EvictSure Billing System

Total Revenue

$0

▲ 12.5% vs last month

Outstanding

$0

▼ 3.2% vs last month

Collected This Month

$0

▲ 8.7% vs last month

Overdue Invoices

0

▼ 2 vs last month

Revenue Trend

Aging Summary

Current$28,400

30-60 Days$12,300

60-90 Days$4,800

90+ Days$2,330

Accounts Receivable

Total Outstanding

$47,830

Collection Rate

87.5%

Overdue Amount

$12,800

Avg Days to Pay

22 days

Aging Buckets

Current $32,450 1-30d $6,200 31-60d $3,800 61-90d $3,050 90+ $2,330

Accounts Payable (Bills)

Total Owed

$8,750

Reimbursement Rate

77.4%

Pending Approval

$3,500

Overdue AP

$1,200

Top Vendors by Amount Owed

Cook County Court

$3,200

ABC Process Services

$2,100

First American Title

$1,200

Recent Invoices

Invoice #	Customer	Amount	Status	Due Date
INV-ES-2026-0047	Greenfield Properties LLC	$4,250.00	Sent	Apr 15, 2026
INV-ES-2026-0046	Oakridge Management	$2,180.00	Paid	Apr 10, 2026
INV-ES-2026-0045	Metro Housing Corp	$6,720.00	Overdue	Mar 28, 2026
INV-ES-2026-0044	Harbor Realty Group	$1,450.00	Draft	—
INV-ES-2026-0043	Summit Property Services	$3,890.00	Partial	Apr 20, 2026

Showing 12 invoices

	Invoice #	Customer	Category	Amount	Balance Due	Status	Submitted Via	Issue Date	Due Date

Showing 1-12 of 12 invoices

‹

1

2

›

Total Collected (MTD)

$62,140

▲ 8.7%

Pending Payments

$8,420

3 pending

Failed Payments

$1,200

2 failed

Avg Days to Payment

18

▲ 2 days faster

Payment History

	Payment #	Invoice	Customer	Type	Method	Amount	Status	Date

Total Refunded (MTD)

$4,280

▼ 12.3%

Pending Refunds

$1,650

2 pending

Refund Rate

3.2%

▲ 0.5% lower

Avg Processing Time

3 days

▲ 1 day faster

Refund History

Refund #	Payment	Customer	Reason	Method	Amount	Status	Date
REF-0012	PAY-0088	Metro Housing Corp	Overpayment	Card	$500.00	Completed	Apr 9, 2026
REF-0011	PAY-0085	Oakridge Management	Duplicate Payment	Check	$2,180.00	Completed	Apr 7, 2026
REF-0010	PAY-0082	Greenfield Properties LLC	Service Cancellation	ACH	$950.00	Pending	Apr 5, 2026
REF-0009	PAY-0079	Summit Property Services	Billing Error	Wire	$700.00	Pending	Apr 3, 2026
REF-0008	PAY-0076	Harbor Realty Group	Overpayment	Card	$1,200.00	Completed	Mar 28, 2026
REF-0007	PAY-0071	Pinecrest Holdings	Service Dispute	Check	$850.00	Rejected	Mar 25, 2026

Customer	Email	Phone	Invoices	Total Billed	Credit Balance	Status
Greenfield Properties LLC	billing@greenfieldprop.com	(555) 234-5678	14	$42,800.00	$280.00	Active
Oakridge Management	ap@oakridgemgmt.com	(555) 345-6789	9	$28,450.00	$0.00	Active
Metro Housing Corp	finance@metrohousing.com	(555) 456-7890	22	$86,300.00	$1,200.00	Active
Harbor Realty Group	billing@harborrealty.com	(555) 567-8901	6	$15,200.00	$0.00	Active
Summit Property Services	accounts@summitprop.com	(555) 678-9012	11	$34,670.00	$0.00	Active
Pinecrest Holdings	billing@pinecrest.com	(555) 789-0123	4	$9,800.00	$850.00	Active

Plans

Active Subscriptions

Usage Tracking

Free

$0/mo

Unlimited cases • No charges

✓ Invoice generation
✓ Payment tracking
✓ Credit memos & adjustments
✓ Disbursement tracking
✓ QuickBooks integration
✓ Reports & analytics
✓ API access
✓ Multi-user access

