Billing
Clients, payments and what you're owed.
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Billing now lives in your CRM. Open
agency.essenceautomations.com
and use the
Clients
and
Billing
tabs.
Billing
Dashboard
Prospects
Clients
Payments
Expenses
Revenue
Log out
Today
+ Record payment
+ Add client
💳 M-Pesa payments to confirm
Upcoming
3 days
7 days
30 days
Overdue
Prospects to follow up
Upsell follow-ups due
🔎 Clients not auto-matching yet
Recent payments
All clients
+ Add client
All
Recurring
One off
Demo prospects
+ Add prospect
Open
Demo requested
Demo sent
Won
Lost
All
Payments
+ Record payment
This month
Last month
All
Expenses
Log payment
+ Add recurring
+ Record expense
This month
Last month
Last month's payments
Revenue
This month
Last month
6 months
12 months
All time
Monthly revenue (last 12 months)
Top clients
