Invoices, catalog, coupons, and reports

Finance overview

Finance summarizes invoice totals, paid and open amounts, recent invoices, and currency context. Use it for client receivables; Mencey subscription billing is separate.

Create an invoice

• Choose the client company and issuer profile
• Add catalog or custom line items
• Apply an eligible coupon
• Review currency, dates, taxes, totals, and payment state
• Generate the branded PDF
• Share, email, download, edit, or delete from the invoice record

Catalog and coupons

Catalog stores products and services at workspace, company, or project scope. Coupons are workspace-wide and activated for the projects where they may be used.

Invoice templates

Template settings control presentation. Review the company profile, logo, legal footer, and issuer details before sending client-facing documents.

Hours reports

Choose a company, date range, and projects to summarize logged time and billable earnings, then generate a PDF after verifying the worklogs.