NEW FEATURES
Redesigned Homepage
We’re excited to introduce a completely updated dashboard, transforming how you monitor and manage your business operations! Say goodbye to endless email searches and scattered information. Our new unified dashboard puts all your critical business insights and actions in one powerful, intuitive space.
Key Features:
🌟Business Metrics at a Glance: Monitor your business health instantly with key metrics prominently displayed. Track total sales, refunds initiated, and net revenue all from one central location.
🌟Payment Processing Hub: Stay on top of your cash flow with real-time payment tracking. Validate customer payments, monitor settlements, and track payouts to your bank account—all in one place.
🌟Past Due: Never miss out on potential revenue with our enhanced past due invoice tracking, showing lifetime outstanding payments and encouraging timely follow-ups.
🌟Recent Activity: Maintain perfect accountability with our detailed activity tracking system, highlighting important actions and changes across your account.
How It Works:
Financial Overview
- Track total sales, refunds, and net revenue in real-time with intuitive visualizations
- Export data easily for accounting and analysis with detailed reporting
Payment Processing
- View incoming payments, track settlements, and monitor bank deposits in real-time
- Validate payments and export detailed CSV reports for accurate record-keeping
Past Due Management
- Track lifetime outstanding payment totals and overdue invoices by age and amount
- Get actionable insights and generate automated follow-up reminders for collection
Activity Tracking
- Monitor all account activities and filter events by type (new items, inventory, invoices)
- Track user actions and maintain detailed audit trails for enhanced accountability
Pro Tip
Start each day by reviewing your “Past Due” invoices and checking your “Recent Activity Log” to stay on top of cash flow and maintain clear visibility.
Our enhanced dashboard brings all your critical insights into one unified space, helping you make faster, smarter decisions for your business. 🚀
OTHER UPDATES
EIN Display on Invoices + Receipts
Easily display or hide your EIN on receipts and invoice PDFs with a simple checkbox in your business settings. This addition gives you more control over your documentation while ensuring you have everything needed for tax and reporting purposes.
