Draft and finalized invoices
Separate work in progress from invoices that are ready for customers.
Create invoices, connect customers, and keep receivables visible without forcing the team into a larger accounting rollout first.
Separate work in progress from invoices that are ready for customers.
Store customer details where invoice work already happens.
Track what has been sent, finalized, and still needs payment attention.
Use invoice records as the source for customer-facing billing documents.
Start with one customer and one invoice, then keep receivables visible as work grows.