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Home Screen & Key Figures

The Billance home screen shows outstanding receivables, revenue, expenses and open tasks at a glance – per company profile.

2 min readDesktopMobileLast updated on September 6, 2026

Instructions for the Billance desktop app on Windows, macOS and Linux.

The home screen sums up how your business is doing right now: outstanding receivables, revenue, expenses and everything that needs attention. All values refer to the company profile that is currently selected.

What the home screen shows

  • Monthly balance with income, payouts and the comparison to the previous month
  • Receivables with the total open amount and the overdue share
  • To pay with the open liabilities from your expense receipts
  • To do with overdue invoices, unreviewed receipts and receipts without a category
  • Key figures such as monthly revenue, payments received, open quotes, active reminders and active recurring invoices
  • Recently edited documents so you can pick up where you left off

Without a company profile the home screen stays empty

Key figures are derived from the documents and receipts of a company profile. As long as no profile has been created or selected, the home screen shows a note with a link to My Company instead.

Period and currency

The monthly comparison can be switched to a different month. Invoices in a foreign currency are converted into your main currency for the analysis so that totals stay comparable.

Desktop app

Customize the view

The menu in the header of the home screen lets you show or hide individual sections and change their order. That way you keep exactly the figures in sight that matter to you. The selection applies per device.

Figures look wrong?

  • Check whether the correct company profile is selected
  • Drafts do not count as revenue, only finalized documents do
  • The payment status of an invoice decides whether it counts as open or paid
  • Receipts without a category deliberately appear under To do so nothing is missing from your analysis

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Analyze Expenses

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Manage Open Payables

Keep track of open liabilities: due dates, partial payments, cash discount and the status of an incoming invoice.

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