Modules

Finance.

Track invoices, subscriptions, and payments against your companies and deals, send invoices and receipts, and download each document as a PDF.

Finance holds the money side of each account: invoices, subscriptions, and payments. Records come from a connected Stripe account, or you add them by hand.

Concepts

Record types. An invoice asks for payment. A subscription bills on a schedule and creates invoices. A payment records money received.
Record ID. Each record has a permanent ID with a prefix: INV, SUB, or PAY. Search by the ID to find it.
Source. Manual for a record you added. For an imported record, the Source column names the Stripe account.
Original currency. Each amount shows in its own currency. Finance never adds amounts in different currencies together, and never sorts amounts across currencies. Each currency has a separate total.
Total paid and Outstanding. Total paid adds the money received, including part payments. Outstanding adds only the open invoice balances. Draft, void, and uncollectible invoices add nothing to Outstanding.

The Finance table

The table shows one main row for each subscription, standalone invoice, or standalone payment. Select the disclosure button on a subscription to show its invoices as indented rows. Each expanded subscription pages its own invoices.

Columns include Record ID, Company, Contact, Type, Source, Status, Total paid, Outstanding, Billing, Due date, Last updated, and Last activity. Use the shared filters, including an Amount filter with preset bands, and save views as in other modules. Select Archived to see archived records.

The finance record

Select a row to open its record sheet. The header shows the company logo, Total paid, and Outstanding.

Tab	What it holds
Overview	The amount, status, dates, and a Links section. An invoice shows its subscription and a Payments table. A payment shows its invoice and subscription. Last updated, Last activity, and Last viewed show here.
Document	For an invoice or subscription: an A4 paper built from the record, with zoom, fit width, download, and page controls. A version select chooses which PDF to download. An old PDF never changes.
Billing history	The linked records, ordered by billing date.
Deal	Link or unlink a deal from the same company.
Company	The purchaser company.
Contacts	The billing contact first, then the deal or company contacts.
Agent	A chat about this record.
Activity	Notes, calls, emails, meetings, tasks, and lifecycle entries such as creation, import, edits, and archive.

Invoice sheets show a Products section. Subscription sheets show an Items section.

What you can do

Create a record. Select new, choose the type, and choose a company. A manual record needs a company. You can link a deal from that company. An invoice or subscription needs at least one item, with a description, quantity, and line amount. A payment has no items.
Send an invoice. Open the invoice and select Send invoice. Enter the recipient email and an optional message.
Send a receipt. Open a paid payment and select Send receipt. It goes to the linked contact or the billing email.
Download an invoice. Select Download invoice for a PDF.
Archive and restore single records or a selection.
Export finance records as CSV from Settings → Import & Export. Finance has no CSV import.

Set up

Connect Stripe in Settings → Connections to import invoices, subscriptions, and payments. See Connections.
Link imported records to companies. An imported record can stay unlinked, and it shows the billing customer name until you link it.
Upload your workspace logo in Settings → General. Invoice documents show it.

Typical workflows

Chase overdue invoices. Filter by status and sort by due date. Open each invoice with an outstanding balance. Log a call or send the invoice again.
Invoice a signed contract. In Legal, select Create invoice on a signed document. A draft invoice opens with the deal linked. An agent can also prepare a matching draft invoice in Stripe. It waits in the deal Agent tab for your approval, and the agent never sends or charges it.
Check an account’s income. Open the company. The Income statistic shows received money for each currency. The Finance tab lists every linked record.

Open it in your workspace

Open https://<your-portal>.example.com/<workspace>/finance to see your finance records.