Trust

Rahul Patel · Initial retainer

card ···· 4242 · Jul 12, 2026 · Client (portal)

$5,000

Operating

M. Santos · INV-2026-05 · Legal services — May 2026

card ···· 1881 · Jun 25, 2026 · Client (portal)

$3,150

Total Invoiced YTD

$30,225

Collected

$24,875

11 invoices paid

Outstanding

$1,250

1 awaiting payment

Overdue

$600

requires follow-up

Avg Days to Pay

23

days (YTD avg)

Recurring invoices

auto-billing · Phase 2

Sterling LLC · General counsel retainer

Monthly · next Jan 1, 2026

$2,500

Anderson Corp · Monthly advisory

Monthly · paused

$4,000

1 active · generated and charged automatically once Stripe subscription billing is connected.

Payment plans

Accounts receivable aging

Track how long invoices have been outstanding

Total AR: $2,650
Current (0–30 days)2 inv
$1,850
31–60 days0 inv
$0
61–90 days0 inv
$0
90+ days1 inv
$800

Bad debt risk

Revenue pipeline

From time logged to cash collected · click a stage to filter

Time logged
$28,425
Billable WIP
Invoiced
$30,225
Total invoiced YTD
Sent
$1,850
Awaiting payment
Viewed
$1,250
Client opened
Paid
$24,875
Cash collected
Invoice #ClientMatterAmountSent DateDue dateStatusActions
INV-2025-014David NguyenBreach of Contract —…$2,7002026-08-10
Draft
INV-2025-008Aaron & Rebecca GoldmanGoldman Family Trust$3,2002026-07-062026-08-02
Paid
INV-2025-009Carlos & Elena RodriguezDivorce & Custody$2,1002026-07-082026-07-30
Paid
INV-2025-007James & Lisa KimKim — Divorce Procee…$1,2502026-07-132026-07-27
Sent
INV-2025-006Maria SanchezI-485 Adjustment of …$8752026-07-102026-07-25
Paid
INV-2025-010Michael ThompsonI-485 Adjustment of …$6502026-07-072026-07-23
Paid
INV-2025-013Sterling LLCSterling v. Partners…$4,5002026-06-262026-07-10
Paid
INV-2025-005Raj PatelH1B Extension Petiti…$8502026-06-252026-07-06
Paid
INV-2025-011Marcus WebbEmployment Discrimin…$6002026-06-252026-07-06
Overdue
INV-2025-001Robert & Diana ChenEstate Administratio…$1,8002026-06-202026-07-05
Paid
INV-2025-004Anderson CorpAnderson Corp v. Mid…$5,5002026-06-202026-07-05
Paid
INV-2025-012Sofia GarciaWrongful Termination$1,8002026-06-192026-07-03
Paid
INV-2025-003Elena MartinezAsylum Petition$1,2002026-06-152026-06-30
Paid
INV-2025-002Harold PetersonEstate Planning & Tr…$2,4002026-06-102026-06-25
Paid
INV-2025-015$8002026-03-232026-04-06
Bad debt

Showing 15 invoices · Total: $30,225