Leads to follow up
Open leads with a follow-up date. Overdue ones are flagged.
| Lead | Stage | Follow-up date | Value |
|---|
Invoices to collect
Unpaid invoices, most overdue first — a nudge to send a reminder.
| Invoice | Client | Due | Days over | Owed |
|---|
Recurring invoices
Invoices set to repeat. Generate the next copy when it's due.
| Invoice | Client | Every | Next due |
|---|