Workspace Mode
Demo OffThis account is using a clean workspace with no seeded demo data.
Overview
Billing Dashboard
Start with a clean workspace, then add your business details, clients, and first invoice.
Outstanding
Blank$0
No invoices yet
Paid This Month
Blank$0
Payments will show here
Overdue
Blank0
No overdue invoices
Drafts
Blank0
Start your first invoice
Saved Clients
Blank0
Add clients as you go
Estimates
Blank0
Quotes appear here
Cash Flow
Invoiced
$0
Collected
$0
Expenses
$0
Net Cash
$0
Cash Flow Starts Empty
Create your first invoice to begin tracking invoiced, collected, and expense totals.
Invoice Aging
$0
Nothing overdue yet
Aging buckets will fill in automatically as you send invoices.
Recent Invoices
View All Invoices| Issued | # | Client | Job | Due | Status | Total | Balance Due |
|---|
Recent Estimates
View All Estimates| Issued | # | Client | Scope | Valid Until | Status | Total |
|---|
Quick Actions
Recent Activity
No Activity Yet
Your sent, viewed, paid, and reminder events will show up here once you start using the dashboard.
Turn the free generator into a repeatable billing system.
AI assists planned
Create invoice from job notes
TODO: Connect when paid AI infrastructure is available.
Create invoice from text message
TODO: Connect when paid AI infrastructure is available.
Write a polite payment reminder
TODO: Connect when paid AI infrastructure is available.
Categorize receipt
TODO: Connect when paid AI infrastructure is available.
Summarize unpaid invoices
TODO: Connect when paid AI infrastructure is available.