Invoice PrimeX

Dashboard

Business finance command centre

Welcome to Invoice PrimeX

Move from quotation to verified payment and management reporting without duplicating your admin.

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Total sales

R 5,550.00

R 3,750.00 invoiced · R 1,800.00 cash

Verified cash received

R 0.00

Bank verified & posted

Outstanding receivables

R 3,750.00

R 3,750.00 overdue

Cash on hand

R 600.00

R 1,200.00 deposited

Sales trend

Invoice value for the last 6 months

View reports
R 120.00
Apr
R 180.00
May
R 130.00
Jun
R 90.00
Jul
R 160.00
Aug
R 3,800.00
Sep

Action centre

Items that may affect your financial reporting

1Proofs awaiting verificationVerify payments →
1Unreconciled bank transactionsOpen reconciliation →
1Overdue invoicesFollow up →
0Contracts awaiting signatureReview contracts →
1Cash sales not fully depositedReview cash →

Recent documents

Connected sales workflow

INV-2026-0001Invoice · Ubuntu Trading (Pty) Ltd
Payment Submitted
CTR-2026-0001Contract · Ubuntu Trading (Pty) Ltd
Active
QT-2026-0001Quotation · Ubuntu Trading (Pty) Ltd
Accepted

Data quality

Management reporting readiness

0%reconciled
Bank reconciliation0%
Unreconciled transactions1
Pending payment verification1
Undeposited cashR 600.00
Review data quality