Seventeen feature graphics for social, in the order the work actually happens — sign in, see what you are owed, bill it, get paid, close the month. Every card pairs one capability with the reason it matters, over the product as it looks on a laptop.
Every card is also exported as a 2160 × 2700 PNG, and the whole deck as a PDF, so nothing here needs screenshotting. Company names, people and figures throughout are invented.
Invoicing, accounts receivable and expense reports — built for how your company actually bills.
There is no public way in. Every page sits behind a sign-in, and an account only exists because you created it — nobody invites themselves.
Draft, unpaid and overdue counted for you, what is outstanding drawn as a shape, and the follow-ups that are due listed beside it. Your own money only.
Search by name or filter to Active, On hold, Lost — or the Deleted bin, where anything removed by mistake is waiting to be restored. Balance and paid-to-date on every row.
Northwind's invoices run as one series, Bayside's as another — the code comes from the company name and the numbering looks after itself. Mark who belongs on the invoice and who is only copied, and every invoice after that follows.
The PDF is attached, the wording comes from your saved template, and the Cc list is already filled in from the client. Nothing to compose.
Raise an invoice under your own company, or prepare one on another company's letterhead and hand it back to them. Guest invoices never touch your receivables.
The page builds beside you, line by line. No save-and-check loop — what you are looking at is the PDF the client receives.
Mark each line retainer or reimbursement and attach the receipt — it prints straight into the invoice the client receives. Payment instructions and notes arrive pre-filled from Settings.
Follow-ups are scheduled the moment an invoice goes out — day 3, 5 and 7 — and each one waits for your nod. Log the payment and the client gets a confirmation while the whole queue clears itself.
Deleted invoices and clients go to a trash with their numbers, lines and history intact. Restore puts one back exactly as it was; only emptying the trash is final.
Merchant, date, total and category are read straight off the receipt and put into the form. You check them rather than type them.
Closing a report writes a PDF with every receipt appended, plus Excel and CSV carrying the same lines — or share a link that opens the whole thing without an account.
Who it went to, when it was opened, what was paid and every action taken — all on the invoice itself, beside the document the client received.
Who the spending belongs to, which entity it is billed under, and how it is categorised are all lists you keep. Add, rename or remove one and every report after it follows.
Invoice, follow-up, payment confirmation, expense report — each has wording you set once. The number, the amount and the client's first name drop in on their own.
Invite a viewer by email and they see only what you have shared — no editing, no invoicing, no settings. Revoke the account and their way in closes with it.
Everything on the invoice comes from Settings — the mark, the company details, the payment instructions. Change it there and every invoice after it follows.