Money
One ledger for invoices, payments, and expenses.
Money needs a one-time database update: run supabase/schema_v62_money_foundation.sql.
Outstanding
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Received
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Expenses
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Overdue invoices
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| Invoice | Client | Status | Total | Due |
|---|
No invoices yet
Create your first invoice to start tracking what clients owe you.
| Date | Category | Amount | Notes |
|---|
No expenses recorded
Track what you spend to see real profit, not just revenue.
| Date | Type | Amount | Invoice | Method | Notes |
|---|
Nothing in the ledger yet
Every payment, refund, and expense you record will show up here.
Only projects with an invoice or tracked time linked to them show up here. Set an hourly rate on a project to include labour cost in its profit estimate.
| Project | Revenue | Expenses | Tracked | Rate | Labour cost | Profit | Margin |
|---|
No project financials yet
Link an invoice to a project, or track time against one, to see its profitability here.
An invoice is never created on its own. When a retainer is due for the current month, click "Generate this month's invoice" to create it yourself, a completely normal invoice, pre-filled and linked back to the retainer.
| Retainer | Client | Amount | Billing day | Status | This period |
|---|
No retainers yet
Set up a recurring amount for a client you bill every month.