Solo-preneur invoice operations

Cash, customers, and next actions in one working queue.

Receivables

$13,6505 open invoices

Overdue

$1,2001 overdue invoice

Paid this month

$3,900Receipts ready to export

Automations ready

25 customers linked to assessments

Invoice pipeline

Customer-first collections

DraftPIN-1010

Created from the invoice workflow.

NS

New Solo Client

New Solo Client ยท Not captured

Send invoice or connect assessment context
Assessment follow-up implementation$950
Total due$950

Automation queue

What QuickBooks leaves to the owner

Smart invoice reminder

Invoice viewed but unpaid for 72 hours

Send concise customer-specific reminder with payment link
ready

Assessment-to-invoice draft

Assessment marked complete

Generate invoice draft from accepted recommendations
ready

Friday cash-flow brief

Every Friday at 8:00 AM

Publish receivables, aging, and next actions to Sheets/Decks
degraded

Customer memory refresh

Invoice, assessment, or payment state changes

Update customer context for Barbine Worldwide handoff
scheduled

Create invoice

Save a draft from a conversation

No draft invoice saved yet.

PlatPhormNews mesh

Protected service calls use backend PLATPHORM_API_KEY and store receipts.

PlatPhormNewsreadyDocsreadyAssessmentsreadyNotesreadyMCP Registryready

Integration sync

Selected invoice receipts

Integration sync has not run in this session.
platphormnewsroot.network_graph.readready
assessmentsassessments.health.readready
docsdocs.invoice_handoff.createaccepted
notesnotes.invoice_memory.createaccepted
mcpmcp.capability_registration.upsertaccepted

Public discovery

Machine-readable surfaces

HealthOpenAPILLMSTrustMCPRSS

Invoice actions

Generated customer artifacts

No invoice action created yet.
payment planPayment plan for PIN-1008created

Action count

1 stored artifacts

Reminders, payment plans, and receipts are stored in the same invoice state document and remain visible to API, UI, and MCP clients.