Financial Management
Turn work into revenue without leaving FlowQi. Create invoices, track their status, and manage a catalog of reusable services — all tied back to the projects and customers the money came from.
Pick a topic below, or use the menu on the left to browse all guides.
Creating Invoices
How to create, edit, and export invoices in FlowQi — line items, totals, tax, discount, and PDF download.
Invoice Status
The four invoice statuses in FlowQi — Draft, Sent, Paid, and Overdue — and how to set them.
Services Catalog
How to build a catalog of reusable, priced services in FlowQi — name, category, price type, and price — and use them on invoices and budgets.