Invoices & Accounting

Outstanding Invoices

Open balances that still need to be collected.

Recent Payments

Deposits and progress payments received.

Invoices

Open an invoice to record payments, print it or give the customer their live invoice link.

Invoice	Customer	Issued	Total	Paid	Balance	Status

FAST PAYMENT ENTRY

Quick Receipt

For small jobs or simple cash payments when you don't need to create a full invoice.

No invoice required. This payment still goes into your Accounting payment ledger and gets a permanent receipt number.

Customer Name * Amount Received *

Customer Email Customer Phone

Date Received * Payment Method *

Reference / Check # Short Description

Internal Note

EXPENSE CAPTURE

Scan Receipt

Take a photo or upload a PDF receipt. AI reads it, separates the line items, and categorizes the expense for accounting.

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Take a photo or upload the receipt Use the camera for paper receipts, or upload a saved photo or PDF from your phone.

Take Photo Choose Photo Choose PDF

REVIEW BEFORE SAVING

Scanned Receipt

AI extraction is editable. Correct anything that does not match the paper receipt.

AI Review

Store / Vendor * Store Type Purchase Date

Store Address Receipt / Transaction #

Payment Method Card Last 4 Primary Expense Category

Purchased Items Each line is categorized separately for your accounting records.

ItemQtyUnit PriceLine TotalCategory

Accounting / Job Note

Categories are organizational suggestions from the receipt image. Your accountant should make any final tax/accounting treatment decisions.

Subtotal Tax Other / Fees Total *

ACCOUNTING ARCHIVE

Expense Receipts

Search the receipts you have scanned and saved.

Saved Receipts0

Scanned Total$0.00

Date	Store	Category	Items	Total

Payment Ledger

Every payment recorded against an invoice, including progress payments.

Date	Receipt	Invoice / Type	Customer	Method	Reference	Amount

Accounting