Dashboard
Loading...
Daily revenue
Invoice status breakdown
Top companies
Service revenue
All invoices
| Invoice | Company | Client | Date | Total | Paid | Balance | Status |
|---|
Payment approvals
Review payment reports — no invoice is marked paid until you approve
No-invoice alerts
Import sheet
Imports data into the prep log · invoice creation is a separate step
📥
Drop Excel file here or click to browse
.xlsx · .csv · max 10MB · all columns saved exactly as-is
Import history
Loading...
Prep log
Imported prep work — select entries to create invoices
| Date | Company | Brand | Description | Services | Est. total | Status |
|---|
Import log
All raw rows saved from every sheet upload
| # | Company | Description | Service | Units | Price | Date | Invoice | Status |
|---|
Clients
| Client | Companies | Warehouse | Portal |
|---|
Companies
| Company | Client | Type | VAT | Portal | Status |
|---|
Prep Services
Global → Client override → Company override
| Service | Warehouse | Key | Unit | Global price | Effective from | Status |
|---|
Notifications
| Date | Recipient | Channel | Type | Status |
|---|
Payment methods
Universal rule: all payments require admin approval before invoice is marked paid
Global defaults
No payment ever bypasses admin approval. Stripe webhook, bank transfer proof, manual link — all create a payment_pending state. Admin approval is the only path to paid.
Warehouses
Manage warehouse locations — each has its own clients, companies and invoice branding