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Good evening
A quick look at what came in, what is still open, and what needs a follow-up.
Create invoice
Create with Umano
Create estimate
New job
Open schedule
Add customer
Record payment
View invoices
Today
Open schedule
Start here
Set up the business once, then create the first invoice with less typing.
Load demo data
1. Add company info
Your logo, phone, notes, policies, colors, and payment link show on every invoice.
Open settings
2. Add first customer
Save the customer once so future invoices and payments are faster.
Add customer
3. Create invoice
Add line items, preview the PDF layout, then send or download the invoice.
Create invoice
Collected this month
$0.00
0 payments
No prior-month change
Outstanding balance
$0.00
0 open invoices
No prior-month change
Overdue balance
$0.00
0 overdue
No prior-month change
Average invoice
$0.00
0 invoices
No prior-month change
Expenses this month
$0.00
0 expenses
No prior-month change
Revenue & net profit
Click any month to see the revenue, costs, and profit breakdown.
Revenue
Net profit
Invoice mix
What is paid, open, or overdue right now.
Estimated profit improves once job costs are tracked.
Needs your attention
Collected cash audit
Review which payments and paid invoice amounts are included this month.
This month
$0.00
View audit details
Recent invoices
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Recent payments
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