Invoice Tracker

💸 How to Use the Invoice Manager

• Use the Invoice Number to uniquely identify each billing document and avoid confusion.
• Each invoice is connected to a Client and its respective Project, ensuring full traceability.
• Enter the Amount, Invoice Date, and Due Date to stay on top of timelines and cash flow.
• Use tags like Pending, Paid, Overdue, or Partially Paid in the Status column to track payment progress.
• Capture whether the payment was made via Bank Transfer, Stripe, PayPal, or any other Payment Method.
• Calendar View: See upcoming or overdue invoices at a glance.
• Kanban View: Drag-and-drop invoices between statuses for simple visual workflow.