Tell the agent how your firm invoices and it builds a web app of open invoices, aging buckets, client balances and payment follow-ups, ready to publish to your team.
Build a billing dashboard for a 15-person design agency. Store clients with a billing contact, payment terms in days and a currency. Track invoices with number, client, issue date, due date, amount and status (draft, sent, partially paid, paid, void, written off), and record each payment against its invoice. Show a receivables overview split into current, 1–30, 31–60, 61–90 and over-90-days buckets, a client balances table and an overdue list sorted by days late. Account leads log follow-up calls with a promised pay date. Treat an invoice as overdue once its due date has passed and a balance remains.
Cash trouble at a service firm rarely starts with a lost client. It starts with a retainer invoice that drifts to 45 days past due while everyone assumes someone else sent the reminder. Your accounting software records what was billed, but the aging report gets exported once a month and the collection history lives in individual inboxes. A billing dashboard built with Netiva keeps every open invoice, payment and follow-up in one place, ages receivables by due date and shows each client’s balance, so the team knows exactly who to call this week.
The overview adds up everything still outstanding and splits it by days past due, so you see at a glance how much is current and how much has been sitting for two or three months.
Each client page lists open invoices, payments received and the oldest unpaid date, plus how long that client usually takes to pay, so account leads know where things stand before the next status meeting.
Every call, reminder and reply is logged against the invoice it concerns, with the date the client promised to pay and when someone should check in next.
Scheduled jobs email billing contacts before and after the due date, and send the owner a weekly summary of what’s overdue, what came in and which promises fell through.
Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.
Who you bill, on what terms and in which currency.
Every invoice you issue, with its dates, amount and where it stands.
Money received, matched to the invoice it settles.
The collection trail for each unpaid invoice.
Required field. Types are Netiva collection field types.
A typical first version. Ask the agent for more, or annotate the preview to change any of them.
Total outstanding, the aging buckets, this month’s invoiced and collected figures and the five largest overdue balances.
Your teamEvery invoice past its due date, sorted by days late, with the last follow-up and any promised pay date.
Your teamAmount, payments applied, remaining balance, the attached PDF and the full follow-up history for one invoice.
Your teamOpen and paid invoices for one client, the current balance, average days to pay and the credit-hold flag.
Your teamToday’s call list for account leads: check-ins due, promises that were missed and invoices nobody has chased yet.
Your teamA signed-in client contact sees only their own open invoices, recent payments and the balance due.
Signed-in usersTell Netiva your usual payment terms, which currencies you invoice in and how you want receivables aged. The agent sets up collections for clients, invoices, payments and follow-ups.
Enter what’s currently unpaid in the grid, or ask for a connection to your accounting software’s API. The collection assistant can tidy client names and fill missing due dates across rows.
Compare the aging totals in the live preview with your last accounting export. If a bucket looks off, annotate it and the agent adjusts the rule until the figures match.
Publish in one click, invite account leads to sign in and turn on the reminder emails and Monday digest. Each change is checkpointed, so a reminder rule you regret can be rolled back.
| Criterion | With Netiva | Traditional build |
|---|---|---|
| Aging report | Aging buckets worked out from due dates and balances whenever someone opens the dashboard | Exported from accounting software each month and reformatted in a spreadsheet |
| Chasing late payers | Scheduled reminder emails plus a follow-up log and promised pay date on every invoice | Reminders written by hand from a list someone has to remember to check |
| Getting started | Describe what you need in chat and watch it take shape in a live preview | Hire developers, or stitch together templates, plugins and a hosting plan |
| Content and data | Built-in collections with nine field types, bound straight to your pages | Set up and connect a separate database or CMS |
| Making changes | Ask the agent; every change is checkpointed and reversible | File a ticket, wait for a sprint, redeploy |
| Hosting and domain | Global hosting and automatic SSL; connect a custom domain from the Starter plan | Buy hosting, then install and renew SSL certificates yourself |
| Code ownership | Clean production code you own and can export | Locked into a template, plugin or agency setup |
The operations manager reviews the aging overview every Monday and assigns the over-30 invoices to account leads, who log calls from the follow-ups screen before the weekly partner meeting.
Milestone invoices are large and few. Each partner keeps a saved view of their own clients, and a missed promised pay date shows up in red before the next phase of work begins.
Dozens of small monthly invoices go to office clients. Automatic reminders handle routine late payers, and the credit-hold flag tells technicians which accounts need a word with the owner before the next visit.
The dashboard tracks invoices and collections; it doesn’t do bookkeeping, tax or revenue recognition. Keep issuing invoices where your accountant expects them, and sync only if your accounting provider offers an API.
This dashboard doesn’t collect money. Clients still pay by bank transfer or through your payment provider, and payments are either recorded by hand or pulled from that provider’s API.
Totals stay separate per currency unless you add an exchange-rate provider’s API and decide which rate date to use for converted figures.
Whether you can charge a late fee depends on your contracts and local rules. The app can show a fee you already agreed with a client, but it doesn’t decide what’s allowed.
For each invoice that still has a balance, the dashboard subtracts the due date from today to get days past due, then places it in current, 1–30, 31–60, 61–90 or over 90. The balance is the invoice amount minus the payments recorded against it. Some firms age from the invoice date instead; ask the agent to switch the rule or show both side by side.
Netiva apps can call REST APIs with keys stored securely, so if your accounting provider offers an API, you can ask the agent to pull new invoices and payments on a schedule. Read the provider’s API documentation first to see what it exposes. Without an API, enter open invoices in the collection grid, which works well for firms sending a few dozen invoices a month.
Yes. Client contacts can sign in to a statement page where each person sees only the invoices and payments for their own account. Many firms add a printable statement and a note with payment instructions. The page doesn’t take payments itself, so point clients to your usual bank details or payment link.
Yes, as a tile you ask the agent to add. Days sales outstanding is usually worked out as receivables divided by credit sales for a period, multiplied by the number of days in that period. Because service firms invoice nearly everything on terms, invoiced totals are a reasonable stand-in for credit sales. A per-client average days to pay is often more useful for collections.
Yes. Netiva apps can send email on a schedule, so you can set reminders before the due date and at the overdue intervals you choose, such as 7 and 21 days late. Each reminder can be logged on the invoice so account leads don’t double up. Reminders go by email only; text messages aren’t supported.
Yes. Netiva writes clean, framework-standard code that you own and can export whenever you like, with no proprietary runtime. If a developer later extends the dashboard, they start from readable source, and every change made in Netiva before then is checkpointed so you can compare or roll back versions.
Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.
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