Dashboard
Welcome back — here's what's happening
Revenue Overview
Monthly revenue for the last 6 months
Invoice Status
Recent Invoices
| Customer | Invoice # | Amount | Due Date | Status |
|---|
Top Customers
Customers
Manage your customer database
| Customer | Company | Type | Invoices | Total Billed | Added | Actions |
|---|
Invoices
Manage and track all your invoices
| Invoice # | Customer | Issue Date | Due Date | Amount | Status | Actions |
|---|
Automations
Configure automated invoice workflows and reminders
Reports & Analytics
Financial overview for your business
Monthly Revenue
Invoice Status Breakdown
Top 5 Customers by Revenue
Outstanding vs Collected
Settings
Configure your account and business profile
Business Profile
This information appears on all of your invoices and communications.
Billing Details
Bank and payment details shown on your invoices.
Branding & Logo
Customise how your invoices look to clients.
Click to upload or drag and drop
PNG, JPG or SVG · Max 2MB · Recommended 400×120px
Invoice Defaults
Set default values applied when creating new invoices.
Notifications
Control which email alerts you receive.
Invoice Sent Confirmation
Receive an email when an invoice is delivered successfully.
Invoice Viewed Alert
Get notified when a client opens your invoice email.
Payment Received
Alert when an invoice is marked as paid.
Overdue Invoice Alert
Notification when an invoice passes its due date unpaid.
Weekly Summary Report
Receive a weekly digest of invoicing activity.
Password & Security
Keep your account safe and secure.
Two-Factor Authentication
Add an extra layer of security to your account on each sign-in.
Subscription & Billing
Manage your InvoiceFlow subscription plan.
Current Plan
Pro — £35/month
Next billing date: 1 April 2026
What's included in your Pro plan:
Unlimited Invoices
Unlimited Customers
Recurring Invoice Automation
Payment Reminders
Analytics Dashboard
Priority Support
Quotes & Estimates
Create and manage quotes before converting to invoices
| Quote # | Customer | Date | Valid Until | Amount | Status | Actions |
|---|
Expenses
Track business spending, receipts and categories
| Date | Description | Category | Amount | Receipt | Tax | Actions |
|---|
Products & Services
Manage your product and service catalog for quick invoicing
| Name | Type | Price | Tax Rate | Unit | Status | Actions |
|---|
Bank Reconciliation
Match bank transactions to invoices and expenses automatically
| Date | Description | Amount | Type | Match | Status | Actions |
|---|
InvoiceFlow AI
● Online
Bills & Payables
All Bills
| Date | Vendor | Description | Amount | Due Date | Status | Actions |
|---|
Inventory & Orders
Stock Levels
| Product | SKU | In Stock | Reorder Level | Status | Actions |
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Recent Orders
| Order # | Type | Party | Total | Status | Actions |
|---|
Lead Management
Appointments
Upcoming Appointments
| Date & Time | Client | Subject | Duration | Location | Status | Actions |
|---|
Notes & Tasks
Tasks
Notes
Budgeting
Custom Report Builder
Configure Report
Report Output
Select a report type and click Generate
Tax Hub
VAT Returns
| Period | Output VAT | Input VAT | Net | Status | Actions |
|---|
Self Assessment / MTD
CIS (Construction Industry Scheme)
Fixed Assets Register
| Asset | Date Acquired | Cost | Depreciation | Net Book Value | Category | Actions |
|---|