You're viewing a demo workspace with sample data (pipeline, AI, LedgerAI, campaigns, integrations). Upgrade to use your own data and unlock full features.
How this works
LedgerAI lets you create invoices, track balances, and see what’s paid vs unpaid — inside LeadLock AI.
Invoices tie to clients from your CRM so revenue stays next to pipeline activity.
What to do here: Review sample invoices; in the full product you create, send, and mark paid from here.
Finance · LedgerAI
Invoices
Sample DataCreate, send, and track invoices without leaving LeadLock AI.
| Invoice | Client | Amount | Due | Status | Balance |
|---|---|---|---|---|---|
| INV-1042 | Ashley Homes LLC | $4,500.00 | Mar 28 | Sent | $4,500.00 |
| INV-1041 | Mike Torres | $2,100.00 | Mar 22 | Partial | $1,200.00 |
| INV-1040 | J&L Lawn Care | $1,850.00 | Mar 15 | Paid | $0.00 |
| INV-1039 | Sarah Johnson | $890.00 | Mar 12 | Overdue | $890.00 |
Same sample rows as the homepage snapshot and demo dashboard. LedgerAI help
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