Invoices and expenses template

Money and property. A ready-made Kindrow section, free to add.

Bill your clients, see who still owes you, and keep every expense with its receipt.

For a freelancer or a small firm. Invoices are numbered for you and add up their lines, tax and total, and each client shows what they still owe. Mark an invoice paid in one tap; one left unpaid past its due date is marked overdue and you are told. Expenses keep their receipt and can be flagged to bill on to a client. Clients can sign in to see and download their own invoices.

What it does

• Numbered invoices with lines, tax and totals worked out
• What each client still owes, and overdue invoices flagged for you
• Expenses with their receipts, by category
• A sign-in for clients to see and download their invoices

Pages

Clients

Who you bill, with what they still owe.

Fields: Client, Contact person, Email, Phone, Tax number, Address, Owed, Invoices (links to Invoices), Expenses (links to Expenses).

4 sample records.

Invoices

Each invoice, its lines and whether it has been paid.

Fields: Invoice, Number, Status, Client (links to Clients), Client email, Issued on, Due on, Paid on, Lines (links to Invoice lines), Subtotal, Tax rate, Tax, Total, Still to pay, Note to the client.

6 sample records.

Invoice lines

What each invoice charges for, line by line.

Fields: Description, Invoice (links to Invoices), Quantity, Unit price, Line total.

10 sample records.

Expenses

What you spend on the work, with the receipt.

Fields: Description, Amount, Date, Category, Paid with, Receipt, Billable, Client (links to Clients).

7 sample records.

Apps

• Add an expense: Note what you spent while you still have the receipt: photograph it, type the amount, done.
• Unpaid invoices: Every invoice sent and not yet paid, the earliest due first. When the money arrives, mark it paid in one tap.

Automations

• Invoice overdue: The morning after an invoice's due date, if it is still not paid, it is marked Overdue and you get a notification.
• Fill in the paid date: When an invoice is set to Paid and has no paid date yet, today's date is filled in.
• Reminder to the client: Three days before an invoice is due, if it is still unpaid, the client gets a short email reminder with the amount and the date.

Portal

Client invoices: Each client signs in with the email on their Clients record and sees only their own invoices, never drafts, with the lines, tax and total, and can download any of them as a PDF. Client sign-in needs Pro, so on Free this portal is not added.

Make it yours with Kindrow AI

Once it is added, ask Kindrow AI to change it, for example:

• Use 16% sales tax by default and add my bank details to every invoice.
• Add a monthly chart of expenses by category and a budget for each category.

Create a free account to add the Invoices and expenses template, or see all templates.