Invoices & payments

Issue invoices, record payments, track what each client owes.

Issue client invoices, record their payments, and track outstanding amounts, all linked to the client profile and their contracts.

How to use it

• Create an invoice, add its line items, and set a due date.
• Record payments as they come in.
• Track paid and outstanding invoices per client.

How it works in the system

• Each invoice is linked to the client (and contract when present) in their record.
• Recording a payment updates the outstanding balance automatically.
• You see each invoice's status clearly: paid or still due.