Dashboard. Quick actions, status summaries for quotes and invoices, recent quotes and invoices, and projects and tasks.
Quotes & Invoices
Invoices. Invoice list with status filters, creation and due dates, client, amount, and balance.Invoice. Draft invoice with client address, payment method, and line items with quantity, price, unit, and tax rate.Quotes. Quotes with status such as draft, sent, approved, or rejected, client, and amount.Quote. Draft quote with line items, units, taxes, discount fields, and total.
Clients & Payments
Client details. A client's address, contact details, note, and billed, paid, and outstanding amounts.Clients. Active clients with email address and outstanding balance.Payments. Payments with payment and invoice date, invoice, client, amount, and payment method.
Projects & Tasks
Tasks. Project tasks with status, finish date, and project.Project. Project with its client and tasks including status and finish date.