All tenants • 13 active subscriptions

Customer	Plan	Status	Start Date	Next Billing	Amount
Greenfield Properties	Free	Active	Jan 1, 2026	—	$0.00
Metro Housing Corp	Free	Active	Feb 15, 2026	—	$0.00
Oakridge Management	Free	Active	Mar 1, 2026	—	$0.00
Harbor Realty Group	Free	Active	Apr 1, 2026	—	$0.00
Summit Property Services	Free	Active	Jan 15, 2026	—	$0.00
Pinecrest Holdings	Free	Active	Feb 1, 2026	—	$0.00

Total Credits Issued

$12,480

Applied to Invoices

$9,150

Outstanding Credits

$3,330

This Month

$2,100

Credit Memo #	Customer	Type	Amount	Remaining	Status	Date
CM-ES-2026-0012	Metro Housing Corp	Billing Error	$1,200.00	$0.00	Applied	Apr 5, 2026
CM-ES-2026-0011	Greenfield Properties	Goodwill	$500.00	$280.00	Issued	Apr 2, 2026
CM-ES-2026-0010	Pinecrest Holdings	Dispute	$850.00	$850.00	Issued	Mar 28, 2026
CM-ES-2026-0009	Harbor Realty Group	Return	$350.00	$350.00	Draft	Mar 25, 2026
CM-ES-2026-0008	Summit Property Services	Write-Off	$2,200.00	$0.00	Void	Mar 20, 2026

Total Adjustments

$8,450

Pending Approval

4

Applied

$5,200

Total Credit / Debit

$6.8K / $1.6K

Adjustment #	Customer	Type	Category	Amount	Invoice	Status	Date
ADJ-ES-2026-0007	Greenfield Properties	Credit	Fee Waiver	$150.00	INV-0047	Pending	Apr 10, 2026
ADJ-ES-2026-0006	Metro Housing Corp	Debit	Tax Adjustment	$280.00	INV-0045	Pending	Apr 8, 2026
ADJ-ES-2026-0005	Oakridge Management	Credit	Billing Error	$500.00	INV-0046	Approved	Apr 5, 2026
ADJ-ES-2026-0004	Summit Property	Credit	Goodwill	$200.00	INV-0043	Applied	Apr 2, 2026
ADJ-ES-2026-0003	Harbor Realty	Debit	Dispute	$350.00	INV-0038	Rejected	Mar 28, 2026
ADJ-ES-2026-0002	Pinecrest Holdings	Credit	Write-Off	$1,200.00	—	Void	Mar 20, 2026

Total Disbursements

$18,640

Pending Approval

$3,500

5 awaiting approval

Pending Reimbursement

$6,200

Reimbursed

$12,440

Disbursement #	Case	Type	Category	Vendor	Date Incurred	Vendor Inv#	Vendor Inv Date	Amount	Markup	Total	Flags	Payment	Status
DIS-0035	Case #2026-0895	Cost	Court Filing Fee	Cook County Court	Mar 28, 2026	INV-44821	Mar 29, 2026	$435.00	15%	$500.25	Billable Recoverable	—	Pending
DIS-0034	Case #2026-0891	Cost	Court Filing Fee	Cook County Court	Mar 25, 2026	INV-44790	Mar 26, 2026	$350.00	15%	$402.50	Billable Recoverable	—	Approved
DIS-0033	Case #2026-0887	Cost	Process Server	ABC Process Services	Mar 20, 2026	PS-2026-0412	Mar 22, 2026	$125.00	10%	$137.50	Billable	ACH ****4567 Trace: 021...234	Paid
DIS-0032	Case #2026-0882	Cost	Court Filing Fee	Lake County Court	Mar 15, 2026	LC-20260315	Mar 16, 2026	$275.00	15%	$316.25	Billable Recoverable Check Req	Check #8842 Cleared	Invoiced
DIS-0031	Case #2026-0878	Cost	Title Search	First American Title	Mar 10, 2026	FAT-78432	Mar 12, 2026	$200.00	20%	$240.00	Billable Recoverable	Wire WIR-0327 BOFAUS3N	Reimbursed
DIS-0030	Case #2026-0875	Cost	Courier	Express Couriers LLC	Mar 8, 2026	03.08.2026	Mar 8, 2026	$45.00	0%	$45.00	Billable Credit Card	Amex ****1234 AUTH-789	Paid
DIS-0029	Case #2026-0870	Fee	Recording Fee	Cook County Recorder	Mar 5, 2026	—	—	$50.00	15%	$57.50	—	—	Void

