Dashboard
Revenue Overview
Last 6 months
Invoice Status
Expenses
Last 6 months
Top Clients by Revenue
This Month
Invoices issued this month
Invoices
| # | Client | Issued | Due | Amount | Status | Actions |
|---|
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Estimates
| # | Client | Issued | Expiry | Amount | Status | Actions |
|---|
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New Invoice
Invoice Details
Line Items
New Estimate
Estimate Details
Line Items
Clients
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Expenses
| Date | Category | Client | Description | Amount | Receipt | Actions |
|---|
No expenses recorded. Add your first expense!
Time Tracking
| Date | Client | Description | Hours | Rate | Amount | Status | Actions |
|---|
No time logged yet. Log your first entry!
Recurring Invoices
| Client | Frequency | Next Run | Last Run | Auto Status | Status | Actions |
|---|
No recurring profiles configured. Create one to auto-generate invoices!
Projects
No projects yet. Create your first project to start milestone-based billing.
Project
Milestones
| Milestone | Amount | Due Date | Status | Action |
|---|
Project P&L
Settings
Manage Profile
Update your business name, personal info, and change your account password.
Bank & Payments
Manage your account holder name, bank details, IFSC, and UPI details.
Invoice Defaults
Configure tax rates, default payment terms, and custom notes for new invoices.
Payment Reminders
Automatically nudge clients before and after an invoice is due.
GST Report
Export a GSTR-1-style B2B summary for filing or your accountant.
Theme & Appearance
Switch interface theme modes (Light/Dark) and manage display layouts.
Invoice Templates
Configure layouts (Classic, Modern, Corporate, Bold) for printing invoices.
Logout
Log out of your account and end your active session securely.
Audit Log
Every significant action — real time
| TIMESTAMP | RESOURCE | ACTION | ENTITY | CLIENT | ACTIONS |
|---|
No activity yet — start creating invoices, clients, or expenses.