Dashboard
Total LPO Value
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Total Paid
Settled invoices
Accepted
Awaiting payment
Outstanding
Pending + Under pmt
Total Revenue
All sales
Total Profit
Gross margin
Active Customers
Active accounts
Active LPOs
Purchase orders
Monthly Revenue vs Profit
Invoice Status
Recent Invoices
InvoiceCustomerDescriptionTotalDateStatus
LPO Management
Purchase Orders
All LPOs
LPO NumberCustomerTitleTotal ValueDateStatus
Invoice Tracker
Paid
Accepted
Under Payment
Pending
All Invoices
Invoice NoCustomerDescriptionQtySubtotalVATTotalDateStatus
Sales Analytics
Revenue by Customer
Revenue by Product
Sales Detail
MonthCustomerProductQtyUnit PriceRevenueCostProfitMargin
Customer Accounts
Customer Details
NameContactEmailPhoneInvoicesTotal BilledStatus
Products & Pricing
User Management
UsernameFull NameRoleLast LoginStatus
My Account
Line Items
ProductUnitQtyUnit PriceSubtotalVATTotal
Digital Signatures
Company Details
Email / SMTP Settings
For Gmail: use an App Password (Google Account → Security → 2FA → App Passwords)
Job Cards
All Job Cards
IDCustomerTechnicianVehicleDateServices
Payment Vouchers
All Vouchers
IDInstallerCustomerVehiclesDateTotalStatus
Billing Cycle 2026
Total Billed
Paid
Billed (Awaiting)
Pending
Monthly Billing by Customer 2025
ClientUnitsAnnual AmountMonthly Amount% of Total
TOTAL
Monthly Billing
Billing by Client
Billing Entries
ClientServiceQtyRateAmountMonthStatusPayment