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What This App Owns
Invoice Workspace — : create, review, and track invoices from draft to paid
Payment Operations — : record payments, reconcile balances, and monitor collections
Invoicing Dashboard — : monitor invoiced, collected, outstanding, and overdue totals
Reports — : revenue, aging, tax, payments, and client statements
Tax Profiles — : reusable tax configuration for invoicing workflows
Numbering & Terms — : configure invoice sequences, due dates, and invoicing defaults
Reminder Controls — : define invoice follow-up and customer communication settings
Typical Workflow
1
Create: issue invoices with the right client, numbering, dates, and taxes
2
Send: deliver invoices and keep clear status visibility
3
Collect: record payments and monitor open balances
4
Follow Up: manage due dates, reminders, and overdue accounts
5
Report: review revenue, tax exposure, and payment performance
Built For
Agencies — : client invoicing, payment follow-up, and revenue visibility
Consultants — : professional billing with tax and terms control
Professional Services — : operational billing separate from signed agreements
Small Businesses — : simple revenue tracking and invoice management
Relationship To Quotes & Contracts
Quotes and signed proposals remain in Quotes & Contracts.
Invoicing is the separate operational layer for collecting money and reporting on revenue.
Works Great With
Quotes & Contracts — : keep agreements and signatures separate from invoicing operations
Contact Manager — : link invoices, credits, and payment activity to clients
Timesheets — : connect approved time to invoicing workflows when your process needs it
3
Invoicing
M
S
Invoiced
$43,280
Paid
$16,050
Open
$27,230
Invoice
Status
Balance
INV-2041
Constructions Béliveau
Partially Paid
$4,250.00
INV-2040
Groupe Lantier
Paid
$0.00
INV-2039
Ville de Saint-Jérôme
Overdue
$18,900.00
INV-2038
Ateliers Dorion
Sent
$3,120.00
INV-2037
Coopérative Verchères
Draft
$960.00
INV-2041
Constructions Béliveau
Approve
Send
Record Payment
Reminder
Traceability report
Void
Total
$12,500.00
Paid
$8,250.00
Balance
$4,250.00
Payments
Aug 14
Transfer
$5,000.00
Sep 02
Cheque
$3,250.00
Integrations
Invoicing works great with
Finance & Billing