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Money Trail
Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.
Where and How
Money Trail
Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.
How to Use
A Service links to its estimate through the estimate line that made it, and to its invoice when exactly one line for that month bills it. On an invoice it also lists the automations that ran for it or its payments, plus payment reminders, late fees and autopay tries.
From the same help as the card in the app.