot manage users or settings
- Cannot configure payment gateways
Active Employees
โ
Monthly Payroll
โ
Paid This Month
โ
Days Off (Month)
โ
๐งโ๐ผ Employee Registry
| Employee | Position / Dept | Salary | Total Paid | Status | Actions |
|---|---|---|---|---|---|
| Loadingโฆ | |||||
Company Information
Invoice Defaults
Tax & Currency Settings
๐ณ Payment Gateways
Configure Stripe, PayPal, Razorpay, etc.
0
Enabled Gateways
$0
Total Volume Processed
0
Active Links
0
Total Transactions
| Invoice | Client | Gateway | Amount | Status | Created | Expires | Actions |
|---|
$0
Gross Volume
$0
Processing Fees
$0
Net Settled
0
Transactions
| Date | Invoice | Client | Gateway | Txn ID | Gross | Fee | Net | Status |
|---|
Webhook Endpoints
Configure these endpoints in your respective payment gateway dashboards so InvoiceFlow can automatically mark invoices as paid when transactions succeed.
๐ Data Import & Export
Import records from CSV or Zoho Invoice, or export your data to CSV.
Export Data
Download a complete CSV backup of the selected module.
Import Data
Upload a CSV file to import records. If using Zoho, ensure you select the Zoho format above.