Invoice History and Dashboard: Track What You're Actually Owed

Once you're creating more than a handful of invoices, "let me check my email" stops being a reasonable way to answer "how much have I actually been paid this month, and what's still outstanding." The dashboard is built to answer exactly that, from your real invoice data — no manual spreadsheet required.

What the Dashboard Shows

• Total revenue — the sum of your invoiced amounts
• This month vs. last month revenue — a quick read on whether billing is trending up or down
• Paid vs. unpaid invoice counts — how many invoices are settled versus still outstanding
• Payment success rate — the percentage of invoices marked paid, with a simple progress bar

It's a straightforward summary, not a full analytics suite — but it answers the question that actually matters day to day: what's been paid, and what hasn't.

Why This Beats a Spreadsheet

• It updates itself — every invoice you create and every payment you record feeds the dashboard automatically, with no manual re-entry.
• Nothing gets forgotten — a spreadsheet is only as current as your last update; the dashboard reflects what's actually in the system.
• It's already there — no separate tool to maintain alongside your invoicing.

Recording Payments

When a client pays — in full or partially — record the payment against the invoice (amount, method, and date). The balance due updates automatically, and the invoice's paid/unpaid status feeds straight into your dashboard numbers.

Using the Dashboard Day to Day

• Check it at the start of the week to see what's outstanding before it gets old.
• Compare this month's revenue against last month's to notice a slow month early, while there's still time to do something about it.
• Use the paid/unpaid counts, not memory, when deciding who to follow up with.

Where to Find It

Sign in with Google or a magic link and your dashboard is available as soon as you've created a few invoices. Every invoice you generate through Simple Invoice Maker feeds into it automatically — there's no separate setup step.

Create your first invoice, sign in, and your dashboard starts populating from there.