Revenue this month
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Costs this month
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Profit this month
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Jobs
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Subscriptions
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Weekly profit (2026)
Jan 1, 2026 to Dec 31, 2026
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Recent invoices
Latest billing activity
Invoice
Status
Amount
Due
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Quick actions
Stay on top of work
Customers
Manage customer profiles and portal access.
Name
Email
Billing
Totals
Actions
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New customer
Create or update customer details.
Customer
Email
Total spent
£0.00
Monthly recurring revenue
£0.00
Active subscriptions
0
Jobs
Work history for this customer.
Billable ID
Description
Cost
Status
Completed
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Subscriptions
Recurring services.
Billable ID
Description
Monthly
Status
Next invoice
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Websites
Quick login links for this customer.
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Add website
Store a login link (no passwords).
Jobs
Track one-off work and invoice status.
Billable ID
Description
Customer
Cost
Status
Actions
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New job
Capture work requests and status.
Subscriptions
Monthly recurring billing plans.
Billable ID
Description
Customer
Monthly
Status
Next invoice
Actions
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New subscription
Set recurring services and pricing.
Monthly tracking
Track status and paid/unpaid by month.
Month
Status
Payment
Actions
Select a subscription to track months.
Costs
Track expenses and attach receipts.
Date
Description
Amount
Type
Receipt
Actions
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New cost
Add expenses with receipt files.
New invoice
Add line items and set due dates.
Invoices
Create, send, and download invoices.
Invoice
Customer
Total
Status
Due
Actions
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Brand settings
Upload a new logo for the top navigation.
Email delivery
Use SMTP2GO API for invoice sending.
Invoice payment details
Shown on generated invoice PDFs.
Profile
Update your admin contact details.
Staff users
Create staff accounts with full CRM access (no admin controls).
Name
Email
Created
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Reset password
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Your invoices
Download or review billing history
Invoice
Status
Amount
Due
Actions
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Your websites
Quick login links
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Your jobs
All one-off jobs on your account
Description
Cost
Status
Completed
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Your subscriptions
All recurring services
Description
Monthly
Status
Next invoice
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Support
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Account settings
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