Finance (invoices & expenses)

Track invoices and expenses, and see margins roll up per project and across the company. Invoice statuses (Paid / Pending / Overdue) drive the dashboard's cash view.

  1. 1Open Finance → New invoice. Choose client/project, amount, dates and status.
  2. 2Send the invoice to the client: open it and use Send to client. They get the amount due, the due date, a link to the printed invoice and a pay button. Sending moves a draft to Sent.
  3. 3Record a payment: open the invoice and press Payments, then enter the amount received. A partial payment is fine — the invoice keeps showing the remaining balance.
  4. 4Print / PDF gives you the document itself, with the payments received and the balance still owed.
  5. 5Add expenses to see project margins (invoiced − expenses).
"Paid" means money was actually recorded, not a status somebody typed. Marking an invoice paid records a payment for whatever is outstanding, and deleting a payment sends the invoice back to Sent — so the badge and the balance can never disagree.

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