Finance
Dashboard
A sample workspace of 16 invoices, converted to USD with fixed rates.
Invoiced vs collected
Trailing six months, converted to USD
InvoicedCollected
Ageing
, Recent invoices
Newest first
Needs attention
, Next recurring
ManageRecords
Invoices
Sixteen invoices across nine clients and seven currencies. Status is derived from payments and the due date, never stored.
,
,
New
New invoice
Amounts are entered in major units and stored as integer minor units. The totals panel recalculates as you type.
Invoice details
, Line items
Qty × unit price, then discount, then tax
Discount and notes
Schedules
Recurring invoices
Monthly rules anchored on a calendar day. A retainer dated the 31st bills the 28th in February and returns to the 31st in March.
Overdue reminders
, Suggested text based on the invoice facts. Copy and send from your own mail client.
Workspace
Settings
Business details appear on every printed invoice. Everything here is saved to this browser only.
Business profile
Invoice defaults
,
Exchange rates
, ,
Data
localStorageThe sample workspace lives in your browser. Reload keeps your changes; clearing site data restores the seed.