Executive Dashboard
The full analytics dashboard with KPI metrics, revenue charts, and business insights is available on Paid and Pro plans.
Total Revenue
R 0
↑ Paid invoices
Outstanding Invoices
R 0
↓ 0 overdue
Quotes Conversion
0%
Accepted rate
Active Customers
0
CRM accounts
Revenue Trend
Last 6 months
Detailed Report
Invoice Status
—
Recent Documents
View All
| Type / Number | Client / Supplier | Date | Amount | Status |
|---|
Activity Feed
● liveQuick Actions
New Invoice
Billable to client
New Quotation
Send for approval
Purchase Order
Assign to supplier
Credit Note
Issue adjustment
Proforma Invoice
Draft billing request
Templates
Customize layout
Analytics Dashboard
Detailed financial reports, revenue trends, and client insights are available on Paid and Pro plans.
Detailed Financial Summary
Invoiced vs Expenses
Billed Revenue
Estimated Expenses
Top Revenue Clients
| Client | Documents | Total Revenue |
|---|
Aging Outstanding Analysis
0 - 30 DaysR 0
31 - 60 DaysR 0
61+ DaysR 0
Notifications
All Invoices
| Doc Number | Client | Issue Date | Total | Status | Action |
|---|
All Quotations
| Doc Number | Client | Issue Date | Total | Status | Action |
|---|
Purchase Orders
| Doc Number | Supplier | Issue Date | Total | Status | Action |
|---|
All Billing Documents
| Type / No. | Contact | Issue Date | Total | Status | Action |
|---|
Customer Relationship Management
Vendor & Supplier Accounts
Document Design Templates
Select a preset aesthetic for your generated documents
Minimalist Charcoal
Clean corporate format
Blush Luxury
Pink highlights premium
Modern Indigo
Professional shaded
Emerald Clean
High contrast modern
Company Profile & Configuration
Business Logo
Company Name
Tax/VAT Number
Primary Currency
Business Email
Business Phone
Registered Office Address
Default Notes / Payment Terms
Subscription Plans
Choose the right plan for your growing business
Admin — Upgrade Requests
Review and approve subscription plan upgrades
Create New Document
Real-time accounting calculations
Billing Items
| Item / Work Description | Unit | Quantity | Unit Price | Tax (VAT) | Total |
|---|
Document Settings
Calculations Summary
SubtotalR 0.00
VAT (15%)R 0.00
Grand TotalR 0.00
Bill To
Billing Context
| Issue Date: | |
| Due Date: | |
| Status: | |
| VAT No: |
| Description | Unit | Qty | Unit Price | VAT | Total |
|---|
Subtotal:R 0.00
VAT (15%):R 0.00
Total Amount:R 0.00
Terms & Instructions
Payment is due within 14 days of invoice date. Thank you for your business!