Invoices

Invoice Management

Draft, sent, viewed, paid, overdue, part-paid — everything the finance team owns.

Invoice aging

All invoices

Invoice	Client	Matter	Amount	Due	Status
INV-4821	Meridian Holdings PLC	M-2041	$48,200	01 Jun	Paid
INV-4822	Nordic Shipping AS	M-2035	$26,400	10 Jul	Sent
INV-4823	Vertex Biotech Ltd	M-2024	$31,800	22 Jun	Overdue
INV-4824	Lagos Bay Estates	M-2029	$14,500	18 Jun	Paid
INV-4825	Kestrel Insurance	M-2007	$62,100	28 Jun	Part-paid
INV-4826	Orion Media Group	M-1990	$22,750	20 Jul	Draft
INV-4827	Halcyon Partners	M-2011	$18,000	15 Jul	Sent
INV-4828	Blake Industrial GmbH	M-1998	$39,400	18 Jul	Viewed

Invoice management

Ashworth & Vance LLP · live demonstration data

Open invoices

▲ 9.0%$1.42M

Issued MTD

▲ 12.1%$988K

Paid MTD

▼ 5.2%$742K

Overdue

▲ 14.3%$286K

Disputed

▲ 3.4%$68K

Avg days to pay

▼ 13.5%

Lifecycle conversion

Invoice status funnel

Draft28 records$412.0Kavg 3d in stage

83% converts to Under review

Under review19 records$344.0Kavg 2d in stage

91% converts to Approved

Approved16 records$312.0Kavg 1d in stage

317% converts to Sent

Sent41 records$988.0Kavg 12d in stage

87% converts to Viewed

Viewed34 records$862.0Kavg 5d in stage

25% converts to Part-paid

Part-paid9 records$214.0Kavg 14d in stage

347% converts to Paid

Paid33 records$742.0Kavg 0d in stage

Active stageDelayedBottleneckCompleted

Comparative analysis

Invoice cycle time by phase

Drafting

4.2d

Partner review

2.6d

Client delivery

1.1d

Collection

31.4d

Distribution heatmap

Collection risk matrix — value versus likelihood of delay

	Very likely	Likely	Possible	Unlikely
> $100K	62	85	30	96
$50–100K	73	77	44	93
$25–50K	82	67	57	88
< $25K	89	55	69	81

LowModerateHighCells hold live invoice counts; red cells demand collection-owner action today.

Operational register

Delivery and engagement analytics

Invoice	Client	Delivered	Opened	Downloaded	Link clicked	Query raised	Avg viewing
INV-4810	Meridian Holdings PLC	Yes	6×	Yes	Yes	Query	82s
INV-4811	Nordic Shipping AS	Yes	8×	No	No	—	239s
INV-4812	Vertex Biotech Ltd	Yes	3×	No	Yes	—	46s
INV-4813	Lagos Bay Estates	Yes	9×	Yes	No	—	229s
INV-4814	Kestrel Insurance	Yes	2×	No	Yes	Query	129s
INV-4815	Halcyon Partners	Yes	9×	No	No	—	186s
INV-4816	Orion Media Group	Yes	5×	Yes	Yes	—	195s
INV-4817	Ashborn Family Trust	Yes	7×	No	No	—	116s
INV-4818	Blake Industrial GmbH	Yes	7×	No	Yes	Query	233s

9 of 9 records

Detail panel

Invoice quality checks

Missing time narratives

7 entries

3 invoices

Duplicate entries

flagged

Unapproved write-offs

$4.2K

Rate mismatches

vs engagement letter

Missing tax fields

VAT reference

Missing PO references

client requirement

Workflow and approvals

Invoice payment timeline · INV-4822 · Meridian Holdings

1Created

Billing system

Completed 01 Jul

2Reviewed

N. Salim

Completed 02 Jul

3Approved

J. Hollis KC

Completed 02 Jul

4Sent

Client portal

Completed 03 Jul

5Viewed

3 views

Completed 04 Jul

6Reminder sent

Automated

In progress · 09 Jul

7Part payment

—

Pending

8Final payment

—

Pending

Invoice composer preview

Live draft rendering exactly as the client receives it

Invoice composer · INV-4822

Ashworth & Vance LLP

18 Chancery Row · Registered No. 4482113

INV-4822

Billing period 01–30 Jun 2026

Billed to

Meridian Holdings PLC

Matter

M-2041

Professional fees	Hours	Rate	Amount
Partner — J. Hollis KC	18.4	$620	$11,408
Senior associate — S. Ravel	42.6	$340	$14,484
Paralegal support	31.0	$140	$4,340
Court filing fees			$2,180
Expert report — Grange			$4,600

Tax (VAT 20%)$7,402

Discount applied-$1,200

Retainer applied-$40,000

Balance due$26,400

Payable by 10 Jul 2026 · Barclays · SORT 20-45-11 · ACC 88420135 · Quote INV-4822

Partner hours 18.4 @ $620OK

Associate hours 42.6 @ $340OK

Narrative quality2 short

Exceptions and risk

Exception queue and recommended actions

3 open

Disputed line item

Nordic Shipping · counsel fee

$18.6K

Invoice unsent 6 days after approval

INV-4829

$42K

Rate deviation

M-2024 · above engagement rate

$6.4K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$57.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$78.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$27.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$88.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$13.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$84.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$45.0K·AUD-7706