3connected sheets
4ready-to-use views
2workflow rules
7optional examples
SHEET 1
Customers
The people and businesses you bill.
| Name | Billing address | Contact name | Invoices | |
|---|---|---|---|---|
| Northstar Studio | 42 Example Avenue, Example City | billing@example.test | Alex Morgan | INV-001 · Brand discovery |
| Evergreen Co. | 18 Example Lane, Example City | accounts@example.test | Jordan Lee | INV-002 · Website design |
Fields and views included
NametextBilling addresslong textEmailemailContact nametextInvoicesrelation
All items (table)
SHEET 2
Invoices
Amounts, dates, and the work behind each invoice.
| Name | Status | Issue date | Due date | Terms | Total | Customer | Line items |
|---|---|---|---|---|---|---|---|
| INV-001 · Brand discovery | Draft | 2026-09-28 | 2026-10-28 | Payment due within 30 days. Example only. | $1,500.00 | Northstar Studio | Brand discovery workshop, Research synthesis |
| INV-002 · Website design | Draft | 2026-09-28 | 2026-10-12 | Payment due within 14 days. Example only. | $1,200.00 | Evergreen Co. | Homepage concepts |
Fields and views included
NametextStatusstatusIssue datedateDue datedateTermslong textTotalrollupCustomerrelationLine itemsrelation
All items (table) · Board (board)
SHEET 3
Invoice lines
One line per service or product. Add these from its invoice record.
| Name | Quantity | Unit price | Amount | Invoice |
|---|---|---|---|---|
| Brand discovery workshop | 2 | $450.00 | $900.00 | INV-001 · Brand discovery |
| Research synthesis | 1 | $600.00 | $600.00 | INV-001 · Brand discovery |
| Homepage concepts | 3 | $400.00 | $1,200.00 | INV-002 · Website design |
Fields and views included
NametextQuantitynumberUnit pricenumberAmountformulaInvoicerelation
All items (table)
Connected from the start.
- Invoices connects to Customers through Customer
- Invoice lines connects to Invoices through Invoice
Overview
- Recordsmetric
- Due next 7 daysmetric
- Overduemetric
- On the horizonagenda
- Needs a datemetric
- Invoices by statusdonut
- Records addedline
Billing & invoices brief
- Executive summarytext
- Recordsmetric
- Total unit pricemetric
- Invoicesmetric
- Invoices by statusdonut
- Records addedline
- What matters nexttext
- Invoicestable
Make it yours.
Customers, invoices, and line items with reusable document layouts.
- Includes editable invoice and quote templates. Preview, finalize, and download a preserved PDF from Documents.
- Amounts track your work. Payment collection and accounting posting are separate services.
These previews use fictional examples from the same catalog as the app. Example records are optional when installing. You can rename fields, adjust views, and add your own work afterward. Templates are included in every planned launch plan.