Recent Invoices
| Invoice # | Client | Amount | Due Date | Status | Actions |
|---|---|---|---|---|---|
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Dashboard
Financial snapshot for Juswil Marketing
Total Revenue
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TTD · All invoices
Collected
—
—
Outstanding
—
—
Overdue
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—
Invoices
Create, send and manage invoices
All
Draft
Pending
Paid
Overdue
| Invoice # | Client | Description | Amount | Issued | Due | Status | Actions |
|---|---|---|---|---|---|---|---|
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Clients
Manage your client base
No clients yet
Add your first client to get started
Payments
Record and track incoming payments
| Date | Invoice | Client | Amount | Method | Reference | Status |
|---|---|---|---|---|---|---|
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Expenses
Track supplier payments & operating costs
Total Expenses
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Year to date
Suppliers
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Unique vendors
This Month
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Current spend
Pending Bills
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Awaiting payment
| Date | Vendor | Description | Category | Amount | Method | Status | |
|---|---|---|---|---|---|---|---|
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Financial Reports
Revenue, expenses & profit analytics
Gross Revenue
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All invoices
Collected
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Cash received
Total Expenses
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Operating costs
Net Profit
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Collected minus expenses
Profit Margin
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Net / collected
Monthly P&L
| Month | Revenue | Expenses | Net Profit | Margin % |
|---|
Quarterly P&L
| Quarter | Revenue | Expenses | Net Profit | Margin % |
|---|
Email Reminders
Payment follow-ups via Supabase email
Email Log0 emails
| Time | Invoice | Client | Type | To | Status |
|---|---|---|---|---|---|
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Quotes
Create and manage client quotes
Total Quotes
0
All time
Accepted
0
Converted
Pending
0
Awaiting response
Expired
0
Past validity
| Quote # | Client | Amount | Valid Until | Status | Actions |
|---|---|---|---|---|---|
| No quotes yet | |||||
User Management
Manage team access and permissions
Team Members
| Name | Role | Invoices | Clients | Payments | Reports | Reminders | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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Settings
Company profile and billing defaults
Company Information
🏢
JPG or PNG · Max 1MB · Shows on invoices, quotes & emails
Invoice Defaults
Email & Scanning Settings
📧 Gmail (Google Apps Script)
Sends directly from your Gmail — free, unlimited, no domain needed.
Setup: script.google.com → New Project → paste Gmail script → Deploy as Web App → copy URL here.
Setup: script.google.com → New Project → paste Gmail script → Deploy as Web App → copy URL here.
⏰ Auto-Reminder Rules
Auto-reminders are sent daily by your Gmail Script. Enable per invoice using the 🔔 toggle.
Run setupDailyTrigger() once in your Gmail Script to activate daily sending at 8am.
⚡ AI Scanning (Cloudflare Worker)
Invoice scanning uses your Cloudflare Worker with the Anthropic API key.