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Company admin — every job, contact, and report in the company.

Billing

Invoices

Draws, deposits, and retainage. Record the check when it hits — outstanding AR is what the office actually tracks.

InvoiceCustomerStatusDueTotalBalance
INV-2001

Alvarez roof — progress

Dana AlvarezSentAug 26, 2026$12,400$12,400
INV-2002

Hart dry-out — emergency

Owen HartPartialAug 1, 2026$4,065$1,665
INV-2003

Blake kitchen — Application 2

Nora BlakeSentAug 22, 2026$18,600$18,600
INV-2004

Whitfield basement — Application 3

Ben WhitfieldPartialAug 15, 2026$19,600$7,600
INV-2005

Calder siding — retainage

Ivy CalderOverdueAug 18, 2026$3,180$3,180
INV-2006

Patel roof — final

Ross PatelPaidApr 20, 2026$19,200$0
INV-2007

Nguyen windows — final

Cara NguyenPaidApr 13, 2026$22,100$0
INV-2008

Nash deck — final

Greg NashPaidJun 1, 2026$24,600$0
INV-2009

Copperline Suite 200 — retainage

Copperline Retail GroupPaidMay 16, 2026$9,300$0
INV-2010

Redmond addition — deposit

Cleo RedmondSentSep 2, 2026$14,800$14,800