Dashboard

The Dashboard provides a centralized overview of billing activity, customer statistics, and upcoming invoice schedules. It serves as the main landing page for administrators after logging in to Kwiqli. 

 From the Dashboard, administrators can quickly monitor invoice activity, track outstanding balances, and navigate to all major modules within the platform. 

 

 

 Accessing the Dashboard 

 After logging in to the Kwiqli Admin Portal, the Dashboard opens automatically. 

 You can return to the Dashboard at any time by clicking the Dashboard tab in the top navigation menu. 

 

 

 Dashboard Navigation 

 The top navigation menu provides quick access to all major Kwiqli modules: 

 

 

 Dashboard 

 

 

 Customers 

 

 

 Products 

 

 

 Invoices 

 

 

 Settings 

 

 

 Activity Logs 

 

 

 Support 

 

 

 Sign Out 

 

 

 

 

 Invoice Schedule 

 The Invoice Schedule section displays upcoming scheduled invoice runs organized by billing date. 

 Each schedule card displays: 

 

 

 Billing Date 

 

 

 Customer Name 

 

 

 Associated Invoice Number (if generated) 

 

 

 This section helps administrators: 

 

 

 Monitor upcoming invoice generation 

 

 

 Verify billing schedules 

 

 

 Track recurring customer invoices 

 

 

 

 

 Last 90 Days Summary 

 The Last 90 Days widget provides a billing summary for recent invoice activity. 

 Displayed metrics may include: 

 Total Invoices 

 Displays the total number of invoices generated during the selected time period. 

 Total Amount Due 

 Displays the total outstanding invoice balance. 

 Current Amount Due 

 Displays invoice balances that are currently due but not overdue. 

 Past Due 

 Displays overdue invoice balances requiring follow-up. 

 This section helps administrators: 

 

 

 Monitor accounts receivable 

 

 

 Track billing performance 

 

 

 Review overdue balances