Built for Freelancers and small studios
- Six organized worksheets
- Dashboard with eight operational KPIs
- Partial-payment support
- Invoice aging buckets
- 100 invoices and 200 payment records
- 30-item follow-up queue
- No macros, bank connection or automatic messages
Good fit when
- Invoices and confirmed payments live in separate notes
- You need a calm weekly follow-up queue
- Partial payments make balances hard to review