Dashboard Overview

Main Navigation

The OpenInvoice dashboard is organized into several main sections:

Dashboard

The Overview page provides a high-level view of your business:

• Key Metrics - Total revenue, outstanding invoices, paid invoices
• Revenue Charts - Visual representation of your income over time
• Invoice Status Distribution - Pie chart showing invoice statuses
• Sales Performance - Bar charts and trends

Invoicing

The invoicing section includes:

• Invoices - View, create, and manage all invoices
• Recurring Invoices - Set up and manage recurring invoice templates
• Customers - Manage your customer database
• Products - Maintain your product/service catalog

Kanban

Visual invoice workflow management:

• Drag and drop invoices between status columns
• Quick status updates
• Visual overview of your invoice pipeline

Reports

Advanced reporting features:

• Custom Reports - Build custom reports
• Customer Lifetime Value - Analyze customer value
• Forecasting - Financial forecasting tools

Settings

Configure your account and workspace:

• General Settings - Account preferences
• Branding - Company branding and logo
• Templates - Invoice template management
• Payments - Payment processing configuration
• Tax - Tax settings and profiles
• Notifications - Email and notification preferences
• AI Configuration - AI features setup (optional)

Key Interface Elements

Command Palette

Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) to open the command palette. This allows you to:

• Quickly navigate to any page
• Search for invoices, customers, or products
• Perform common actions

Workspace Switcher

Located in the top navigation bar, allows you to:

• Switch between workspaces
• Create new workspaces
• Manage workspace settings

User Menu

Access your profile, settings, and sign out from the user menu in the top right.

Keyboard Shortcuts

OpenInvoice includes keyboard shortcuts for common actions:

• d + d - Go to Dashboard
• i + i - Go to Invoices
• r + r - Go to Recurring Invoices
• c + c - Go to Customers
• p + p - Go to Products
• Cmd/Ctrl + K - Open command palette

Invoice Details Page

When viewing an invoice, you'll see a left sidebar with sections:

• Details - Invoice information and line items
• Payments - Payment history and add payments
• Emails - Email history and send invoice
• Notes - Internal notes and comments
• Reminders - Payment reminder history

Best Practices

1. Organize with Workspaces - Use separate workspaces for different businesses or clients
2. Use the Product Catalog - Save time by adding products to your catalog
3. Set Up Recurring Invoices - Automate regular billing
4. Configure Branding - Make your invoices professional with custom branding
5. Track Payments - Record all payments to keep accurate financial records

Next Steps

• Creating Invoices - Learn how to create invoices
• Managing Customers - Set up your customer database
• Payment Processing - Accept online payments