🧾 Revenue & Invoices
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Collected
—
Outstanding
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Overdue
—
Net Profit
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Expenses + Bills
—
Invoices
🏢 Operations
🏦
Accounts
—
—
📋
Bills Due
—
Outstanding
🗂
Projects
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Active
🏪
Vendors
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Active
👥
Employees
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Active
💼
Payroll
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Paid this period
📊 Monthly Revenue (12 months)
💸 Expenses by Type
🧾 Recent Invoices
| Invoice | Client | Project | Status | Amount |
|---|---|---|---|---|
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💳 Recent Payments
| Date | Client | Account | Amount |
|---|---|---|---|
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🗂 Active Projects
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📋 Open Bills
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⏰ Due in 14 Days
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🏆 Top Clients
| Client | Invoices | Billed | Collected |
|---|---|---|---|
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| Invoice # | Client | Issue Date | Due Date | Total | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|
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Recurring Profiles
Manage subscriptions and auto-generating invoices.
| Client | Frequency | Next Invoice Date | Generated | Status | Actions |
|---|---|---|---|---|---|
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Total Quotes
0
Awaiting Response
0
Accepted
0
Declined
0
Converted
| Quote # | Client | Issue Date | Expires | Total | Status | Invoice | Actions |
|---|---|---|---|---|---|---|---|
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| Receipt # | Client | Date | Payment Method | Total | Actions |
|---|
| Client | Phone | Invoices | Total Billed | Outstanding | Status | Actions | |
|---|---|---|---|---|---|---|---|
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| Name | SKU | Category | Unit | Price | Tax Rate | Status | Actions |
|---|---|---|---|---|---|---|---|
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Direct Expenses Total: $0.00
(Bills are tracked separately under Vendors → Bills)
| Date | Description | Category | Vendor | Amount | Billable | Actions |
|---|---|---|---|---|---|---|
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Select a Report Type
Choose a report type and date range above, then click Generate
📊 Overview
💰 Revenue
👥 Clients
📦 Products
💸 Expenses
⏳ Aging
🏪 Vendors
💼 Payroll
🗂 Projects
—
Total Revenue
—
Total Expenses
—
Net Profit
—
Invoices
—
Paid
—
Overdue
—
Outstanding
—
Active Clients
💰 Monthly Revenue (12 mo)
🥧 Invoice Status Distribution
🏆 Top Clients by Revenue
| Client | Company | Billed | Paid | Due |
|---|
📦 Top Products by Revenue
| Product | Qty Sold | Revenue |
|---|
👤 Users & Access Control
| User | Role | Created | Actions | |
|---|---|---|---|---|
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🔐 Privilege Reference
Admin
- Full access to all modules
- Manage invoices, clients, quotes
- Configure settings & gateways
- Manage users & permissions
- View all reports & export data
User
- Access invoices, clients, quotes
- Create and manage own records
- View dashboard & reports
- Cannot manage users or settings
- Cannot configure payment gateways
Active Employees
—
Monthly Payroll Cost
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Paid This Month
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Days Off (Month)
—
🧑💼 Employee Registry
| Employee | Position / Dept | Salary | Total Paid | Status | Actions |
|---|---|---|---|---|---|
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Active Vendors
—
Total Billed (YTD)
—
Total Paid (YTD)
—
Pending Bills
—
🏪 Vendor Directory
| Vendor | Category | Contact | Bills | Total Billed | Direct Exp. | Outstanding | Paid (Unmatched) | Actions |
|---|---|---|---|---|---|---|---|---|
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Active Employees
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Total Net Pay (Month)
—
Total Gross (Month)
—
Pending Payroll
—
💼 Payroll Register
| Employee | Pay Date | Period | Base | Bonus | Deductions | Tax Ded. | Net Pay | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Total Bills
—
Total Billed
—
Total Paid
—
Outstanding
—
| Bill # | Vendor | Project | Type | Issue Date | Due Date | Status | Total | Paid | Outstanding | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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Total Projects
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Active
—
Completed
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On Hold
—
| Project | Client | Status | Budget | Invoiced | Expenses | Dates | Actions |
|---|---|---|---|---|---|---|---|
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Total Accounts
—
Total Balance
—
Last Updated
—
| Account | Type | Bank | Currency | Opening | Balance | Actions |
|---|---|---|---|---|---|---|
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Company Information
Invoice Defaults
Tax & Currency Settings
💳 Payment Gateways
Configure Stripe, PayPal, Razorpay, etc.
0
Enabled Gateways
$0
Total Volume Processed
0
Active Links
0
Total Transactions
| Invoice | Client | Gateway | Amount | Status | Created | Expires | Actions |
|---|
$0
Gross Volume
$0
Processing Fees
$0
Net Settled
0
Transactions
| Date | Invoice | Client | Gateway | Txn ID | Gross | Fee | Net | Status |
|---|
Webhook Endpoints
Configure these endpoints in your respective payment gateway dashboards so InvoiceFlow can automatically mark invoices as paid when transactions succeed.
🔄 Data Import & Export
Import records from CSV or Zoho Invoice, or export your data to CSV.
Export Data
Download a complete CSV backup of the selected module.
Import Data
Upload a CSV file to import records. If using Zoho, ensure you select the Zoho format above.