| Select row | Item | Due Date | Status | Client | Type | Person | Owed | Duration |
|---|
Line Items
Customize
From and Payment Note are saved as your defaults. Invoice Message applies to this invoice only.
Saved Invoices
| Business | Contact | Phone |
|---|
Cash Flow
Forecast by service month using project descriptions when dates need review.
Account
Statuses
Types
Workspace
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Agents
AI agents (Claude, Codex, Grok, Hermes) connect with a token instead of a login. An agent can read this workspace, comment, create tasks, and change statuses under its own name. Revoke cuts it off immediately. Setup guide