Invoices
Track drafts, issued invoices, receipts, and allocations.
| Status ↕ | Invoice # ↕ | Client ↕ | Agreement ↕ | Issued ↕ | Total ↕ | Paid ↕ | Balance ↕ | Actions |
|---|---|---|---|---|---|---|---|---|
| No invoices yet. | ||||||||
Welcome Back
Sign in to access your workspace
Sign in to access your workspace
Workspace
Track drafts, issued invoices, receipts, and allocations.
| Status ↕ | Invoice # ↕ | Client ↕ | Agreement ↕ | Issued ↕ | Total ↕ | Paid ↕ | Balance ↕ | Actions |
|---|---|---|---|---|---|---|---|---|
| No invoices yet. | ||||||||
Manage contact info, tasks, prepayments, and client-specific items.
No clients yet.
No inactive clients.
Select a client to view details.
Create reusable items for invoices and client plans.
| NAME ↕ | SERVICE TYPE ↕ | RATE ↕ | TAX TYPE ↕ | DESCRIPTION | ACTIONS |
|---|---|---|---|---|---|
| No reusable items yet. | |||||
Save reusable checklist items for agreements.
No task templates yet.
Shared filters apply to all reports. Export data as needed.
Filters
Set dates, client, tags, and presets. Changes apply instantly.
Leave blank for earliest.
Leave blank for latest.
Defaults to all clients.
Type to search or add tags.
Save and reuse your filters.
Filters apply to invoices, tasks, transfers, and summaries. Leave dates blank to include all time.
Inv. Issued
$0.00
Paid Inv.
$0.00
Unpaid Inv.
$0.00
Retainers Avai.
$0.00
Cash Received
$0.00
Tax Collected
$0.00
Net Income
$0.00
Disbursements
$0.00
Billings vs. Collections
Paid Invoices
Retainer
Tax Breakdown
Cash Inflow
Outstanding balances grouped by age.
Available and historical retainers by agreement.
Totals per client.
Billed items.
Taxes collected by type.
Retainers and invoices transferred between agreements.
Manage users and invitations.
Loading...
| User | Role | Status | Actions |
|---|---|---|---|
| Loading team... | |||
| Label | Rate (%) | Type | Actions |
|---|
Manage reusable tags and automation.
No tags yet.
Set basis/rate/qty/notes applied when tags are present.
Download a full backup of your cloud data or restore from a file.
Manage organizations and global settings.
| Organization Name | Org ID | Created | Status | Actions |
|---|---|---|---|---|
| Loading organizations... | ||||