System Overview
All organisations at a glance
Organisations
0
Total Users
0
Total Invoiced
--
Outstanding
--
Organisations
| Name | Type | Org Admin | Users | Actions |
|---|
Organisations
All orgs and sub-orgs
All Organisations
| Name | Reg No | Parent | Admin | Prefix | Actions |
|---|
Organisation
Team Members
| Name | Role | Actions |
|---|
Sub-Organisations
| Name | Admin | Actions |
|---|
Recent Invoices
| Invoice | Client | Amount | Status |
|---|
All Users
System-wide user management
Users
| Name | Role | Organisation | Actions |
|---|
All Invoices
System-wide invoice view
Invoices
| Invoice | Organisation | Client | Total | Balance | Status | Actions |
|---|
Super Admins
Manage system-level access
Current Super Admins
Super admins have full unrestricted access. Add with care.
Dashboard
Your organisation overview
Total Invoiced
£0
0 invoices
Paid
£0
Outstanding
£0
This Month
£0
Recent Invoices
| Invoice | Client | Amount | Status | Actions |
|---|
Quotes
Draft, send and confirm client work
All Quotes
| Quote | Client | Type | Date | Total | Status | Actions |
|---|
New Quote
Create a client quote for an event or order
Quote Details
Client
Event Details
Services / Items
Use categories such as Audio, Video or Camera. Optional items are excluded from the main quote total. An Alternate replaces a selected main item and gets its own scenario total.
| Service | Description | Qty | Unit Price | Pricing |
|---|
Base Subtotal£0.00
Discount-£0.00
Base Quote Total£0.00
Commercial Details
Confirmed Events / Orders
Approved work awaiting fulfilment or invoicing
| Quote | Client | Event / Order | Date | Total | Invoice | Actions |
|---|
Auto Invoice Approval
Invoices prepared automatically after confirmed event/order dates. Review before issuing.
| Client | Event / Order | Date | Amount | Generated | Actions |
|---|
Invoices
All Invoices
| Invoice | Client | Total | Advance | Balance | Status | Actions |
|---|
New Invoice
Fill in details and generate
Invoice Details
Client
Event / Project Details
Services
| Service | Description | Qty | Unit Price |
|---|
Subtotal£0.00
Discount-£0.00
Total£0.00
Payment
Notes and Terms
Clients
Possible duplicate:
Client List
| Name | Company | Phone | Actions |
|---|
Services
Possible duplicate:
Services
| Name | Description | Default Price | Actions |
|---|
T&C Templates
Templates
| Template Name | Preview | Actions |
|---|
Team
Users in your organisation
| Name | Role | Actions |
|---|
Settings
Company Details
Invoice Configuration
Enable Project / Event Section
Show on invoices
Bank Details
Branding
Default: #B8962E
Click to upload logo
PNG or SVG, max 2MB
Leave empty to use the default gold bars mark
Automation
Automated Client Emails
Requires the Cloudflare automation worker in the deployment package.
Payment reminders begin on the invoice due date, then repeat at this interval until payment is confirmed. First-time clients receive the returning-client coupon in their payment thank-you email.
Email (EmailJS)