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Hello, Alex.

Here's what's happening with your account.

Outstanding
$4,250
1 invoice due in 12 days
Paid this year
$28,400
↑ 18% vs last year
Active projects
3
2 in review
Recent activity
DocumentDateStatusAmount
Invoice #INV-2026-0042
Q2 retainer + add'l hours
 May 1, 2026 Due May 16 $4,250.00
Sales receipt #SR-2026-0118
Strategy workshop
 Apr 14, 2026 Paid $1,800.00
Invoice #INV-2026-0031
Q1 retainer
 Mar 1, 2026 Paid $3,500.00

Dashboard

Tuesday, May 4 · 12 active clients

Outstanding A/R
$18,420
across 6 invoices
Collected MTD
$32,100
↑ 12% vs last month
Unread messages
5
3 from clients today
Needs attention
ClientItemStatusAmount
Northwind Logistics INV-2026-0038 — overdue 4 days Overdue $6,200.00
Acme Co. Reply pending in support thread Reply due —
Fabrikam Inc. QuickBooks reconnect required Action needed —
Invoice
INV-2026-0042
Billed to
Acme Co.
Alex Morgan · alex@acme.com
Amount due
$4,250.00
Issue date
May 1, 2026
Due date
May 16, 2026
Terms
Net 15
DescriptionQtyRateAmount
Q2 retainer — May 20261$3,500.00$3,500.00
Additional hours — week of Apr 213$150.00$450.00
Additional hours — week of Apr 282$150.00$300.00
Subtotal$4,250.00
Tax$0.00
Total due$4,250.00
Synced from QuickBooks Online · Last updated 2 min ago