Dashboard

The dashboard serves as your home page, greeting you immediately upon logging in. It provides a comprehensive overview of your business and provides swift access to various sections of .

Customize Your Dashboard

To customize the elements displayed on your dashboard, click the grid icon located at the top-right corner of the screen. A selection of options will be revealed, allowing you to enable / disable specific buttons, graphs, and statistics.

Tailor your dashboard to the unique needs of your business!

Quick Navigation

Your dashboard includes several buttons that allow for quick navigation to key areas of .

Virtual Terminal→Invoices→Customers→Batch Manager→Inventory→Reporting→

Revenue Graphs

Your dashboard includes several graphs that provide a recent summary of your business's revenue.

Settlements - Visualizes a recent summary of settled credit transactions.
Sales - Visualizes a recent summary of open credit transactions.
ACH Sales - Visualizes a recent summary of ACH cash transactions.

Quick View Stats

Your dashboard includes several statistical displays that offer insightful information about your business.

Outstanding Invoices - The number of active and unpaid invoices within your database.
Upcoming Billing - The number of recurring bills expected to be collected within the next 7 days.
Paid Invoices - The number of invoices that have been paid by customers.
Overdue Invoices - The number of active and unpaid invoices that are past their due date.
Customer Count - The number of customers registered within your database.

Virtual Terminal