Total Receivables
$0.00
0 open invoices
Overdue Receivables
$0.00
0 overdue
Total Payables
$0.00
0 open bills
Collected
$0.00
0 paid
Tasks due
Recent invoices
Recent bills
Payments received — every payment recorded against an invoice, including
applied retainer credit. Record one from the invoice list (Payment button) or a customer profile.
Tasks & reminders
Invoiced
$0.00
excl. drafts, by issue date
Collected
$0.00
payments in range
Expenses
$0.00
bills by bill date
Net (Invoiced − Expenses)
$0.00
Income by service
Expenses by account
Top customers (invoiced)
Receivables aging (open invoices)
Payments by method
Payments by customer
Activity log
admin only · uses the date range above
Custom report
uses the date range aboveChoose options and run.
Chart of Accounts is the ledger backbone: income accounts receive invoice
revenue (via each service's mapping), expense accounts categorize bill lines, and the
balance-sheet accounts are here for your bookkeeper. Archive what you don't use — archived
accounts disappear from pickers but stay on history.
Accounts
Services are the verticals offered on invoices. Add new ones below, rename
or re-map them to an income account any time, and archive what you no longer
sell — archived services disappear from the invoice editor but stay on historical invoices.
Service verticals
—
Invoices
Payments received
Timeline
Open tasks
Files
Team members
Invoice details
Bill to
Line items
| Item details | Service vertical | Qty | Rate | Amount |
|---|
Notes & payment
Subtotal$0.00
Discount ($)
Tax rate (%)
Tax$0.00
Total$0.00
Bill details
Vendor
Line items
| Item details | Expense account | Qty | Rate | Amount |
|---|
Attachments
Paste links to the vendor's PDF or receipt (Google Drive, Dropbox, email link…).
Tip: in Drive, right-click the file → Share → Copy link.
Notes
Subtotal$0.00
Tax ($)
Shipping ($)
Total$0.00