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Module 05 of 09
IIH

Invoice Intelligence Hub

Your fees, collected. Not chased.

Multi-currency invoice builder (KES + USD), smart 3-tier dunning sequencer, cash-flow canvas with 30-day forecast, retainer management, and one-click PDF generation.

Admin · Advocate All plans
Key Capabilities
01
Multi-currency invoice builder
KES and USD natively. Line items, VAT, discounts, retainer offset, and M-PESA payment block all in one form.
02
Smart 3-tier dunning
Gentle Nudge at 7 days, Firm Reminder at 14 days, Formal Notice at 30 days - automatically staged by days overdue. Configurable per-client.
03
Cash-flow canvas
Collection rate gauge, 30-day revenue forecast, practice area attribution, and unbilled value summary in one visual panel.
04
Invoice lifecycle management
Draft → Issued → Paid → Overdue → Cancelled - with full audit trail and status transition controls.
05
PDF generation
One-click professional PDF invoice export via html2pdf.js, with your firm's branding and logo applied automatically.
06
Client DNA revenue rings
Visual breakdown of revenue by client, practice area, and matter - updated in real time as invoices are issued and paid.
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