Active Dunning

5

Invoices in collection

Total Overdue

$12,800

Reminders Sent (30d)

14

Write-Off Candidates

2

60+ days overdue

Configuration

Active Collections

Execution Log

Write-Off Candidates

Dunning Schedules

Config Name	Steps	Escalation	Active Invoices	Status	Actions
Standard Collection Default for all customers	Day 7: Friendly email Day 14: Firm reminder Day 30: Final notice Day 60: Write-off suggest	Manager @ Day 30	5	Active
VIP Clients Extended timeline for top accounts	Day 14: Friendly email Day 30: Reminder Day 60: Final notice Day 90: Write-off suggest	Admin @ Day 60	0	Inactive

Invoice	Customer	Amount Due	Days Overdue	Dunning Step	Last Action	Next Action
INV-ES-2026-0045	Metro Housing Corp	$6,720	38 days	Step 3 of 4	Final notice sent Mar 28, 2026	Write-off suggest Apr 27, 2026
INV-ES-2026-0039	Lakeside Apartments	$2,400	22 days	Step 2 of 4	Firm reminder sent Apr 3, 2026	Final notice Apr 17, 2026
INV-ES-2026-0041	Summit Property Services	$1,890	12 days	Step 1 of 4	Friendly reminder Apr 5, 2026	Firm reminder Apr 19, 2026

Date	Invoice	Customer	Step	Action	Status
Apr 5, 2026 08:00	INV-0041	Summit Property	Step 1	Friendly email sent	Sent
Apr 3, 2026 08:00	INV-0039	Lakeside Apartments	Step 2	Firm reminder sent	Sent
Mar 28, 2026 08:00	INV-0045	Metro Housing Corp	Step 3	Final notice + escalated to Manager	Sent
Mar 21, 2026 08:00	INV-0045	Metro Housing Corp	Step 2	Firm reminder sent	Sent
Mar 14, 2026 08:00	INV-0045	Metro Housing Corp	Step 1	Friendly email sent	Sent
Mar 10, 2026 08:00	INV-0035	Harbor Realty	Step 1	Friendly email sent	Failed

Invoice	Customer	Balance Due	Days Overdue	Dunning Attempts	Last Contact	Actions
INV-ES-2026-0028	Abandoned Properties LLC	$1,300	71 days	3	Mar 1, 2026
INV-ES-2026-0024	Ghost Tenant Inc	$850	85 days	4	Feb 15, 2026

Revenue

Aging

Collections

Disbursement

Tax Summary

Credit Memos

Write-Offs

Gross Revenue

$284,520

Net Revenue

$272,040

Credits & Adjustments

-$12,480

Growth Rate

12.5%

Revenue by Month

Customer	Current	30-60 Days	60-90 Days	90+ Days	Total
Metro Housing Corp	$0	$3,200	$2,100	$1,420	$6,720
Greenfield Properties	$4,250	$0	$0	$0	$4,250
Summit Property	$3,890	$0	$0	$0	$3,890
Total	$28,400	$12,300	$4,800	$2,330	$47,830

Category	Count	Total	Reimbursed	Pending
Court Filing Fees	24	$8,400	$6,200	$2,200
Process Server	18	$4,500	$3,600	$900
Courier	10	$450	$400	$50
Title Searches	8	$1,600	$1,200	$400
Recording Fees	5	$250	$200	$50
Other	2	$3,440	$840	$2,600
Total	67	$18,640	$12,440	$6,200

Vendor	Total	Count
Cook County Court	$4,200	12
ABC Process Services	$3,375	15
Lake County Court	$2,750	8
First American Title	$1,600	8
Express Couriers LLC	$450	10

