Invoices · Pelican Bend

Needs Attention

Ready To Send26$3,154.80 in drafts Past Due$4,133.6238 invoices Open, Never Emailed0open invoices with no send Collected 30 Days$31,380.2599% of $31,806.56 billed

Aging

Not Due$0.00open, not due yet 1-30 Days$2,624.21past due 31-60 Days$1,122.29past due 61-90 Days$72.82past due 90+ Days$314.30past due

Who's Behind

Billing	Customers	Invoices	Past Due	Oldest
When Done	36	38	$4,133.62	190 days

Customer	Invoices	Past Due	Since	Last Reminder
Mossbank Self Storage	1	$749.54	10/16/26	None
Gumbo Grove Dental	1	$424.36	10/16/26	None
Justin Wilson	1	$325.12	9/16/26	9/23/26
Robert Istre	2	$212.17	9/16/26	9/23/26
Brandon Peterson	1	$126.08	10/16/26	None
Ben Duhon	1	$125.17	10/16/26	None
Emily Smith	1	$123.12	9/16/26	9/23/26
Shirley Bell	1	$123.02	10/16/26	None

Invoice Emails · 60 Days

Emailed696invoices sent

Opened42661% opened

Not Opened270sent, never opened Wrote Back6customers replied after a send

Payments · 30 Days

Method	Payments	Amount	Fees	Refunded
Check	100	$11,803.32	$0.00	$0.00
Card	103	$10,099.27	$0.00	$0.00
ACH	48	$4,760.92	$0.00	$0.00
Cash	40	$4,606.84	$0.00	$0.00
Credit	6	$109.90	$0.00	$0.00
Total	297	$31,380.25	$0.00	$0.00

Open balance owed: $4,133.62 · Money Log · Ledger

Pipeline · 30 Days

Estimates39 sent16 waiting a week

Services Done53219 min avg on site

Invoiced3042 from estimates

Paid297$31,380.25

Everything Linked

How well each money step links to the next: approved estimates that became work, finished Services on an invoice, invoices with a payment, and payments fully applied.MoreLess

How to Use: A low gauge means something was not carried forward. Done, Not Billed Yet lists the latest finished Services with no invoice; open one to see its Money Trail.

Help Article

Estimates To Work12 of 17approved, 90 days

Services Billed117 of 532done last month

Invoices With Payment285 of 304284 paid in full, 30 days Payments Applied285 of 297fully on invoices, 30 days

Done, Not Billed Yet (Before This Month)

Service	Property	Date
Large Patch Guard - Large Patch 1	Eric Long - Home	9/30/26
Mosquito Shield - Mosquito Visit 7	Stephanie Ward - Home	9/30/26
Large Patch Guard - Large Patch 1	Sam White - Home	9/30/26
Large Patch Guard - Large Patch 1	Karen Wilson - Lake House	9/30/26
Mosquito Shield - Mosquito Visit 7	Emily Young - Rental	9/30/26
Large Patch Guard - Large Patch 1	Betty Long - Rental 2	9/29/26
Large Patch Guard - Large Patch 1	Shirley Price - Home	9/29/26
Large Patch Guard - Large Patch 1	Jennifer Lewis - Home	9/29/26

Automations · 7 Days

Automation	Done	Skipped	Last Ran
New prospect follow-up	5	1	10/22/26
Customer replied — alert office	2	1	10/20/26
Service completed thank-you	3	1	10/19/26
Day-before service reminder	0	1	10/18/26

Time & Time Off

Hours This Week812.1clocked, before breaks Clocked In Now20people on the clock Not Approved83shifts this week Time Off Waiting1requests to approve Off Next 14 Days228 paid hours (payroll)