LedgerOS · Sales

Invoicing

Every line auto-allocates to CCA revenue, pass-through, commission, tax reserve, or deferred revenue in real time.

Export New invoice
Back to invoices
Net 14 · Issued Apr 15, 2025 · Due Apr 29, 2025
INV-1019Overdue
Redwood Roofing Inc. · Multi-state permit prep
Total
$6,800.00
Paid $0.00 · Balance $6,800.00
Line items
ServiceTreatmentGLQtyRateTotal
Municipal permit fees
Permits
Restricted2200 - Client Trust Liability1$1,820.00$1,820.00
Courier & shipping
Permits
Restricted1350 - Reimbursables Receivable1$140.00$140.00
Permit coordination
Permits · D. Ortega
Operating4000 - Service Revenue1$4,210.00$4,210.00
Sales commission accrual — D. Ortega
Sales
Operating4010 - Commissionable Revenue1$420.00$420.00
Tax reserve
Finance
Reserved2400 - Tax Reserve1$210.00$210.00
Subtotal$6,800.00
Total$6,800.00
Payment likelihood
Possible dispute32
Possible dispute
  • 17 days overdue
  • Client emailed with scope question May 3
  • Reliability score fair
Advisory — this score guides prioritization, not decisions.
Activity timeline
Every action leaves an audit trail
  1. 1
    Invoice created
    Apr 15, 2025 · R. Alvarez
  2. 2
    Sent to aaron@redwoodroof.com
    Apr 15, 2025 · M. Rose
  3. 3
    Overdue reminder sent (day 1)
    Apr 30, 2025 · System
  4. 4
    Replied — scope clarification requested
    May 3, 2025 · Client
  5. 5
    Second reminder sent
    May 10, 2025 · System