Set up an accounts receivable dashboard using invoice reports

Set up an accounts receivable dashboard with ready-made reports to quickly understand the status of your invoices. The dashboard contains the following reports:

• Expected vs Actual revenue by month.
• Invoices paid on time.
• Balance due over time.
• Open invoices.
• Past due invoices.
• A/R aging summary.
• A/R aging report (Professional and Enterprise subscriptions only).

Set up the accounts receivable dashboard

To set up the dashboard in your account:

• In your HubSpot account, navigate to Commerce > Invoices.
• In the upper right click View invoice reports.

• Click the Accounts Receivable dashboard.

• In the right panel, clear the checkboxes of reports you don't want added to the dashboard, then click Next. 
• Choose your dashboard name, set the user access, then click Create dashboard.
• A prompt will appear at the top of the screen to confirm that the dashboard has been created. Click Go to dashboard to navigate to the new dashboard.

Once you've created your dashboard, you can manage, add reports, and customize it. You can also view the user activity in the dashboard.