This dashboard provides a detailed view of invoiced amounts, tax and due amounts by customer, and revenue accounts for a selected period.
Before you start
Dashboard overview
The four widgets at the top of the dashboard provide a summarized overview of the invoiced amounts, tax, and the due amounts for the chosen period. You can see:
The Total Invoiced Amount before Tax
The Total Invoiced Tax
The Total Invoiced Amount after Tax
The Total Due amount that still has to be paid
Filtering rules
Filtering by Date Range on this dashboard works by using two filters:
Filter Invoices By allows you to select the date that invoices will be filtered by—their issue date, their invoice period start/end date, or their due date. This filter only affects invoices, as credit notes and overpayments don't have due dates or invoice periods. Therefore, credit notes and overpayments will always be filtered based on their issue date, regardless of the option selected in the Filter Invoices By filter.
Date Range is a regular date-range filter that depends on the value selected in the Filter Invoices By filter. For example, to filter invoices with due dates in the current quarter, you must:
Select Due Date as the value of the Filter Invoices By filter.
Set the Date Range filter to This Quarter.
This will show you all invoices with due dates in the current quarter and all credit notes/overpayments issued in the current quarter.
Invoiced amounts split by revenue account
This table provides a monthly breakdown of invoiced amounts by location and revenue account.
Invoiced amounts split by customer and revenue account
This table provides a monthly breakdown of invoiced amounts by location, customer, and revenue account.