Tax Code	Type	Rate	Charged	Collected	Outstanding
Cook County Sales Tax	SALES_TAX	10.25%	$18,200	$16,800	$1,400
Lake County Sales Tax	SALES_TAX	9.75%	$6,400	$6,400	$0
DuPage County Sales Tax	SALES_TAX	8.50%	$3,200	$2,800	$400
Total	—	—	$27,800	$26,000	$1,800

State	County	Charged	Collected
IL	Cook	$18,200	$16,800
IL	Lake	$6,400	$6,400
IL	DuPage	$3,200	$2,800

Type	Count	Total Amount	Applied	Outstanding
Billing Error	5	$4,200	$3,800	$400
Goodwill	3	$1,500	$1,220	$280
Dispute	2	$2,050	$1,200	$850
Write-Off	2	$3,230	$1,430	$1,800
Return	1	$1,500	$1,500	$0
Total	13	$12,480	$9,150	$3,330

Month	Count	Amount
January 2026	1	$800
February 2026	2	$1,100
March 2026	1	$1,300
Total	4	$3,200

Bucket	Count	Amount
60-90 days	2	$1,900
90-120 days	1	$800
120+ days	1	$500
Total	4	$3,200

Customer	Count	Total Written Off	Last Write-Off
Abandoned Properties LLC	1	$1,300	Mar 15, 2026
Ghost Tenant Inc	2	$1,100	Feb 28, 2026
Sunset Realty (Dissolved)	1	$800	Jan 20, 2026

to

248 entries

Timestamp	User	Action	Entity	Entity ID	Details	IP Address
Apr 10, 2026 14:32:18	John Doe	Status Changed	Invoice	INV-0047	DRAFT → SENT	192.168.1.42
Apr 10, 2026 14:30:05	John Doe	Created	Payment	PAY-0091	$2,180.00 — Full Payment	192.168.1.42
Apr 10, 2026 14:28:44	Sarah Miller	Created	Adjustment	ADJ-0007	Credit $150.00 — Fee Waiver	192.168.1.55
Apr 9, 2026 11:15:30	Mike Chen	Status Changed	Credit Memo	CM-0012	ISSUED → APPLIED	192.168.1.60
Apr 9, 2026 10:42:11	System	Status Changed	Invoice	INV-0045	SENT → OVERDUE (auto)	10.0.0.1
Apr 8, 2026 16:20:05	John Doe	Deleted	Disbursement	DIS-0029	Voided — duplicate entry	192.168.1.42
Apr 8, 2026 09:10:33	Lisa Park	Updated	Customer	CUST-003	Email updated	192.168.1.71

Name	Slug	Contact Email	Subscriptions	Invoices	Status
EvictSure Legal Services	evictsure	billing@evictsure.com	4	47	Active
Smith Law Firm	smith-law	billing@smithlaw.com	2	28	Active
Pacific Property Group	pacific-prop	ap@pacificprop.com	1	12	Suspended
Legacy Realty Inc	legacy-realty	admin@legacyrealty.com	0	0	Deactivated

Categories

6

Fee Items

18

Cost Items

12

Active

28

Category	Item Name	Type	Amount Type	Default $	Billable	Recoverable	Status
Filing Fees
Filing Fees	Court Filing Fee - Unlawful Detainer	Fee	Flat	$435.00	Yes	Yes	Active
Filing Fees	Court Filing Fee - Foreclosure	Fee	Flat	$350.00	Yes	Yes	Active
Filing Fees	Document Recording Fee	Fee	Flat	$50.00	Yes	Yes	Active
Title Costs
Title Costs	Title Search / Title Guarantee - Title Search	Cost	Flat	$675.00	Yes	Yes	Active
Title Costs	Title Guarantee Cost	Cost	Flat	$450.00	Yes	Yes	Active
Over Allowable Fees
Over Allowable	Document Preparation - Document Recording Fee	Fee	Flat	$100.00	Yes	Yes	Active
Mailing Costs
Mailing Costs	Statutory Mailing - Statutory Mailing Cost	Cost	Flat	$14.28	Yes	Yes	Active
Legal Services
Legal Services	Attorney Consultation	Fee	Hourly	$250.00	Yes	No	Active
Legal Services	Postponement Fee	Fee	Flat	$100.00	Yes	Yes	Active

