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Invoices & clients

Track invoices from draft to paid, and see what's overdue at a glance. Start from this plan, tell us what's different about your business, and we build it, test it and run it for you.

Start with this app Free preview, then $149/month

What it does

A simple invoicing app for a small studio. Partners keep a list of clients and record invoices for each client with a number, issue and due dates, an amount in euros and a status. A dashboard shows the total amount still unpaid and lists overdue invoices. The bookkeeper can see everything but cannot change anything.

  • Clients
  • Invoices with status
  • Unpaid and overdue totals
  • Read-only bookkeeper role

What it keeps track of

Client

A customer of the studio who receives invoices, with their billing email and address.

Name
Text
Billing email
Email
Address
Notes

Invoice

An invoice issued to a client, with its number, issue and due dates, amount in euros and current status.

Invoice number
Text
Client
Linked client
Issue date
Date
Due date
Date
Amount (EUR)
Amount
Status
One of: Draft, Sent, Paid, Overdue

Who can do what

Admin
Manages user accounts and has full access to all clients and invoices.Add and edit clients and invoices. Delete clients and invoices.
Partner
Studio partner with full access: can add, change and remove clients and invoices.Add and edit clients and invoices. Delete clients and invoices.
Bookkeeper
Can view all clients, invoices and the dashboard, but cannot add, change or remove anything.View clients and invoices.

What happens automatically

  • Mark overdue invoices

    When an Invoice with status 'sent' has a due date earlier than today (checked daily)

  • Unpaid and overdue dashboard

    When a user opens the dashboard

Checked 8 ways before it goes live

Every scenario below is turned into an automated test. The app has to pass all of them, in a clean environment, before anyone signs in. Your changes get the same treatment.

  • Partner

    Given the partner is signed in, when they create a Client named 'Acme GmbH' with billing email billing@acme.example and an address, then 'Acme GmbH' appears in the Client list with billing email billing@acme.example.

  • Bookkeeper

    Given the bookkeeper is signed in and a Client 'Acme GmbH' exists, when they open the Client list, then they can see 'Acme GmbH' but no create, edit or delete controls are offered, and opening the new Client page directly is denied.

  • Partner

    Given the partner is signed in and a Client 'Acme GmbH' exists, when they create an Invoice with invoice number 'INV-001' for 'Acme GmbH', issue date today, due date in 30 days, amount 1500.00 and status 'draft', then 'INV-001' appears in the Invoice list showing client 'Acme GmbH', amount €1,500.00 and status 'draft'.

  • Partner

    Given an Invoice 'INV-001' exists with status 'sent', when the partner edits it and changes the status to 'paid', then the Invoice list shows 'INV-001' with status 'paid'.

Make it yours

This is the description the plan above was written from. Change it to match how your business works — or describe something else entirely.

“Invoicing for a small studio. Clients (name, billing email, address). Invoices belong to a client and have an invoice number, issue date, due date, amount, currency fixed to EUR, and status draft / sent / paid / overdue. Partners have full access, and our bookkeeper can view everything but not change anything. The dashboard shows total unpaid and the overdue invoices.”
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