Dashboard Overview
Understand the main SettleWise dashboard and navigation
Dashboard Overview
The SettleWise dashboard is your central hub for managing invoices, payments, customers, and more.
Video coming soon1:30
Main Sections
Invoices
View and manage all your invoices. You can:
- Create new invoices
- Search and filter invoices
- View invoice details
- Send invoices to customers
- Track payment status
Payments
Track all payments received:
- View payment history
- Record manual payments
- Match payments to invoices
- Process refunds
Customers
Manage your customer database:
- View customer profiles
- Check credit balances
- View payment history
- Manage customer information
Credits
Handle credit memos and customer credits:
- View all credit memos
- Issue refunds
- Rollover credits to next season
- Transfer balances between customers
Navigation
The sidebar provides quick access to:
- Dashboard - Overview and statistics
- Invoices - Invoice management
- Payments - Payment tracking
- Customers - Customer database
- Credits - Credit memo management
- Reports - Financial reports
- Settings - Organization and user settings
- Docs - This documentation
Quick Actions
From the dashboard, you can quickly:
- Create a new invoice
- Record a payment
- Search for customers or invoices
- Access the AI assistant