Money in one place
Finance
Invoices, part payments, quotes, cash jobs and expenses — one clean workflow.
Current tax year—
Outstanding
—
Invoices to collect
Part paid
—
Active invoices
Open quotes
—
—
Cash jobs
—
This tax year
Expenses
—
This tax year
Invoices
Open a record for payments, PDF, editing and more.
| Invoice | Customer | Date | Total | Balance | Status |
|---|
Quotes
Track decisions and convert accepted work straight into an invoice.
| Quote | Customer | Date | Value | Status |
|---|
Cash jobs
Quick income that doesn't need a full invoice.
| Date | Customer | Description | Notes | Amount |
|---|
Expenses
Simple expense log; receipt files remain in Dropbox as you prefer.
| Date | Supplier | Category | Notes | Amount |
|---|
Recurring expenses are generated manually so you stay in control.