Finance and invoices

Understand the Finance workspace

Finance is an optional module: turn it on in Settings → Modules and it appears in the sidebar (the page is /finance). Its tabs are Overview, Accounts, Transactions, Budget, Invoices, Expenses, Payables, Clients and Ledger. The Ledger combines everything into one cashflow view. Your finance records are private to your workspace.

Create an invoice

Invoices are in US dollars; there is no currency choice on the form yet. Files can be attached once the invoice is saved.

Once a day FocusPilot marks unpaid invoices past their due date as overdue and sends the Overdue invoices notification. Its email is off for new accounts; turn it on in Settings → Notifications.

1. 1Open Invoices and select New invoice.
2. 2Pick a client, or leave it as No client. Add clients on the Clients tab.
3. 3Leave the number empty to get the next number automatically (like INV-0001), or enter your own unique number.
4. 4Add line items, dates and a status (draft, sent, partial, paid, overdue or void), then create the invoice.
5. 5To record a payment later, edit the invoice and fill in Paid amount.

Delivery responsibility

FocusPilot currently manages invoice records but does not email invoices to your clients. This avoids sending customer-facing financial mail from the FocusPilot identity as though it came from you. Share the finalized invoice through your own approved business communication channel.

Track actual cashflow

• Accounts: add checking, savings, cash, credit and investment accounts. The Accounts tab shows your net worth.
• Transactions → Import: upload a bank CSV with Date + Amount, or Date + Debit/Credit columns, into the account you choose (up to 1,000 rows and 2 MB per file).
• Recurring rules (Transactions) repeat daily, weekly, monthly or yearly, with an account, category, payee and start and end dates.
• Budget: create income and expense categories with a colour, set a monthly budget on expense categories, and see spending for the last 6 months.
• Expenses can be paid, pending or reimbursable, and carry a receipt (PDF, JPEG, PNG or WebP). Receipts count toward your file storage.
• Payables track bills you owe: pending, approved, scheduled, paid or overdue.
• There is no finance CSV export yet.