Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Recent Lists on the Dashboard
Recent orders, invoices, clients and activity, and your top services by revenue.
At the bottom of the Dashboard, short lists show your latest orders, invoices and clients, the newest activity, and the services that earn the most.
Overview
Each list shows the four newest records in the chosen period and links to the full page.
Who Can Access
Recent Orders
The four newest orders with their client, service, amount, status and date. It leaves out cancelled orders and orders that have no invoice yet. The menu on each row opens the order; View All opens Orders.
Recent Invoices and Recent Clients
The four newest invoices, with client, amount and status, and the four newest clients, with their email, the date they joined and whether their portal access is Active. Each has View All.
Recent Activity
The four newest events from the three lists above, mixed together by date.
Top Services by Revenue
Your five best-earning services, counted from paid invoices only: how many were paid for and the revenue they brought in. View All opens Services.
