Billing Operations

Accounts Receivable

Upload receipts, match payments to invoices, and keep every customer balance marked open, paid, overdue, or under review.

Starter mode is active. AR records are saving to local JSON until the database is configured.
Open Balance $168.22 Awaiting payment
Paid This Month $0.00 Recorded receipts
Overdue $168.22 Needs follow-up
Unmatched Receipts 0 Needs review

Create Invoice

Upload Receipt

AR Workflow

  1. Upload receipt or payment proof.
  2. Match it to an invoice or customer.
  3. Mark invoice as paid, partial, open, or overdue.
  4. Keep the receipt attached to the account history.
  5. Create follow-ups for overdue or promised payments.

Create Follow-Up

Quick Follow-Up

Brian Churchill

INV-20260706185045 balance $125.00 due 2026-08-05

James Pirkle HomeDepot 7/4/26

INV-20260705210420 balance $43.22 due 2026-07-05

Follow-Up

AR Follow-Up Board

No follow-ups saved yet.

Receipts

Uploaded Receipts

No receipts uploaded yet.

Ledger

Invoice Status

Create Invoice
Invoice Customer Issued Due Total Paid Balance Status Open
INV-20260706185045 Brian Churchill 2026-07-06 2026-08-05 $125.00 $0.00 $125.00 open View
INV-20260705210420 James Pirkle HomeDepot 7/4/26 2026-07-05 2026-07-05 $43.22 $0.00 $43.22 open View