The Dashboard has been designed to give you a quick overview of your business finances as well as an idea of what invoices are Outstanding and Overdue. On top of this, it is designed to get you working instantly through the use of Quick Action Buttons.
Quick Action Buttons
The Quick Action Buttons are placed on the dashboard to get you working instantly. From here you can:
- Create a New Order
- Add a New Task (Pro Version Only)
- Add a New Expense (Pro Version Only
- Add a New Product
- Add a New Customer
- Add a New Service
- Add a New Supplier
- Add a New Lead (Pro Version Only)
- Add a New Project (Pro Version Only)
Each of these buttons will take you to the respective page where you can conclude the action selected.
Overdue & Outstanding Invoices
Knowing which Invoices are Overdue and Outstanding is incredibly important to us, after all, it is an indication of what money you are owed so why would you not want know?
The two columns under the Quick Action Buttons section shows you the 5 most recent Outstanding & Overdue Invoices in your system. From here you can click on each one to open and manage it or you can mark it as paid instantaneously without having to navigate away from the Dashboard.
Clicking on the Invoice Number will open the Invoice where you can manage it by performing any of the following actions:
- Log a payment received for the invoice
- Add a Refund if need be
- Add a Credit Note
- Download the Invoice to send later
- Email it to the client directly from stratuShop
Numerical Statistics
The right-hand section on the Dashboard gives you an overview of the financial status of your business.
In this section you will see the amounts you have invoices for the following periods:
- The Current Month to date
- The Current Year to date
- The Last 30 Days
- The Last 12 Months