Income Summary Grouped
Total invoiced, total collected, total outstanding, by month and by Client. Trailing-12-months with month-over-month delta. The Owner’s daily landing report — answers “how much did I make this month and who hasn’t paid me.”
- Invoicing & Billing System
- Reports and analytics
Reports for the questions your team asks
Read operational and financial results with their source context.
Overview×
Invoicing & Billing System · Overview
Invoicing & Billing System dashboard
This quarter
Tax forms 1099sent in view
6Total amount reportable
3,2501099-MISC
31099-NEC
3Invoices by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 33 | ||
| Sent | 12 | 36% | |
| Viewed | 5 | 42% | |
| Partial paid | 2 | 40% |
Total by status
Sample totals per stage
Working reports
Aging Summary List
Outstanding invoice balance bucketed by Current, 1–30 days overdue, 31–60, 61–90, 90+. Per Client. Lightweight aging — not the full dunning-band workout of a mid-market AR app, just enough to see who to chase.
From Invoice preparation
Payment Methods Breakdown List
Per period: amount collected by Method (Card, ACH, Check, Cash, Other) with total ProcessorFee and total NetDeposit. Used to compare Stripe / Square economics and to reconcile the bank deposit.
Recurring Revenue Pipeline List
Active recurring schedules with projected next 90 days of invoices (Frequency × Rate × occurrences remaining). The MRR-style forward look for a retainer-heavy business.
From Recurring billing
Sales Tax Collected List
Review tax amounts attributed to collected invoice lines under the configured reporting basis. This report supports a separate reviewed filing process; it does not determine nexus or file returns.
From Invoice preparation
Year-End 1099 Reconciliation List
Compare reviewed outgoing-payment workpapers imported from accounting with recipient identity, applicable form type and external filing evidence. Incoming customer Payments are excluded.
Set up Invoicing & Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.