Payments & Financials

Create invoices, record payments, connect Stripe, and review financial activity.

How to Create an Invoice

Create a manual invoice with a client, dates, line items, taxes, and optional online card payment.

Record an offline invoice payment with its amount, date, method, and scheduled-payment link.

Record each outstanding scheduled balance so the invoice reaches a zero balance and paid status.

Connect Stripe, enable card payment on an invoice or proposal, and understand the client checkout action.

Create expenses and sales, review recorded payments, and import or export financial CSV files.

Find overdue receivables from Dashboard notifications, invoice details, or Analytics.

Interpret collected or earned revenue, invoiced amounts, expenses, and the operating profit estimate.

Review yearly or all-time money, lead-funnel, lead-source, booking, and client-journey results with links to supporting records.