B

Product Demo

BookKeeper Agent
Billing Module

A complete walkthrough of the Billing suite — managing your client directory, creating professional invoices, and staying on top of outstanding payments with smart reminders.

Total Clients

5

Active Invoices

3

Outstanding

$8,450

Client Directory (5)

Company	Contact	Email	Phone	Added
A Apex Dynamics Inc.	Rachel Torres	r.torres@apexdyn.com	(312) 555-0172	Sep 12, 2024
M Meridian Group LLC	David Park	d.park@meridiangrp.com	(415) 555-0294	Nov 5, 2024
S Sunrise Retail Co.	Angela Wu	angela@sunriseretail.com	(646) 555-0381	Jan 18, 2025
B Blue Horizon Tech	Marcus Webb	m.webb@bluehorizon.io	(512) 555-0453	Mar 2, 2025
C Crestwood Partners	Priya Nair	p.nair@crestwood.co	(213) 555-0566	Apr 14, 2025

01

Client Directory

Every Client, One Place

The Client Directory gives you a single, searchable record for every business you work with — with all contact details instantly available when you raise an invoice or log a payment.

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Complete contact profiles — store company name, contact person, email address, phone number, mailing address, and website for each client in one tidy record.

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Auto-fill across the app — select a client when creating an invoice or recording income and all their details populate automatically — no re-typing required.

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Live billing summary — the header metrics show your total client count, how many have open invoices, and the total outstanding balance across all unpaid bills.

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Import & Export XLSX — bulk-import an existing client list from a spreadsheet in seconds, or export a clean copy to share with your accountant or team.

Company Name *

Northbridge Consulting

Contact Name

Elena Vasquez

Address (optional)

88 Harbor View Dr, Boston, MA 02110

Email

e.vasquez@northbridge.com

Phone

(617) 555-0219

Website (optional)

northbridgeconsulting.com

Cancel Save Client

Tip: The email address you enter here will be auto-populated in the reminder draft when a payment is overdue, saving you time when following up.

02

Client Management

Add a Client in Seconds

Creating a new client record is a straightforward, single-screen process. Fill in the details once and the app takes care of the rest across every feature that references that client.

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Flexible fields — only the Company Name is required. Address, website, and contact person are optional, so you can start billing a new client immediately without waiting for full details.

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Email used for reminders — the client's email address is pulled into payment reminder drafts automatically, so following up on overdue invoices is a single click away.

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Edit at any time — every field on a client profile can be updated without affecting historical invoices or transaction records already linked to that client.

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Safe deletion — removing a client from the directory does not delete or alter any past invoices or income records associated with them — your audit trail is always preserved.

Total

6

Paid

3

Overdue

2

Pending

1

Invoices (6)

Invoice #	Client	Due Date	Status	Total
INV-2025-001	Apex Dynamics	Apr 2, 2025	Paid	$3,200.00	▤
INV-2025-002	Meridian Group	May 16, 2025	Overdue	$5,750.00	✓ Paid
INV-2025-003	Sunrise Retail	May 29, 2025	Overdue	$2,700.00	✓ Paid
INV-2025-004	Blue Horizon Tech	Jun 7, 2025	Due Soon	$4,100.00	▤
INV-2025-005	Apex Dynamics	Apr 19, 2025	Paid	$1,890.00	▤
INV-2025-006	Crestwood Partners	Jun 19, 2025	Pending	$6,200.00	▤

03

Invoices

Your Receivables at a Glance

The Invoice dashboard gives you an instant snapshot of every bill you have ever raised — sorted by date, colour-coded by status, with totals visible without opening a single record.

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Live status badges — each invoice is automatically classified as Paid, Overdue, Due Soon, or Pending based on today's date and payment status — no manual updating needed.

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One-click Mark as Paid — the ✓ Paid button sits directly on the row. Click it and the status updates instantly, moving the invoice out of your reminders queue.

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Header metrics — total invoice count, paid, overdue, and pending figures update live so you always know your collection position without running a separate report.

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XLSX export — export the complete invoice register to a spreadsheet with one click for sharing with your accountant or filing with tax records.

Invoice #

INV-2025-007

Invoice Date

Jun 3, 2025

Select Client

Northbridge Consulting — Elena Vasquez

Client Name

Northbridge Consulting

Email

e.vasquez@northbridge.com

Due Date

Jul 3, 2025

Line Items

Description Qty Unit Price

Strategy Consulting — Q2

8

450.00

Market Analysis Report

1

1,200.00

+ Add Line

Tax & Totals

✓

State Sales Tax6.25%$225.00

County Surcharge1.75%$0.00

Subtotal$4,800.00

Sales Tax (6.25%)$300.00

Total$5,100.00

04

Invoice Creation

Professional Invoices, Built in Minutes

The invoice builder guides you from client selection through to a fully calculated, tax-inclusive total — with every field auto-populated from your existing client and tax records.

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Client auto-fill — selecting a client from the dropdown instantly populates company name, email, contact person, phone, and address — you never re-type the same details twice.

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Unlimited line items — add as many service or product lines as needed, each with a description, quantity, and unit price. Totals recalculate live as you type.

