Built around your business.
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Invoice balances & financial overview
See billing activity across your jobs.
Review invoice totals, recorded payments and outstanding amounts in Financial Overview. Open a source invoice for its details and distinguish pending submissions from recorded bills. Different currencies are kept separate.
Your invoice balances
How it works
- 01
Submissions
Distinguish submitted invoices from recorded bills.
- 02
Recorded payments
Review the payments associated with the invoices.
- 03
Outstanding
See the remaining amounts without mixing currencies.
Invoices & payment tracking
Subcontractor invoices connect to company expenses and their recorded payment allocations.
Explore this areaInvoices & payment requests
Submit the bill with its context.
Explore this toolPayment status & history
Follow the recorded position.
Explore this toolPayment information
Share the supported payment preferences.
Explore this toolScheduled payments & proof
See what is planned and what is recorded.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.