Saflio Insights
Dashboard
Your invoicing business at a glance.
Outstanding
$0.00
Overdue
$0.00
Paid (MTD)
$0.00
Invoiced (MTD)
$0.00
🔁 MRR
$0.00
monthly recurring revenue
👥 Active subs
0
currently billing
📈 ARPU
$0.00
avg revenue per subscriber
📉 Churn (30d)
0%
canceled in last 30 days
Outstanding by age
Needs attention
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Cash flow — last 6 months
Recent activity
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Customer workspace
Select a customer…
👥
Select a customer to view their open invoices, payment history, and details. 🧾
Select an invoice from the customer history to preview it here. Customers
Clients you bill. Select one to see their full history.
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👥
Select a customer to view their open invoices, payment history, and details. Invoices
Create, send, and track invoices.
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🧾
Select an invoice to view its details, send it, or record payment. Subscriptions
Recurring billing — invoices auto-created on schedule.
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🔁
Select a subscription to view its schedule, billing history, and actions. Payments
Invoices awaiting payment, payments received, and receipts — all in one place.
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💳
Payments and receipts appear here as they come in. Products/Jobs
Your catalog of billable items — pick one when building an invoice.
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📦
Select a product or job to see its details, or add one to your catalog. Branding
Logo, accent color, and template default — applied to every invoice.
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Settings
Invoice numbering, defaults, and payment info.
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