01
Insight cards (top)
Four tiles: Drafts pending, Overdue total, Outstanding total, Paid this month. Each is clickable — jumps to the relevant filter.
02
Invoice list
Sorted by actionability: overdue → drafts → sent → paid → void. Within each group, newest first. Filter by status, customer, date range.
03
Collections (owner-only)
Tab 2: dashboard of overdue accounts grouped by severity bucket (1-30 days, 30-60, 60+). Quick actions: send reminder, call customer, write off.
04
Payment plans
Tab 3: turn an overdue invoice into installments. Customer pays automatically on schedule via AutoPay.
05
Customer credits
Tab 4: issue credits (refunds, goodwill, prepayment). Credits apply automatically to the customer's next invoice.
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