Read the Home dashboard

Card	What it measures
Overdue bills	The number of overdue unpaid invoices and the outstanding amount on those invoices.
Outstanding	The total remaining balance across unpaid invoices, including bills that are still within terms.
Bills recovered	Bills settled with a recorded cash payment.
Amount recovered	All-time net recorded cash. Staff-entered payments count. Credits and imported opening-balance adjustments are excluded.

Find an invoice to review

Overdue shows the oldest items first. The date badge is yellow at 1–30 days, orange at 31–60 days, and red at 61 days or more. The day count is shown next to the badge. Due soon includes bills due today through the next six days in the firm’s time zone.

Select the Latest activity badge to open the invoice’s history. Select Open to see its balance, details, and available actions. View all invoices opens the full list when there are more items than Home shows.

Treat recorded cash as a ledger total. The dashboard does not attribute it to the Agent or measure eligibility for BillTend’s subscription offer.