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
Loading…
Cash flow — last 6 months
Recent activity
Loading…

Customers

Clients you bill. Select one to see their full history.

Loading…
👥
Select a customer to view their open invoices, payment history, and details.

Command Center

Manage your Collect companies and their teams.

New company

Invoices

Create, send, and track invoices.

Loading…
🧾
Select an invoice to view its details, send it, or record payment.

Subscriptions

Recurring billing — invoices auto-created on schedule.

Loading…
🔁
Select a subscription to view its schedule, billing history, and actions.

Payments

Invoices awaiting payment, payments received, and receipts — all in one place.

Loading…
💳
Payments and receipts appear here as they come in.

Products/Jobs

Your catalog of billable items — pick one when building an invoice.

Loading…
📦
Select a product or job to see its details, or add one to your catalog.

Work Orders

Support time, by visit. Log the problem and the resolution, bill it by the hour.

Loading…
🗒️
Select a work order, or press “New Work Order” to log a visit.

Branding

Logo, accent color, and template default — applied to every invoice.

Loading…

Settings

Invoice numbering, defaults, and payment info.

Loading…