LedgerOS · Sales

Invoicing

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

Export New invoice

Recurring invoices

Subscriptions, retainers, and monthly compliance schedules.

Ironclad HVAC Co.
Monthly compliance management
Active
Amount
$2,400
Frequency
Monthly
Next run Jun 1, 2025 · 24 runs completed
OperatingNon-Commissionable Revenue
Blue Ridge Builders
Compliance retainer
Active
Amount
$3,500
Frequency
Monthly
Next run Jun 3, 2025 · 14 runs completed
OperatingNon-Commissionable Revenue
Northstar Electric
Multi-state monitoring
Active
Amount
$4,800
Frequency
Monthly
Next run Jun 5, 2025 · 9 runs completed
OperatingNon-Commissionable Revenue
Summit Solar Partners
Advisory retainer
Active
Amount
$6,200
Frequency
Quarterly
Next run Jul 1, 2025 · 3 runs completed
OperatingCCA Service Revenue
Cascade Mechanical Group
Annual renewal package
Active
Amount
$12,400
Frequency
Annually
Next run Nov 14, 2025 · 3 runs completed
OperatingCCA Service Revenue
Atlas Concrete Works
Monthly compliance management
Paused
Amount
$2,800
Frequency
Monthly
Next run — · 6 runs completed
OperatingNon-Commissionable Revenue