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Today

Today

Friday, 9 October · updated 6 min ago

Collected today is up 4.2% on last Friday. 2 agent runs wait for your approval, and 7 invoices are overdue.

Collected today
$18,240
up +4.2%
Owed
$1,717,505
16 open invoices
Overdue
$372,115
7 invoices
Days to pay
42 days
Issue to payment

Collected by hour

dashed: last time
  • 08:00 Reconciliation agent matched 31 deposits
Collected by hour
TimeThis periodLast time
00:00$0$0
01:00$0$0
02:00$0$0
03:00$0$0
04:00$0$0
05:00$0$0
06:00$0$0
07:00$9,800$8,200
08:00$16,200$12,100
09:00$18,240$17,500

Needs you 5

  • WaitingSend payment reminders for 5 invoices more than 7 days overdueCollections agent · started 09:36
  • WaitingReply to Marta Silva about the surcharge on INV-1031Replies agent · started 09:40
  • FailedRetry 2 failed card paymentsCollections agent · The card was declined by the issuer. Nothing was charged.
  • LateINV-1021 · Meridian Credit Union$30,310 · 57 days overdue
  • LateINV-1024 · Ostra Freight Holdings International Logistics & Warehousing Group$49,900 · 41 days overdue

Due this week

Recent activity

8 screens

  1. TodayThe day in a sentence, four figures, a chart for the day, week or month, what needs you, what is due and what just happened.
  2. AgentsRuns with a status filter and a supervised run beside them, plus the schedules that start them.
  3. InboxCustomer replies and agent approvals by what you owe, with a thread, the agent's draft and one-click fixes.
  4. CustomersSaved views, filters and bulk actions on a table, a record beside it, and a board grouped by how they pay.
  5. InvoicesEvery invoice by status with the document beside it, the action that fits, aging and a new draft.
  6. TeamMembers, pasted invitations with the seat cost, and what each role and each agent may do.
  7. BillingPlan, usage against its limits, the next invoice itemised, the card, billing details and invoice history.
  8. SettingsSections of fields, switches and selects that show what changed, one bar to save and a danger zone.

Built from

  • App frame
  • Saved views
  • Data table
  • Invoice detail
  • Agent run
  • Command palette

Yours to edit

The whole template is source in your repo: the screens, the data model behind them and every part they use. Change a screen, a field or the colours and it stays yours.