Read your dashboard

Steps

1. Open Dashboard. The figures cover all time; the line under Earned says what you've earned this month.

2. Read the five figures and the bar under them. The money words explains each one and how they add up.

3. In Today, tap a session to mark it, change it or cancel it without opening the calendar.

4. In To invoice, press Invoice beside a family or student.

   A new invoice opens for them with every session up to their latest one ticked.

5. In Unpaid, press Record payment when a family pays an invoice.

   Record payment opens with that invoice ticked and what's left to pay filled in.

   

6. When the To do card shows, clear its rows. It lists the jobs no figure shows, such as past sessions you haven't marked.

7. Optional: Press See insights to look back over 30 days, 3 months or 12 months.

An example

On 30 September nothing is overdue, so the Unpaid list runs by due date, and it adds up to the Unpaid figure:

INV-2026-0002, Al Mansouri, due Oct 1

AED 290

INV-2026-0003, Al Mansouri, due Oct 12

AED 1,210.50

INV-2026-0006, Al Mansouri, due Oct 13

AED 330

Unpaid

AED 1,830.50

Good to know

• Each list adds up to its figure: the To invoice list to To invoice, the Unpaid list to Unpaid.
• The Unpaid list puts overdue invoices first, the most days overdue first, then the others by due date.
• The To invoice list starts with the oldest session waiting. A row says when automatic invoicing will invoice it, or which draft already holds the sessions.
• Match shows in place of Record payment when money received without an invoice can be linked to that invoice. See Money received without an invoice.
• Families never see your dashboard.
• Prefer three figures and one list? Switch to the Simple dashboard.

If something's not right

Related

• The money words, and how they add up
• The To do card
• Use the Simple dashboard
• Look back with Insights