All groups

Money & billing

Entries, invoices, payout accounts and plans — amounts tabular, currencies explicit, totals derived.

7 built · 7 declared

Invoice summary

4×

Source: src/app/composition/_blocks/money-invoice-summary.tsx

Invoice INV-0412drafted

Noor Adeyemi · Adeyemi Studio · due Mon 30 Mar

  • Brand retainer, March
    $2,400.00
    20 hours included
    $2,400.00 each
  • Design hours over retainer
    $1,140.00
    Logged 4–27 Mar
    $95.00 each
  • Typeface licence
    $180.00
    Pass-through at cost, not taxed
    $180.00 each

Derived from 3 lines. Tax applies to 2 of them; edit a quantity and every figure follows.

Subtotal
$3,720.00
Returning client, 5% on taxed lines
-$177.00
Tax 8.875% on $3,363.00
$298.47
Total due
$3,841.47

Line items with editable quantities; discount, tax and total are calculated from the lines and refuse to guess on bad input.

Entry detail

3×

Source: src/app/composition/_blocks/money-entry-timeline.tsx

Entry ENT-2038

$4,210.00

USDcleared

February hours invoice

Client
Oakfield Dental
Book
Operating book
Method
Card ending 4242
Fee
$122.39
Net
$4,087.61
Reference
ref_8Kq2xT4w
Lifecycle
  1. Drafted12 Mar, 09:02

    Priya Raman

    Created from invoice INV-0398

  2. Open12 Mar, 09:15

    Sent to accounts@oakfield.dental

    Card ending 4242 authorised for $4,210.00

  3. Cleared14 Mar, 16:40

    Arrived in Harbor Mutual ···· 4821

    Fee $122.39 · net $4,087.61

  4. Not reversed · reversible until 12 Jun

Amount, status and facts for one entry, with a drafted → open → cleared timeline and the reversal it hasn't had yet.

Payout accounts

3×

Source: src/app/composition/_blocks/money-payout-accounts.tsx

Payout accounts

Where cleared entries land. One default per currency; a new account holds funds until it is verified.

Harbor Mutual ···· 4821Default USD

USD · Checking · added 12 JanVerified

Northgate Bank ···· 0917Default EUR

EUR · Checking · added 3 FebVerified

Kestrel Savings ···· 3350

USD · Savings · added Today, 09:12Confirm two small deposits

Albion Bank ···· 7712

GBP · Checking · added 28 FebPaused — the name on the account doesn’t match

Accounts with a default per currency, verification states in words, a row menu, and undo on remove.

Plan & usage

3×

Source: src/app/composition/_blocks/money-plan-usage.tsx

Standard plan

$49.00 a month · renews 1 Oct

  • Entries this month3,412 of 5,000
    x

    $0.02 per entry past the limit

  • Members7 of 10
    x

    $12.00 per seat past the limit

  • Assistant runs1,684 of 2,000
    x

    84% used · $0.05 per run past the limit

  • Stored receipts912 of 5,000
    x

    $0.01 per file past the limit

Next invoice $49.00 · plan $49.00 + $0.00 past limits

Allowance meters with the price past each limit, next invoice calculated from them, and a monthly/yearly preview.

Receipt

2×

Source: src/app/composition/_blocks/money-receipt.tsx

Paid to Harlow & Pike

$1,249.89

Receipt RCP-3317 · Today, 10:38

Paid by
Oakfield Dental
Method
Card ending 4242
Entry
ENT-2044
Brand retainer, March
$1,100.00
Rush turnaround
$48.00
Tax 8.875%
$101.89
Total paid
$1,249.89

Paid amount first, then method, a link to the entry, lines, tax and total paid.

Reverse an entry

3×

Source: src/app/composition/_blocks/money-reversal-form.tsx

Reverse ENT-2038

Oakfield Dental · cleared 14 Mar

Original
$4,210.00
Already reversed
$500.00
Left to reverse
$3,710.00
$
USD

Up to $3,710.00. The fee is not returned.

Shown on the entry and in exports.

Oakfield Dental gets $1,200.00 back in 5–10 days. The entry stays in the book, marked reversed.

Full or partial reversal checked against what's left, a required reason, a client email toggle, and cancel after submitting.

Funds by currency

4×

Source: src/app/composition/_blocks/money-currency-funds.tsx

Funds by currency

About $68,116.32 available across 4 currencies · rates from Today, 10:30

  • USDUS dollar+4.2% this week

    Available

    $48,210.40

    $2,140.00 on the way · clears by Thu

    Harbor Mutual ···· 4821
  • EUREuro−1.3% this week

    Available

    €12,044.00

    Nothing on the way

    Northgate Bank ···· 0917
  • GBPPound sterling+0.6% this week

    Available

    £3,180.25

    £450.00 on the way · clears Mon

    Paused · Albion Bank ···· 7712
  • JPYJapanese yen0.0% this week

    Available

    ¥412,000

    Nothing on the way

    No account — funds are held

One tile per currency with available and on-the-way amounts, weekly change, account status, and a switch to show everything in USD.