Matter Transactions

Client Transactions

Trust Transactions

to

Opening balance: $0.00

Total Charges (AR)

$8,640.00

Total Payments (Credits)

$5,200.00

Outstanding Balance

$3,440.00

Date	Txn #	Type	Description	Matter / Case	Debit (Charge)	Credit (Payment)	Balance
Jan 1, 2026	—	Opening	Opening Balance	Case #2026-0895	—	—	$0.00
Feb 10, 2026	TXN-0201	Invoice	INV-ES-2026-0036 — Initial legal fees & filing costs	Case #2026-0895	$4,100.00	—	$4,100.00
Feb 25, 2026	TXN-0214	Payment	PAY-0071 — Check #4421 received	Case #2026-0895	—	$4,100.00	$0.00
Mar 5, 2026	TXN-0228	Invoice	INV-ES-2026-0039 — Second hearing fees	Case #2026-0895	$6,500.00	—	$6,500.00
Mar 10, 2026	TXN-0233	Disbursement	DIS-0031 — Title Search / First American Title	Case #2026-0895	$240.00	—	$6,740.00
Mar 20, 2026	TXN-0247	Payment	PAY-0088 — ACH ****4567 — partial payment	Case #2026-0895	—	$3,300.00	$3,440.00
Apr 2, 2026	TXN-0261	Adjustment	ADJ-ES-2026-0004 — Goodwill credit applied	Case #2026-0895	—	$200.00	$3,240.00
Closing Balance					$10,840.00	$7,600.00	$3,240.00

Date	Txn #	Type	Description	Matter	Debit	Credit	Balance
Jan 15, 2026	TXN-0101	Trust	Trust deposit — Retainer received	All Matters	—	$10,000.00 ✦	Trust: $10,000.00
Jan 20, 2026	TXN-0112	Invoice	INV-ES-2026-0030 — Filing & service costs	Case #2026-0842	$3,200.00	—	$3,200.00
Jan 28, 2026	TXN-0119	Trust Disb	Trust disbursement — Applied to INV-0030	Case #2026-0842	$3,200.00 ✦	$3,200.00	$0.00 / Trust: $6,800.00

Date	Txn #	Client	Type	Description	Reference	Trust In	Trust Out	Client Balance
GREENFIELD PROPERTIES LLC
Jan 15, 2026	TRU-0041	Greenfield Properties	Retainer	Initial retainer deposit	Check #9801	$10,000.00	—	$10,000.00
Jan 28, 2026	TRU-0047	Greenfield Properties	Applied	Applied to INV-ES-2026-0030	INV-0030	—	$3,200.00	$6,800.00
METRO HOUSING CORP
Feb 1, 2026	TRU-0052	Metro Housing Corp	Retainer	Retainer replenishment	Wire WIR-0291	$15,000.00	—	$15,000.00
Feb 28, 2026	TRU-0061	Metro Housing Corp	Applied	Applied to INV-ES-2026-0045	INV-0045	—	$6,000.00	$9,000.00
Totals	$32,000.00	$16,200.00	$15,800.00

1

Case Filed

System / EvictSure

✓ Case created in EvictSure
✓ Webhook fires to billing
✓ Customer auto-created
✓ Draft invoice generated
✓ Fee Catalog items pre-filled

›

2

Charges & Costs Entered

Accountant

✓ Add fees from Fee Catalog
✓ Record disbursements
✓ Attach vendor invoices (📎)
✓ Flag billable / recoverable
✓ Credit card / check requests
✓ Trust deposit applied

→ Disbursements

›

3

Invoice Approval

Manager

✓ Review each line item
✓ Verify attachments present
✓ Approve line items
✓ Approve invoice
✓ Status: APPROVED

→ Invoices

›

4

Invoice Submission

Accountant

✓ Select template (PDF)
✓ Generate PDF
✓ Choose submission method
EMAIL / LPS / iClear
PORTAL / FAX / MAIL
✓ Status: SENT / SUBMITTED

→ Invoices

5

Payment Received

Accountant

✓ Record payment method
Check / ACH / Wire / Card
✓ Allocate to invoices
✓ Handle overpayments
✓ Trust disbursement
✓ Status: PAID / PARTIAL

