Documentation
The dashboard is where invoice follow-up becomes visible, not guesswork.
The dashboard is designed for operators who need to see what money is still being chased, what is due soon, and which accounts deserve attention first.
Steps
How to handle dashboard in ChaseNow
Use the time filter to narrow the dashboard to the period you care about.
Review outstanding, expected, collected, and paused figures first.
Use due-soon and recovery blocks to identify which invoices need attention.
Open an invoice directly from the board when you need to pause, resume, or mark it paid.
Dashboard view
Collections status grouped into clear operating signals
Notes
Operational notes
The dashboard is an operating layer for collections, not a replacement for accounting reports.
If figures look wrong, first verify invoice status accuracy in the underlying records.
Collections reporting only works when invoice states stay current.
FAQ
Is the dashboard supposed to replace accounting software reports?
No. It is focused on receivables follow-up and collection state, not full bookkeeping.
What should I check first every week?
Start with outstanding totals, due-soon invoices, and accounts that are still actively being chased.
Related pages
Next step
Use the docs, then put the workflow to work.
The goal of the documentation is not to describe software in the abstract. It is to help you get an invoice into ChaseNow and keep the follow-up moving.