The Outstanding Invoices chart on the Dashboard is an interactive view of outstanding invoices by customer. This information can help you focus collection efforts on specific customers. You can change the view, print the chart, or download an image of the chart.


Changing the View


You can hover over a section of the pie chart to see the customer and total amount of outstanding invoices for that customer. To highlight a section of the chart for printing or download, click on that customer section of the chart.




To remove a customer's information from the chart, click on the customer name in the legend. That line turns gray to indicate that it is no longer reflected in the chart. To return the information to the chart, just click the customer name again.




Printing the Chart


To print the chart, complete the following steps:

  1. Change the view of the chart as desired by highlighting a customer section or removing one or more customer sections.
  2. Select the context menu icon  on the right.
  3. Select Print Chart.


Downloading the Chart


To download an image of the chart, complete the following steps:

  1. Change the view of the chart as desired by highlighting a customer section or removing one or more customer sections.
  2. Select the context menu icon on the right.
  3. Select one of the following formats:
    • Download PNG image
    • Download JPG image
    • Download PDF document
    • Download SVG vector image