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Use the dashboard

See revenue, payment, estimate, receivable, payable, and recent activity at a glance.

Open in Invoice Aura

What to do

  1. 1

    Choose a chart

    Compare invoiced, estimated, received, or expense totals.

  2. 2

    Choose a period

    Use a standard period or apply custom dates.

  3. 3

    Open a result

    Use account cards and recent activity to reach the source record.

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