The billing workspace

Six tabs, each answering a different question about money.

Where to find it

Invoices

Everything you've billed, filterable by status — Draft, Issued / Sent, Paid, Void.

Drafts are worth checking weekly. An invoice sitting in draft is work you did and haven't asked to be paid for, and it's invisible in every aging report because it was never issued.

Unbilled WIP

Time and expenses recorded but not yet on an invoice.

This is the number most firms underestimate. It's work already done, not yet asked for, and it sits between your effort and your bank account. Reviewing it before a billing run is how you catch the job somebody forgot to bill entirely.

Receivables

Invoices issued and not yet paid, aged.

Where WIP is work you haven't billed, receivables are bills the client hasn't paid. Different problems with different fixes — WIP is an internal discipline problem, receivables are a client conversation.

Statements

A statement summarises a client's account rather than a single invoice. Useful for a client with several open invoices who wants one view of what they owe.

Statements can be put on a schedule so they go out automatically.

Retainers

Money held against future work. Retainers are recorded here and drawn down as you bill.

A retainer isn't a payment against an invoice — it's a balance you hold. Recording one as a payment breaks both the invoice and the retainer balance.

Reports

Billing reports across the firm.

Which tab answers your question

• Did we bill everything we did? → Unbilled WIP
• Who owes us money? → Receivables
• Did that invoice go out? → Invoices, filtered to Draft
• What's this client's overall position? → Statements
• Have we used up what they paid in advance? → Retainers

Notes and limits

• Saved views work here the same way they do on tasks.
• Batch billing runs several invoices at once, which is how most firms handle a monthly cycle.
• Tabs you lack permission for don't appear.