Built around your business.
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1. Choose a dashboard to explore its features
Project financial overview
Follow the financial picture.
Review shared invoice totals, recorded payments and remaining balances. Estimate and Change Order values are presented separately from invoiced debt.
Your project financial overview
How it works
- 01
Invoices
Review the documents included in the project balance.
- 02
Payments
See recorded payments against the invoiced work.
- 03
Outstanding
Keep remaining debt separate from estimates and proposed changes.
Financials & payments
Shared documents and recorded receipts help company and client discuss the same financial position.
Explore this areaEstimates, invoices & downloads
Keep the documents accessible.
Explore this toolPayment requests & installments
See amounts, due dates and history.
Explore this toolEligible online payments
Pay supported installments through Stripe.
Explore this toolAllowances & credits
See the adjustments that matter.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.