The Finances dashboard with the wedding invoiced and $2,000 collected: how its figures are worked out, the period, what is invoiced, collected and pending, what is coming due, and who can see it.
The Finances dashboard
How the Finances dashboard works out its figures, where to see what's invoiced, collected and pending, and who can see it.
What you will learn
- How the figures are calculatedEach figure comes from your approved documents and recorded payments, for the period you choose.
- Invoiced, collected and pendingSales activity shows what you've invoiced and collected, and what's coming due.
- Who sees whatPermissions decide who can see the dashboard.
Related articles
- The Finances dashboard and how its figures are calculatedThe Finances Dashboard sums orders created in the period, with taxes, drafts and cancelled ones included. It's a quick view, not your accounts.
- Sales activity: invoiced, collected and pendingThe «Activity» page shows what you invoiced and collected in a period, which invoices are due or overdue, and what's still to invoice.
- Who sees analytics dashboards and their dataAnyone in the account can open a public dashboard, but each chart shows only the data your own permissions let you read.