Invoice Tracking

Manage all invoice statuses, due dates and collections.

£2,340

Overdue

£4,120

Pending Total

£11,860

Collected This Month

18

Open Invoices

INVOICE NO

CUSTOMER

ISSUE

DUE

AMOUNT

STATUS

#INV-1042

Riverside Pharmacy

12 Eyl

26 Eyl

£340.00

PAIDDisplay

#INV-1041

Blue Anchor Kebab House

10 Eyl

24 Eyl

£680.00

PENDINGDisplay

#INV-1039

Greenway Motors

02 Eyl

16 Eyl

£1,150.00

DUE PASSEDDisplay

#INV-1035

Coventry Wholesale Ltd

28 Aug

11 Eyl

£1,190.00

DUE PASSEDDisplay

#INV-1030

The Corner Bistro

20 Aug

03 Eyl

£420.00

PAIDDisplay

INVOICE DETAIL — SAMPLE VIEW

#INV-1039

Greenway Motors

6 DAY OVERDUE

Item	Qty	Unit	Tutar
Till Installation — S6	1	£850.00	£850.00
On-site Service Fee	2 hr	£75.00	£150.00
Travel Cost	1	£150.00	£150.00

Subtotal	£1,150.00
VAT (0% — exempt)	£0.00
Total	£1,150.00

My Profile & Preferences

A

✏️

—

Active

User Name —

First Name —

Primary Email —

Role —

Admin No

Status Active

Good Morning 👋

OPEN TICKETS

0

Randevular

BEKLEYEN INVOICES

0

Open fatura

ACTIVE CUSTOMER

0

Registered business

NEW RANDEVU

Create +

Yeni bir bilet start

Today's Schedule

Open Calendar →

09:00Greenway Motors
SO15 2AX · S3CONFIRMED

10:30Blue Anchor Kebab
B91 3ER · S6CONFIRMED

13:30Riverside Pharmacy
CV1 4GH · S4PENDING

15:00The Corner Bistro
CV2 1LA · S1CONFIRMED

Recent Activity

View All →

09:41 · SYSTEMAppointment created — Blue Anchor Kebab House

09:22 · ADMINAppointment time updated — #VA-2026-0912

08:55 · ADMINUser logged in

Yesterday 18:02 · ADMINAppointment cancelled — Greenway Motors

Create New Ticket

Ticket Information

CRM Ticket Number *

Created By

-

Timestamp

Customer

Search Customer *

Company Name

Customer Number

Postcode

Phone Number

Owner / Member Of

Contract Status

NO CUSTOMER

Address

Service

Department

Service Category

Sub Service *

Start Time

End Time

Duration (min)

Work Details

Billing

Service Mode

PENDING

Estimated Price

£

Final Price (£)

£

Application Settings

Configure external integrations and system preferences.

System Activity Logs

Track all administrative actions, logins, and database modifications.

Timestamp	User	Action	Details

Service Database

DATE

COMPANY

SERVICE INFO

STATUS

AMOUNT

24 Sep 2026

Blue Anchor Kebab

#TKT-9912

Till programming & Menu update

CONTRACT

£0.00

View

23 Sep 2026

Riverside Pharmacy

#TKT-9911

Hardware repair S4

CHARGEABLE

£150.00

View

Customer Directory

Status

Industry

Sort By

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ORG ID
ORGANIZATION
POSTCODE / CITY
SERVICE STATUS
ACTIONS

Loading customer directory...

DATE / ID	COMPANY	SERVICE INFO	AMOUNT	ACTIONS

Appointments List

TIME

CUSTOMER

TECHNICIAN

STATUS

Loading appointments...

...

Admin Panel

Create New Personnel

FULL NAME

ROLE / CLEARANCE

PASSWORD (DEFAULT: 1234)

Active Personnel Directory

NAME

ROLE

STATUS

Role-Based Access & Settings

Manage security clearances, system roles, and assign permissions to personnel.

ADMIN

Administrator

— USERS IN ROLE

Full system authorization, pricing controls, user administration, and system audit logs.

Appointments & Calendar Full

Customer Directory Full

Invoices & Billing Full

Admin & System Settings Full

USER

Field Technician

— USERS IN ROLE

Access to field service tickets, task execution, appointments, and client contact information.

Appointments & Calendar Read / Write

Customer Directory View Only

Invoices & Billing No Access

Admin & System Settings No Access

FINANCE

Accounting & Finance

— USERS IN ROLE

Financial ledger oversight, invoicing, payment tracking, and customer balance auditing.

Appointments & Calendar View Only

Customer Directory Full

Invoices & Billing Full

Admin & System Settings No Access

Personnel Role Assignment

Select and instantly update clearance level for any personnel in Turso DB.

Personnel / Username	Current Role	Change Clearance	Action
Loading personnel role records...

Module Permissions & Role Settings

Configure access rights across portal modules for each security tier.

Portal Module	Administrator	Accounting & Finance	Field Technician (User)
📅 Appointments & Calendar	Full Access	View Only	Read / Write
👥 Customer Directory	Full Access	Full Access	View Only
💳 Invoices & Billing	Full Access	Full Access	Allow Invoicing
⚙️ Admin Panel & Personnel	Full Access	Restricted	Restricted
🏷️ Pricing & Service Catalog	Full Access	Edit Pricing	View Only

Role Hierarchy Information

Administrator: Has unrestricted access to all modules, including database sync, admin ledger, performance metrics, and personnel creation.
Financial (Accounting): Has full access to the Invoices tab, revenue reporting, and customer billing records.
Field Technician (User): Default role for new personnel. Default password is 1234. Allowed to view services, appointments, and execute scheduled jobs.

System Activity Ledger

TIMESTAMP

USER

ACTION

DETAILS

System Performance Metrics

API RESPONSE TIME

—

DATABASE LOAD

—

ACTIVE SESSIONS

—

Loading chart...

TaskFlow Portal

Invoice Tracking

Greenway Motors

My Profile & Preferences

—

Change Avatar Photo

Change Display Name

Change Password

Good Morning 👋

Today's Schedule

Recent Activity

Select Service Department

Create New Ticket

Ticket Information

Customer

Service

Work Details

Billing

Application Settings

System Activity Logs

Price Tariff Management

Edit Tariff Rates

Standard Tariff Terms

User & Personnel Management

System Permissions & Roles

Manage Operating Systems

Manage CC Local Settings

Manage Card Companies

Manage Till CPU Options

Manage Till Models

My Account Settings (Hesap My Settings)

Database Export Center

Main Database Records

Customer Database

System Performance Summary

Service Database

Customer Directory

Appointments List

...

Admin Panel

Create New Personnel

Active Personnel Directory

Role-Based Access & Settings

Personnel Role Assignment

Module Permissions & Role Settings

Role Hierarchy Information

System Activity Ledger

System Performance Metrics

Record Details

Notification

Book Appointment

Quick Randevu Ekle

Randevu Detail

Daily View