This dashboard provides a comprehensive overview of every customer you've invoiced. It is designed to help you track high-volume clients and monitor your cash flow at a glance.
All figures displayed represent the gross invoice value before any PayDocker fees are applied.
How to access
1. Log into your account and head to Sales > Customers
The dashboard breaks down your receivables into three primary categories:
| Amount type | Accounting for |
| Receivable balance | Accounting for all objects issued by you, with the status of Overdue and Outstanding. |
| Overdue balance | Accounting for all objects issued by you, with the status of Overdue. |
| Current balance | Accounting for all objects issued by you, with the status of Outstanding. |
2. To view more currencies, click More to expand your view beyond the default currency.
3. The first currency in your list is your default view. You can drag and drop to reorder the list based on your preference. Any changes made are autosaved.
Use the eye icon to quickly access the information for each currency.
4. To view the customer statistics in detail, click into the eye icon of the individual customer's name
You can adjust the insights based on the timeframe of your choice.
You can also easily track all the objects you have generated for this customer. This consolidated object list will not including draft or deleted objects.
And other activities related to invoice payments.