Back to Help CenterGetting StartedExpected Next 30 Days: Open invoices due soon. Overdue Total: Invoices past due date. Collected This Month: Payments received. Collection Effectiveness: Invoices paid within terms.
Understanding Your Dashboard
Real-time overview of your accounts receivable health.
Key Metrics
DSO
Average days from invoice to payment.
Invoices at Risk
60+ days overdue without engagement.
Quick Actions
Sync, send reminders, or view overdue invoices.
Was this article helpful?
Related Articles
- Connecting QuickBooksGetting Started
- Setting Up RemindersGetting Started
- Creating Email TemplatesManaging Reminders