Invoices and profit
Quotes become invoices, invoices become payments, and payments walk the invoice through its own status without anybody setting it. Recurring reminders fire themselves. Delivery cost gets logged against the work it belongs to, so the margin on a client is a number you can read rather than a number you assume.
Outstanding
$22.5k
Overdue
$6.1k
Collected this month
$17.4k
Invoiced this month
$28.6k
Days past due
Current
$16.4k
1 to 30
$6.1k
31 to 60
--
61 to 90
--
Over 90
--
Overdue is worked out from the due date every time this page renders. Nothing runs in the background to decide it.
Invoices
| Number | Client | Issued | Due | Total | Paid | Status |
|---|---|---|---|---|---|---|
| 2026-047 | Riverbend Dental | Oct 1 | Oct 31 | $14.5k | -- | Sent |
| 2026-046 | Northwood Plumbing | Sep 23 | Oct 23 | $3.8k | $1.9k | Partially paid |
| 2026-045 | Lakeshore CPA | Sep 10 | Oct 10 | $2.4k | $2.4k | Paid |
| 2026-044 | Beacon Hill Realty | Aug 13 | Sep 12 | $6.1k | -- | Overdue22 days past due |
| 2026-043 | Summit Auto Glass | Aug 27 | Sep 26 | $3.0k | $3.0k | Paid |
| draft | Cottonwood Veterinary | not issued | Nov 3 | $1.8k | -- | Draft |
An issued invoice is frozen and its PDF never changes again. A correction is a void with a reason and a reissue under a new number, never a quiet edit of the document somebody already has.
Billing cadence
Lakeshore CPA retainer
Monthlybell and emailNext due Oct 10Northwood scan coverage
Biweeklybell and emailNext due Oct 6Summit Auto Glass hosting
Quarterlybell onlyNext due Nov 14
On a reminder's due morning it lands in the bell for every active admin, then advances itself by its cadence, so a missed day fires once and keeps the original schedule.
Profit and health
Cash received
$17.4k
Tracked costs
$4.2k
Net
$13.3k
Margin 76%
Weighted pipeline
$44.0k
Twelve months
Where the money came from
| Client | Cash received | Delivery cost | Margin |
|---|---|---|---|
| Riverbend Dental | $7.3k | $1.5k | 80% |
| Lakeshore CPA | $4.8k | $620 | 87% |
| Summit Auto Glass | $3.0k | $710 | 76% |
| Northwood Plumbing | $1.9k | $440 | 77% |
| Harborline Logistics | $550 | $90 | 84% |
The costs side counts what Canopy actually tracks, so this margin is a read over your own control plane, not a books-grade number. The per-client delivery cost stays a per-client read and is never folded into the org line.