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Invoice manager
Create, send, and track invoices straight from your data — linked to clients, projects, or matters, with payment status always up to date.
- ✓Invoices generated from linked records — no retyping client or line-item data
- ✓Payment status tracked per invoice, with overdue reminders sent automatically
- ✓PDF generation and email delivery from your own domain
- ✓Recurring invoices for retainer or subscription billing
- ✓Custom numbering, tax rates, and templates per workspace
- ✓Revenue dashboards broken down by client, project, or period