Navigating The Dashboard

The Billo Invoicing dashboard is your command center. Here's how to navigate it

The sidebar on the left contains all your main selections:

Invoices

  • Invoices: View all of your invoices
  • New Invoice: Create a new invoice
  • Templates: Manage saved invoice templates
  • Drafts: View unsent draft invoices
  • Recurring Invoices: Manage automated recurring billing

Quotes

  • Quotes: View all quotes
  • New Quote: Create a new quote
  • Drafts: View unsent draft quotes

Clients

  • Clients: View all clients
  • Import Clients: Bulk import via CSV

Reporting

  • Finance Reporting: View financial reports and analytics

Settings

  • Profile: Personal Information
  • Business: Business details and branding
  • Address: Business Address
  • Invoice: Invoice defaults and preferences
  • Banking: Payment and banking information
  • Notifications: Email and notification preferences
  • Account: Account settings and subscription

Dashboard Home

  • Recent Invoices: Quick access to your latest invoices
  • Quick Stats: Overview of paid, pending and overdue invoices

Tips for Navigation

  1. Save frequently used templates
  2. Use filters to find specific invoices Bookmark important pages in your browser.

Note:

Familiarise yourself with the layout and you'll be navigating like a pro in no time!