When we set out improving Invoices Overview, we had a vision of love. Okay, maybe not love. Fall’s just making me reminiscent for 1990s Mariah Carey. But we had a vision, it was pretty lovable, and it was called graphs.

Our vision grew out of a few basic desires.

  • First, we want you to be able to understand the overall story of your invoices at a glance, so you don’t have to run quite as many reports.
  • Second, we know comparing month-to-month activity is useful to understand progress and invoicing trends, and want to offer easy access to this info.
  • And third, we want to offer a visual way to analyze your invoicing data.

Over the next few days, we’ll release the results of that vision: a visual invoice summary at the top of Overview, including a new graph and two summary numbers. Currently, the graph shows the present year, and we’re working on support for other years as well.

overview-graph

The graph itself will show you the invoices you issued in specific months. If you hover over a month’s bar, we’ll show you some details of the invoices issued in that month: you’ll see how much has been paid and how much remains open.

overview-graph-tooltip

 

We also show you two summary numbers:

  • The total open amount. This includes all unpaid invoices for all time, a great way to know what you need to track down.
  • The total paid amount for invoices issued this year. A simple way to see how much money you’ve brought in for invoices issued since the year began.

overview-numbers

Feel free to let us know your thoughts! We hope you find this new graph useful!

Editor’s Note: Changes were made to this post after it was released, to reflect updates made to the invoice summary graph. The graph’s open amounts now exclude written-off invoices, which is reflected in the monthly bars and the graph’s tooltips.