"I have an IT company, through which I provide services to clients and issue invoices to them according to the services provided, and I want to create a dashboard where I can see all invoices issued both monthly and globally, invoices issued for each client, receipts, outstanding payments, payment deadlines for each invoice and contact addresses to which notifications can be sent if the due date is exceeded. I also want to see the breakdown of overdues by time periods, e.g. less than 5 days, between 5 and 10 days, more than 10 days, etc."
Dependencies:
Invoice Overview Dashboard
Get a comprehensive view of all invoices issued, including total amounts, outstanding payments, and payment deadlines. Visualize your financial data with charts and graphs for better insights.
Monthly and Global Statistics
Track the total number of invoices issued over different time periods, with a breakdown of monthly and global statistics to help you understand your billing trends.
Current Financial Obligations
Monitor outstanding payments and their respective deadlines. This section provides a clear view of what is due and when, ensuring you never miss a payment.
Stay Ahead of Due Dates
View all payment deadlines for each invoice, along with contact addresses for notifications if due dates are exceeded. This helps in managing client relationships effectively.
Analyze Overdue Payments
Get insights into overdue payments categorized by time periods: less than 5 days, between 5 and 10 days, and more than 10 days. This helps prioritize follow-ups.
Client Invoice Overview
Visualize the breakdown of invoices issued per client, with a focus on overdue payments. This section provides insights into overdue periods and allows for easy notification to clients.
Client Contact Management
Easily manage and input client contact addresses to ensure timely notifications for payment deadlines. Integrate seamlessly with your invoice tracking system.
Client Contact Information
Input and manage contact addresses for clients to send notifications when payment deadlines are exceeded.