Recent Invoices
View all| Number | Client | Status | Amount | Due |
|---|---|---|---|---|
| INV-1042 | Harborline Fencing | Sent | $2,150.00 | Aug 4 |
| INV-1041 | Redstone HVAC | Paid | $4,800.00 | Jul 22 |
| INV-1040 | Northgate Electric | Overdue | $1,275.00 | Jul 18 |
| INV-1039 | Coastal Roofing Co. | Draft | $3,020.00 | — |
Recent Activity
- Maria D. created invoice INV-1042 for Harborline Fencing2 hours ago
- Quote Q-0311 was converted to a purchase orderYesterday, 4:12 PM
- Payment of $4,800.00 recorded against INV-1041Yesterday, 11:05 AM
- New client account created for Redstone HVACJul 24
Clients
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Invoices
| Status | Number | Client | Amount | Balance | Date | Due Date |
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Quotes
| Status | Number | Client | Amount | Date | Valid Until |
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Purchase Orders
Order from the shared catalog and track status from Requested through Fulfilled.
Expenses
Log costs, attach receipts, and mark anything billable back to a client.
Financial
A rollup of invoicing, expenses, and payments — profit and loss at a glance, scoped to what you're allowed to see.
Projects
Boards, groups, and tasks — assign work, track status, and comment, all scoped to the people on the project.
Schedule
A calendar of events, automatically populated with invoice due dates and project deadlines alongside anything you add by hand.
Time Tracking
Start a timer against a project or task, mark it billable, and route it to approval.
Emails
Connect a POP3, IMAP, or Gmail account and see client correspondence right alongside their record.
Product Catalog
The shared catalog every client-role user sees read-only — categories, pricing, and dual-language descriptions, admin-editable only.
Team & Permissions
Create sub-admin accounts and grant them exactly the access they need, category by category.
Settings
Company branding, invoice and quote terms, and your account details — scoped to what your role can edit.