Understand the Invoices Key Performance Indicators

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Audio: Sound Video Length: 1:47 minutes

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1. Navigate to Invoices.
2. Click the Show KPI icon.

Going across the top of the screen, the following dynamic tools are:

• Active Invoices - Displays the number of active invoices and click the statistic to display the relevant invoices in the list.
• Active Estimates - Displays the number of active estimates and click the statistic to display the relevant estimates in the list.
• Outstanding Invoices - Displays the number of outstanding invoices and click the statistic to display the relevant invoices in the list.
• Total $ Outstanding - This displays the outstanding invoices amount.
• Invoices/Estimates by Status - Displays a pie chart by status and when you click the chart, the list view is filtered
• Total Paid By Month - Displays the invoices paid by month, and when you click on a month, the list view is filtered.