Total Clients
48
▲ 4 this month
Monthly Revenue
$12,840
▲ 8.3% vs last month
Pending Invoices
$4,200
3 outstanding
Overdue
$950
▼ 1 client overdue
Revenue - Last 6 Months
Current month: $12,840
Prior months
Recent Activity
View all →
Hartwell Construction
Invoice #1042 paid
+$2,400
2h ago
Maplewood Dental
Invoice #1043 sent
$1,800
5h ago
Roslyn Media Group
Invoice #1040 paid
+$3,200
Yesterday
Summit Realty Co.
Invoice #1035 overdue
$950
3d ago
Clearview Aesthetics
New client added
-
4d ago
Top Clients This Month
View all →
| Client | Industry | Status | Total Billed | Last Payment |
|---|---|---|---|---|
|
HC
Hartwell Construction |
Construction | Active | $9,600 | Apr 14, 2026 |
|
RM
Roslyn Media Group |
Marketing | Active | $7,200 | Apr 13, 2026 |
|
MD
Maplewood Dental |
Healthcare | Pending | $5,400 | Mar 28, 2026 |
|
SR
Summit Realty Co. |
Real Estate | Overdue | $3,800 | Mar 2, 2026 |
| Client | Industry | Phone | Status | Total Billed | Balance Due | Since |
|---|---|---|---|---|---|---|
HC Hartwell Construction |
Construction | (972) 555-0101 | Active | $9,600 | $0 | Jan 2025 |
RM Roslyn Media Group |
Marketing | (972) 555-0188 | Active | $7,200 | $0 | Mar 2025 |
MD Maplewood Dental |
Healthcare | (214) 555-0233 | Pending | $5,400 | $1,800 | Jun 2025 |
SR Summit Realty Co. |
Real Estate | (469) 555-0044 | Overdue | $3,800 | $950 | Sep 2025 |
CA Clearview Aesthetics |
Beauty | (817) 555-0076 | New | $0 | - | Apr 2026 |
BT Bluestar Tech |
Technology | (512) 555-0159 | Active | $14,400 | $0 | Aug 2024 |
OP Oakridge Pet Clinic |
Veterinary | (972) 555-0092 | Inactive | $2,200 | $0 | Feb 2025 |
Draft
2
$3,200 total
Pending Payment
3
$4,200 total
Overdue
1
$950 at risk
| Invoice # | Client | Issued | Due Date | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| #1043 | MD Maplewood Dental |
Apr 10, 2026 | Apr 24, 2026 | $1,800 | Pending | |
| #1042 | HC Hartwell Construction |
Apr 8, 2026 | Apr 14, 2026 | $2,400 | Paid | |
| #1041 | BT Bluestar Tech |
Apr 1, 2026 | Apr 15, 2026 | $1,600 | Pending | |
| #1040 | RM Roslyn Media Group |
Mar 31, 2026 | Apr 10, 2026 | $3,200 | Paid | |
| #1035 | SR Summit Realty Co. |
Mar 5, 2026 | Mar 19, 2026 | $950 | Overdue | |
| #1044 | - | Draft | - | $2,400 | Draft |
| Date | Client | Invoice | Method | Amount | Status |
|---|---|---|---|---|---|
| Apr 14, 2026 | HC Hartwell Construction |
#1042 | ACH Transfer | +$2,400 | Settled |
| Apr 13, 2026 | RM Roslyn Media Group |
#1040 | Credit Card | +$3,200 | Settled |
| Apr 1, 2026 | BT Bluestar Tech |
#1038 | ACH Transfer | +$1,600 | Settled |
| Mar 28, 2026 | MD Maplewood Dental |
#1036 | Check | +$1,800 | Settled |
| Mar 15, 2026 | HC Hartwell Construction |
#1033 | ACH Transfer | +$2,400 | Settled |
| Mar 19, 2026 | SR Summit Realty Co. |
#1035 | - | $950 | Failed |
YTD Revenue
$68,440
▲ 22% vs last year
Avg Invoice Value
$1,920
▲ $140 vs last month
Collection Rate
94%
▲ 2% improvement
Avg Days to Pay
11d
▲ 3d faster
Revenue by Industry
Technology$14,400
Construction$9,600
Marketing$7,200
Healthcare$5,400
Real Estate$3,800
Payment Methods
ACH Transfer54%
Credit Card31%
Check15%