Capability
Know exactly which invoices are open, late, or resolved.
Every invoice carries a status, an expected date, and a follow-up history, so chasing payment stops depending on memory or a scan through old email.
What you can do
- Create and organize invoices against clients and engagements
- Monitor open balances and partially resolved invoices
- Log follow-up actions and payment commitments
- See what is expected to arrive this month
A designer records that a client committed to paying on the 20th, and the follow-up returns to the task list if it does not arrive.
Open invoices6
Overdue2
Expected this monthTracked
Follow-ups due3
Related capabilities
Tax Readiness
Keep transactions, documents, receipts, review workflows, and estimated responsibilities organized before important deadlines arrive.
Open capability →Documents and Records
Store receipts, contracts, statements, invoices, leases, and business records within the workspaces where they belong.
Open capability →Client Workspace
Track clients, engagements, records, invoices, recurring work, and communication history.
Open capability →