REVENUE · INVOICES · AUTOMATIONS

Your book

Track placements through to paid. Automations handle the chase so you can focus on the next role.

Q2 BOOKED

$168K

of $320K target

COLLECTED

$104K

62% of booked

OUTSTANDING

$52K

5 invoices open

FORECAST

$216K

incl. likely close

Quarter pace52 of 91 days · on track

Collected $104K Invoiced $64K Likely $48K

Automations

4 active · saved 6.2 hrs this month

Auto-invoice on Signed

Generate invoice 24h after offer status → Signed. Pulls fee % from client contract.

3 sent this month

Net-30 reminder cadence

Day 14 nudge, day 28 final, day 31 escalate to client lead. Polite tone, your signature.

12 emails sent · 4 paid early

Stripe → ledger sync

Mark invoices paid when Stripe webhook fires. Reconciles fee splits with referral partners.

Last run · 2h ago

Quarterly fee true-up

OFF

Reviews discounted placements vs contract and flags adjustments before quarter-end.

Suggested · 2 clients eligible

Invoices

INVOICECLIENT · PLACEMENTFEEAMOUNTSTATUSACTION

INV-0042

Retell

Ravi K. · Staff Eng

22%$42,000Draft

INV-0041

Omnea

Sam P. · Head of Product

20%$14,000Sent · due tomorrow

INV-0040

Decagon

Tom R. · VP Eng

22%$38,000Sent · day 18

INV-0039

Clarion

Anna B. · Director, Design

20%$18,000Overdue · 12d

INV-0038

Giga

Cara L. · Sr. PM

18%$26,000Paid · Apr 28

INV-0037

Retell

Jordan M. · ML Lead

22%$36,000Paid · Apr 14

Fees by client · YTD

Retell$118K

Decagon$76K

Omnea$42K

Clarion$36K

Giga$26K

Fee structures

Retell22% · Net 30

Decagon22% · Net 30 · MSA

Omnea20% · Net 30

Clarion20% · Net 45

Giga18% · Retainer + 12%