Money is where you invoice clients, follow up on payments and keep track of what your business earns and spends. It has two tabs: Money and Dashboard.

The Money tab

  • Connections: Stripe and QuickBooks show their status at the top. Connect either one to send invoices and get paid.
  • Cash pipeline: your unpaid invoices, what you've been paid, what's waiting to reach your bank and what has arrived. Link your bank to see what's in it.
  • Invoices: click New invoice to start one. Filter by Draft, Sent, Overdue, Paid or Void. The ⋯ menu on each invoice lets you copy its pay link, chase the payment or mark it paid.
  • Expenses: click Log an expense to record a cost, attach its receipt and bill client costs on a draft invoice.
  • Unbilled time: time you tracked, from a client's room or by asking Aventide, that isn't on an invoice yet. Click Invoice this time to start an invoice for that client.

The Dashboard tab

Your own page of figures. It starts with Money in and Outstanding. Add more, like Revenue by client or Revenue by offer, and arrange them your way. Teammates keep their own layout.

Revenue by client and by offer count paid invoices only, in the period you pick. Only providers that are still connected are included.

Deposit after a proposal is signed

When a client accepts a proposal, Aventide suggests the agreements to draft. Once your client has signed them, the deal's deposit invoice either waits for you or goes out on its own. Choose under Deposit after a proposal is signed, beside your Stripe and QuickBooks connections:

  • Ask me first: when your client has signed the agreements, you get an approval to send the deposit invoice.
  • Send it right away: your client can pay the deposit as soon as they've signed.

This is the starting choice for each accepted proposal. You can change it on each accepted proposal's card.

Overdue invoices

The day after an invoice's due date, it turns Overdue. Aventide drafts a payment reminder and puts it in Approvals, in the Daily Brief and in Sidekick. Nothing goes to your client until you approve it.

Good to know

Totals only count providers that are still connected. If you disconnect one, its records stay stored but drop out of your totals.