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Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year. Adding the functionality to change the status of invoices to overdue or paid will help with reducing debtors.

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    • Admin
      Rob Millen
      Feb 16, 2024

      Thanks Lewis, we'll look at this. Worth noting that if you use Xero for your firm, you can integrate to get this information to present here:

      https://help-iris.co.uk/elements/clients/view-xero-sales-ledger-data-client-record.htm

      Beyond that, we are building Billing functionality within Elements.