Insight
A clear snapshot of billing.
Invoice count, sent count, and outstanding balance — enough to know where the books stand without a finance suite.
What Reports does
Live totals
Numbers come from your saved invoices, not a static dashboard.
Outstanding
See remaining balance across documents in one place.
Jump to work
Open Invoices from the report when you need to collect.
How it works
01
Save invoices
Reports need real documents in the workspace.
02
Open Reports
Read volume, sent, and outstanding.
03
Act on it
Go back to Invoices and follow up.
