Dashboard
A quick status view of the active workspace plus shortcuts for common work.
Status cards
| Card | Meaning |
|---|---|
| Customers | Customer records in this workspace. |
| Products | Products in the catalog. |
| Open balance | Money still owed on open invoices. |
| Draft invoices | Invoices started but not finalized. |
Create menu
- Invoice — opens Create Invoice.
- Quick Sale — immediate checkout and receipt.
- Customer — opens Add Customer.
Workspace
All totals reflect only the active workspace.