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Flexible tax application — all configured tax rates appear as toggleable checkboxes. Enable or disable individual taxes per invoice, and override the rate for one-off exceptions.

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Live total preview — the totals panel updates in real time as you adjust quantities, prices, and tax rates — so the final figure is always visible before you commit.

Due Soon Issued May 14, 2025 · Due Jun 7, 2025

Bill To

Blue Horizon Tech

m.webb@bluehorizon.io

Marcus Webb · (512) 555-0453

Invoice Total

$4,100.00

Subtotal$3,858.25

Sales Tax (6.25%)$241.14

Total$4,100.00

Payment is due June 7, 2025. Please arrange payment before the due date to avoid a late notice.

Close ↓ Export PDF ✓ Mark as Paid

05

Invoice Actions

View, Export, and Close Invoices

Every invoice has a detailed view panel that shows the full breakdown — client details, line items, applied taxes, and net total — with action buttons that let you act on it immediately.

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Full invoice detail view — open any invoice to see the complete bill: client contact information, itemised totals, tax breakdown, issue date, and due date in one clean panel.

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PDF export — generate a professionally formatted PDF invoice with your company logo, branding, and complete line-item detail — ready to attach to an email or print.

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Mark as Paid — clicking Mark as Paid from the detail view instantly closes the invoice, removes it from all reminder queues, and updates the dashboard totals — no form to fill in.

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Delete with confirmation — invoices can be permanently removed from the register with a confirmation prompt, keeping your records clean without accidental deletions.

Outstanding

$12,550

Overdue

2

Due This Week

1

🔴 Overdue

2

Invoice	Client	Due	Amount
INV-2025-002	Meridian Group LLC d.park@meridiangrp.com	May 16, 2025 18 days overdue	$5,750.00	◷ Reminder✓ Paid
INV-2025-003	Sunrise Retail Co. angela@sunriseretail.com	May 29, 2025 5 days overdue	$2,700.00	◷ Reminder✓ Paid

🟡 Due This Week

1

Invoice	Client	Due	Amount
INV-2025-004	Blue Horizon Tech m.webb@bluehorizon.io	Jun 7, 2025 Due in 4 days	$4,100.00	◷ Reminder✓ Paid

06

Payment Reminders

Never Miss a Payment Again

The Reminders module automatically monitors every unpaid invoice and sorts them into three clear priority groups — so you always know exactly what needs attention today and what is coming up.

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Three priority tiers — invoices are grouped automatically into Overdue, Due This Week, and Upcoming based on today's date, with colour-coded section headers for instant visual triage.

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Day count on every row — each invoice shows exactly how many days it is overdue or how many days remain before it falls due — no mental maths required.

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Sidebar badge alert — the nav menu shows a live red badge with the current overdue count. It updates the moment you mark an invoice paid, so your attention is always drawn to what matters.

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Act from the reminder row — draft a reminder email or mark an invoice paid directly from this screen, without navigating back to the invoice list.

To

d.park@meridiangrp.com

Subject

Payment Overdue — INV-2025-002 (18 days past due)

Message

Dear Meridian Group LLC, This is a reminder that Invoice INV-2025-002 for $5,750.00 was due on May 16, 2025 and is now 18 days overdue. Please arrange payment at your earliest convenience. If you have already sent payment, please disregard this notice. Kind regards, Mitchell & Associates LLC

Close 📋 Copy to Clipboard

Tip: All fields in this draft are editable before copying. Personalise the message, adjust the tone, or add payment instructions before sending.

07

Reminder Drafts

Professional Follow-Ups, Written for You

Clicking Draft Reminder on any unpaid invoice instantly composes a complete, professional email — addressed to the right contact, referencing the correct invoice number, amount, and exact number of days overdue.

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Context-aware wording — overdue invoices get a firm, professional overdue notice. Invoices not yet past due get a friendly reminder. The tone adapts automatically to the situation.

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Auto-populated details — the recipient address, subject line, invoice number, total amount, original due date, and days-overdue count are all inserted automatically from your records.

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Fully editable before sending — every field in the draft can be edited. Add payment instructions, adjust the closing, or personalise the message before copying it to your email client.

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Copy to clipboard — one click copies the complete email — subject line and body — ready to paste directly into Gmail, Outlook, or any other email tool you use.

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Complete Billing.
Zero Complexity.

From your first client record to your last invoice payment, BookKeeper Agent's Billing module handles the entire accounts receivable workflow — offline, privately, and without a monthly subscription.

✓Client Directory — complete contact profiles with auto-fill across all billing features

✓Professional Invoices — unlimited line items, live tax calculation, auto-numbered

✓PDF Export — branded, print-ready invoice PDFs in a single click

✓Live Status Tracking — Paid, Overdue, Due Soon, and Pending — always up to date

✓Smart Reminders — automatic triage of overdue and upcoming payments with day counts

✓Auto-Generated Emails — professional reminder drafts composed and ready to copy

✓XLSX Import & Export — share client lists and invoice registers with your accountant

✓100% Offline & Private — all data stays on your machine, all the time

BookKeeper Agent by ATECH Software LLC · atechsoftware.net