Overdue invoices
Follow up now to collect payment
Recent Invoices
| Invoice | Client | Amount | Status |
|---|
Revenue by Client
Recent Transactions
| Description | Type | Amount |
|---|
Expense Breakdown
6-Month Cash FlowRevenue vs Expenses
Recent ActivityLast 10 actions
All
Paid
Pending
Overdue
| Invoice # | Client | Date | Due Date | Amount | Status | Change Status | Actions |
|---|
Monthly Retainer Automation
Retainers auto-generate invoices based on your billing interval and appear in Pending for team action.
Active Retainers
| Client | Services | Total/Cycle | Billing Interval | Next Invoice | Status | Actions |
|---|
| Client | Phone | Total Invoiced | Outstanding | Actions |
|---|
Accounts Receivable Aging
| Client | Current (β€30d) | 31β60 Days | 61β90 Days | 90+ Days | Total Due |
|---|
Money In (Month)
β
Money Out (Month)
β
Net Cash Flow
β
All-Time Expenses
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π³ Expenses
π° Income
π All
| Date | Description | Category | Source / Vendor | Type | Amount | Actions |
|---|
Revenue
Expenses
Summary
Financial Overview
Accounts
| Account | Type | Bank | Balance | Actions |
|---|
Balance Distribution
Monthly Revenue vs Expenses
Revenue Sources
π Top Clients
| Client | Invoices | Revenue | Outstanding |
|---|
π³ Top Expense Categories
| Category | Count | Total | % of Spend |
|---|
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