Dashboard

The dashboard answers one question: is anything waiting for me? Numbers you can't act on belong on a page you go to deliberately; this one only carries things with a next step.

What's waiting

Everything on the list has somewhere to go and a reason to be there, ordered by what it costs to ignore:

Money already earned that hasn't arrived — overdue invoices, oldest first, with the total involved.
Credit notes you still owe — a credit note against an invoice that was already paid means money going back out, and it stays on the list until you've refunded it. It's the one money position with no screen of its own.
Cross-border sales that can't show the goods left — proof of transport is cheap to record on the day and impossible to reconstruct two years later, which is exactly when it gets asked for.
Margin-scheme sales without a purchase price — under the margin scheme you pay VAT on your profit, so a line with no purchase price is declared as if the goods were free, and you pay more than you owe.
Old drafts still holding stock — see below.
A VAT return to file — from two weeks before it's due until you mark it filed, and as overdue after that date. You file and pay by the end of the month after the period.

Each one shows how much is involved and links straight to the list it's about, so it's a work list rather than a statistic. Where the name alone doesn't say why an item matters — or, for the VAT return, by when — the ⓘ beside it does: hover over it, or tap it on a phone. A count of nothing is left off entirely — an empty page says "nothing waiting" more clearly than eight zeroes do, and when there's nothing left it tells you so.

Everything follows the dashboard's date range. Each item counts the period you're looking at, by its own date: an invoice by its invoice date, a payment by its payment date. Its link opens the list for that same period. What falls outside the period isn't hidden: under the item you'll see "+4 outside this period", which opens the whole list. An invoice that has been overdue since last December doesn't disappear in January.

Your revenue

One row at the top of the page sets what everything under it counts: the period (This year, Last year, This quarter, Last 12 months, or Custom for exact dates), by month or by quarter, and turnover with or without VAT. It's shown without by default, because that VAT was never yours.

Revenue per month or quarter shows each period as a card — the figure, the change against the same period a year earlier, the number of invoices and the average — or as a chart against last year, per period or as a running total. Click a card to open the invoices behind its figure. The page remembers which view you picked.
Money on its way shows what's still unpaid from the period as one bar: not due yet, then 1–30, 31–60, 61–90 and over 90 days late. Each part opens exactly the invoices it counted.
Revenue by country and by origin are drawn as bars. Click one and the whole dashboard narrows to that country or origin. It shows up in the filter row; click it there to see everything again.

Open invoices lists the unpaid invoices from the period you're looking at. Unpaid invoices from before it aren't lost: under the list you'll see "+3 outside this period", which opens every invoice that's still unpaid, whatever its date.

The figures are worked out per period and kept ready, so the page opens straight away however many invoices you have, and they follow your invoices — change, pay or delete one and they move with it, so there's nothing to refresh. Revenue by country counts each invoice under the country it was billed to: if a customer moves, their earlier invoices stay where they were sent.

Every card folds shut, and the dashboard remembers which ones you left open.

Warnings before they become problems

If you're approaching a VAT threshold — the EU OSS limit, or the Dutch KOR ceiling — the dashboard says so while you can still do something about it, rather than after you've crossed it. These are the only warnings at the top of the page; everything else that needs doing is in the list above.

Old drafts that are still holding stock

A draft invoice reserves the stock on it, so the goods you have promised aren't counted as available for anything else. That's what you want while an offer is live — and less so when the offer has been sitting there since spring.

The dashboard lists drafts that have been holding stock for more than a month and haven't been touched since. Nothing is released automatically. Whether an old offer still stands is a judgement about a customer, not something we can work out for you, so this is a list to read rather than a warning to clear.

Click it to see the drafts. Send them, or clear the lines that aren't going anywhere, and the stock frees up.