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Core Client AI Dashboard
Dashboard
Clients
Notes
Payments
Invoices
Recent Clients
Total Payments: $0
Recent Payments
Total Payments: $0
Client Cards
Add New Client
Sticky Client Notes
Create Folder
Password
Export Documents
Add New Note
Payment Records
Add Payment
Custom Client Invoice
Upload Company Logo
Invoice #
Client
Status
Draft
Sent
Paid
Past Due
Client / Company
Client Email
Billing Address
Invoice Date
Due Date
Tax %
Notes / Terms
Line Items
Add Line
Save Invoice
Export PDF
New Invoice
Delete Current
Saved Invoices
Edit Client
×
Company
Comment
Client Name
City
State
Services
Platform
URL
Email
Phone
Cancel
Save
Delete
Add Payment
×
Payment Month
Date
Name
Business
Paid
Payment
Zelle
CC
Cash
Check
ACH
Other
Services
Cancel
Save
Delete
Client Note
×
Client
Folder
Sticky Color
URL
Note Title
Note
Attachments
Cancel
Save Note
Delete
Create Folder
×
Folder Name
Cancel
Save Folder
Add Password
Password Protection
×
Password Applies To
Folder
Single Note
Select Folder
Select Note
New Password
Cancel
Clear Password
Save Password
Attachment Preview
×
Close
Open File
Download File
