Sales Management

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Features Getting Started

Dashboard Reports

A Dashboard is available in the Invoices section, both on mobile and in the web account. It enables to monitor the Cashflow with Total Amounts To Be Received and Overdue, as well as Amounts Paid. Charts also show Top Customers and Most Invoiced Products.

In the Sales web account Options menu / Display tab, there is a setting to choose whether to display the Dashboard or the list of Open Invoices directly.

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