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How to view Dashboard on invoice ninja

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To view Dashboard on Invoice Ninja

For over a week, as a part of Invoice Ninja series, we have made several tutorials on various modules available on Invoice Ninja. In that line, we are going to see about the method to view Dashboard on Invoice Ninja. Invoice Ninja is a free, open-source solution for invoicing and billing customers. The concerned clients can print the invoices, download them as PDF files, and even pay the vendor from online from within the system. It also supports 45 integrated payment gateways to send invoices to customers within seconds.


To view Dashboard

In Invoice Ninja, the first page that appears on your screen after you log into Invoice Ninja is the dashboard and it displays several information such as the overview of total expenditure, Revenue and actions taken. You can customize the view on dashboard by day, week or monthly basis.

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The user or admin activities are tracked in the dashboard

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An activity can be anything done on Invoice Ninja, here a new client is created using Invoice Ninja.


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Once an Activity is created, it will be reflected on the Activity area in the dashboard.
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With this, the series of Invoice Ninja tutorials comes to an end.

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Frequently asked questions ( 5 )

Q

How so I set up automatic reminder emails to send to clients whose invoices are still unpaid?

A

Go to Advanced Settings/ Templates & Reminders. Scroll down to Reminder Emails. You can send up to three automatic reminder emails. Make sure to check “Send automatically” and define a time

Q

I want to change my log-in password. How do I do that?

A

Go to Settings > User Details and scroll down to the Change password button.

Q

Is Invoice Ninja free?

A

Yes! Invoice Ninja offers a totally free package. It’s a robust invoicing program that gives all the features that a freelancer or small business needs.

Q

Does archiving a client affect the client’s balance?

A

No, archiving a client will not affect the client’s balance. Deleting a client will remove all client details, including the balance.

Q

Where can I view the client’s portal?

A

To view a client’s portal, go to their Client Overview page by clicking on the client’s name in the table on the Clients list page. Click View Portal, which appears just below the Contacts s

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