Manage Invoicing
Dashboard
Click on Cobo Portal, find Invoicing, then click Open to open Invoicing. On the Dashboard page, you can find the following information:
- Invoices Sent - A chart that summarizes the sent invoices. The horizontal axis shows the dates invoices are sent, and the vertical axis represents the amount in USD based on the current exchange rate, with each bar stacked by invoice status. You can select a date range of up to 15 days.
- Unpaid - Displays the value of invoices that have been sent but not yet paid, including both overdue and not yet due amounts, categorized by tokens. You can select a time range from the last 30 days (default), last 90 days, last 120 days, or all available periods.
- Payments Received - A donut chart that displays payments received during the month you select, showing the amount in USD for each token based on the current exchange rate.
- Last Received Payment - Displays the amount of the last received invoice payment in the paid token, along with the client’s name and the payment date.
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