Money brings the financial side of your client work into one connected workspace. You can build invoices, collect and record income, schedule future billing, track spending, and review cash movement without separating those records from the clients and projects behind them.
Follow the flow of money
Invoices request payment for completed work, deposits, products, services, time, and expenses.
Payment plans divide one commercial agreement into an ordered series of invoices.
Recurring schedules create invoices, income, or expenses automatically on a repeating schedule.
Payments records money received through invoices or outside an invoice.
Expenses and vendors record spending and the businesses you pay.
Reports compares received income with paid expenses.
Each primary Money list combines search and filters with useful totals, status context, and a detailed table.
To keep the numbers you check most on Home, add widgets from the Money and Accounting categories to a Home dashboard—for example, Cash at a glance, Invoice health, Aging summary, Payment plans, Money in & out, or Spending. See Customize your Home dashboards.
Choose the right billing tool
Use a standard invoice when you are billing once for a known amount or completed work.
Use a payment plan when one engagement should be paid in ordered installments or milestones.
Use a recurring invoice when Moxie should build a new invoice on a predictable schedule.
Understand cash reporting
The Money In & Out report is cash-based. Money appears as income when a payment or other-income record is received, and as spending when an expense is paid. A sent but unpaid invoice affects invoice reporting, but not cash received.
The report connects operational records to a simple view of money received, money spent, and net cash.
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