Understanding your dashboard

From top to bottom, the dashboard shows:

• A setup checklist, until you've finished setting up
• An Autopilot card, when monthly invoices have been drafted from last month's completed work. Click Review & send to go through them
• Needs attention, when something is waiting on you
• A Today banner, when there's work scheduled for today. It links to your Today board
• Upcoming work
• Your money summary cards
• The Revenue chart
• Recent payments

The dashboard works the same on the Free and Pro plans. Free accounts with some activity also see an upgrade card.

Biller uses your industry's words for things. If you walk dogs, for example, jobs are called walks and clients are called pet parents.

This card only appears when there's something to act on. It can include:

• Overdue invoices: open invoices more than 30 days past their issue date, with the total unpaid. Links to your overdue invoices
• Completed work ready to bill: finished jobs that haven't been invoiced yet, with a Generate invoice button. Work for clients billed monthly is shown separately, as the amount still accruing toward their monthly invoice
• Pending requests: booking requests waiting for your approval
• Packages running low: a client's prepaid package that is close to running out of visits
• Payments to review: payments whose amount matches an open invoice, but where Biller couldn't be sure which invoice they're for. See Matching payments to invoices

Your next five scheduled jobs. The card also links to pending requests, and has a Schedule a job link for adding work to your calendar.

• This month, This quarter, and This year: payments received in the current calendar month, quarter, and year
• Outstanding: the unpaid balance across all open invoices. Click it to see open invoices
• Overdue: the unpaid balance on invoices more than 30 days past their issue date, with how many invoices that is, or "All on time". Click it to see overdue invoices

Outstanding and Overdue only appear when you have money outstanding. An invoice stops counting once it has a payment date, whether a matched payment set it or you did.

The Revenue chart shows the CAD payments you've received, from your first payment up to today. Switch between Daily, Weekly, Monthly (the default), and Yearly, and use the arrows to scroll back through time.

Your five most recent payments, each with the sender's name, the date received, and the amount in its currency. Click a payment to open it. For your full list, go to Payments in the sidebar.