[ Invoicing channel ]
Invoiced, paid, and owed — your whole client book
Total invoiced, receivables, MRR and ARR, collection health, and top clients ranked by billing — the agency's money story, next to the work it pays for.
[ The client view ]
Invoicing signals, next to everything else
This is one client in Burrow. Invoicing events land in the same timeline as deploys, invoices, and traffic — so "how's this client doing?" is one look, not five tabs.
Invoice paid
$1,200.00 — Bluebird Design Co retainer
Subscription renewed
Care plan — harbor14.com, $349/mo
Order paid
Order #4821 — $89.00
Payment failed
Card declined — retry scheduled
Digest sent
Monthly report — Bluebird Design Co
[ On the Invoicing dashboard ]
The dashboard is the report.
Every view below renders automatically from the events already flowing through Burrow. No widgets to configure, no dashboards to build.
Invoicing Trend
Daily invoiced versus paid amounts for the selected range — money going out as invoices and coming back as payments, one chart.
Revenue
Total invoiced, total paid, and the uncollected gap — with period deltas and the collection percentage spelled out.
Receivables
Outstanding and overdue balances as of today, with the current-versus-overdue split drawn as a bar.
Recurring Revenue
MRR and ARR from recurring invoices, how many are recurring, and the average per invoice — the retainer engine, quantified.
Volume
Invoices this period, average invoice value, and the full book snapshot — every paid and open invoice on record.
Collection Health
Paid versus open, every invoice by status — draft, sent, overdue — with dollar values and the at-risk amount flagged.
Top Clients
Clients ranked by total invoiced with outstanding balance, MRR, invoice count, and last-invoice recency — filterable by invoiced, outstanding, or overdue, with needs-attention flags on overdue accounts.
Recent Activity
The invoice sync feed — every invoice landing from your connected billing sources, per client, timestamped.
Billing is part of the retainer story. It shouldn’t live in a separate tool.
Stripe processes your client’s subscription payments. FreshBooks sends your retainer invoices. QuickBooks tracks the revenue. But none of that billing data appears alongside the operational work you delivered — the deploys, the form monitoring, the uptime maintenance. The financial relationship and the service relationship are tracked in completely separate systems.
The Invoicing channel captures billing signals — invoice paid, payment failed, subscription renewed, revenue milestones — and places them in the client’s operational timeline alongside everything else.
The money story, in five numbers
The dashboard opens with the whole book: total invoiced and total paid with the uncollected gap spelled out as a percentage, receivables split into current and overdue as of today, invoice volume with the average value and the full book snapshot, and recurring revenue — MRR and ARR from recurring invoices, with the average per invoice. That last group is the retainer engine: when MRR grows quarter over quarter, that’s the agency’s own health chart, computed from real invoices instead of a spreadsheet forecast.
The Invoicing Trend draws daily invoiced-versus-paid for the range, and Collection Health breaks every invoice down by status — paid, draft, sent, overdue — with dollar values on each and the at-risk amount flagged at the top. Thirteen open invoices with $925 at risk is a number you act on today, not a surprise at quarter close.
Top clients, and who needs a call
Top Clients ranks the book by total invoiced, with each client’s outstanding balance, MRR contribution, invoice count, and how recently they were last invoiced — filterable by invoiced, outstanding, or overdue. An account with an overdue invoice gets a needs-attention flag at the top of the list; an account whose “last invoice” was nine months ago is a lapsed relationship staring back at you. Click into any client and the drill-down shows their full billing history — lifetime invoiced and paid, recurring revenue, and every invoice on record — next to the operational work delivered over the same period. That pairing is the retainer review: what they paid, and what they got, on one screen.
What the Invoicing channel captures
Invoice lifecycle: Invoice created, invoice paid, invoice failed, invoice overdue. Each event includes the amount, currency, and billing period — enough context for operational visibility without exposing sensitive financial details.
Subscription events: Renewal succeeded, renewal failed, subscription upgraded, subscription cancelled. When a client’s subscription lapses and you need to know before the renewal call, the signal is in the timeline.
Revenue milestones: Monthly billing thresholds, annual revenue markers, and payment processing summaries. These feed directly into client digests and retainer review narratives.
Why billing context matters
The scenario: A client’s Stripe subscription renewal fails silently on March 3rd. Your AM doesn’t notice until March 15th — when preparing for the quarterly review and realizing the last invoice wasn’t paid. Two weeks of service delivered without payment, and an awkward conversation ahead.
With the Invoicing channel, the subscription.renewal_failed event appears in the timeline on March 3rd. Scout flags it. Your AM follows up on March 4th — before the billing gap compounds.
Integrations that feed this channel
- Stripe: Invoice events, subscription lifecycle, payment signals, revenue milestones
- FreshBooks / Harvest / Tillage: Invoice sync with client mapping — the full book (invoiced, paid, outstanding, recurring) flows into the channel
- QuickBooks: On the roadmap; send events through the Burrow API in the meantime
How agencies use the Invoicing channel
Billing health monitoring: Failed payments and lapsed subscriptions are visible in the client timeline before they become awkward conversations.
Retainer reporting: Monthly digests include: “$4,800 in invoices cleared. All subscription renewals successful.” Financial health alongside operational delivery.
Revenue visibility: Agency leadership sees billing signals across all client projects. Which retainers are healthy? Which have failed charges? Which subscriptions are up for renewal this month?
Stripe integration | Client reporting use case | Client portals
Frequently asked questions
What's on the Invoicing channel dashboard?
What billing platforms feed the Invoicing channel?
Does Burrow replace Stripe Dashboard?
Can clients see billing data in the portal?
How does billing data help with retainer reviews?
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