Money & invoices
Payment schedules, invoices, expenses, and project margin.
Set up your payment schedule
Apply a template or build a custom schedule with phases and milestones.
Create and send your first invoice
Turn a milestone into a branded PDF invoice and share via portal, WhatsApp, or email.
Record a payment — full or partial
Mark payments received, split partials, and keep your receivables clean.
Track expenses, vendor payouts, receipts
Log every cost against a project — with a photo of the receipt.
Understand your project margin
One honest number — revenue minus costs. Know if you're making money.
Write off unpaid amounts on a stopped project
When a deal dies, clean up your books without inflating receivables.