→ Payments

›

6

Transactions & Reconciliation

Accountant / Admin

✓ Per-matter transactions
✓ Trust account transactions
✓ Match bank statement
✓ Sync to QuickBooks
✓ Status: RECONCILED

→ Transactions

›

7

Collections / Dunning

System / Manager

✓ Day 7: Friendly email
✓ Day 14: Firm reminder
✓ Day 30: Final notice
✓ Day 60: Write-off suggest
✓ Manager escalation

→ Dunning

›

8

Write-Off / Exceptions

Manager

✓ Credit memo (billing error)
✓ Adjustment (dispute)
✓ Refund (overpayment)
✓ Payment reversal
✓ Write-off (uncollectible)

→ Credit Memos

■ IOLTA Trust Account Sub-Flow

Client retainers are held in a separate, regulated trust account (IOLTA) and disbursed only when invoices are approved.

Client pays retainer

→

Funds deposited to IOLTA trust

→

Invoice approved by Manager

→

Trust disbursement applied to invoice

→

Invoice marked PAID (trust)

→

Trust transactions updated

Invoice Status Lifecycle

DRAFT

→

PENDING

→

APPROVED

→

SENT

→

[client pays]

PAID

↓

OVERDUE

→

VOID

▲ Partial payment → PARTIALLY_PAID ▲ Void only available from DRAFT, PENDING, APPROVED, SENT ▲ Overdue triggered automatically at due date if unpaid

Disbursement (AP) Lifecycle

PENDING

→

APPROVED

→

PAID

→

INVOICED

→

REIMBURSED

▲ APPROVED by Manager (disbursements:approve) ▲ PAID after vendor payment is recorded ▲ REIMBURSED automatically when client pays the invoice containing this disbursement

Transaction Types

InvoiceCharges added to matter — Debit

PaymentMoney received — Credit

DisbursementVendor cost — Debit

AdjustmentCredit or debit correction — Debit or Credit

Credit MemoFormal credit — Credit

Write-OffUncollectible debt — Credit

TrustRetainer deposit — Trust In

Trust DisbTrust applied to invoice — Trust Out + Credit

RefundReturned funds — Debit

Organization

QuickBooks

API Keys

Tax Config

Tax Rate Schedules

Invoice Templates

Users

Webhooks

Organization Details

Basic information about your organization

Organization Name

Slug

Email

Phone

Address

Invoice Settings

Default invoice configuration

Invoice Prefix

Payment Terms (days)

Auto-send invoice email on approval

Billing Entity	QB Account	QB Account ID
Legal Fees	Legal Services Revenue	ACC-4100
Filing Fees	Filing Fee Revenue	ACC-4200
Disbursements	Reimbursable Expenses	ACC-6500
Payments Received	Undeposited Funds	ACC-1200

Name	Key	Scopes	Created	Last Used	Status
Production Key	sk_live_a8f2...x9k4	webhooks:write, invoices:read	Jan 15, 2026	2 hours ago	Active
BFF Integration	sk_live_c3d7...m2n8	webhooks:write, invoices:, payments:	Feb 1, 2026	5 min ago	Active
Test Key	sk_test_j6h1...p4q7	*:read	Mar 10, 2026	3 days ago	Active

Jurisdiction	Tax Name	Code	Type	Rate	Applies To	Status
Cook County, IL	Sales Tax	CA_COOK_TAX	SALES_TAX	10.25%	SERVICE, FEE	Active
Lake County, IL	Sales Tax	CA_LAKE_TAX	SALES_TAX	9.75%	SERVICE, FEE	Active
DuPage County, IL	Sales Tax	CA_DUPAGE	SALES_TAX	8.50%	SERVICE	Active

Location Code	Municipality / County	State Rate	County Rate	Municipal Rate	Combined Rate	Effective	Status
01-001	Bernalillo County (Unincorporated)	4.875%	1.225%	—	6.100%	Jan 1 – Jun 30, 2026	Active
01-002	Albuquerque (Bernalillo)	4.875%	1.225%	2.9375%	9.0375%	Jan 1 – Jun 30, 2026	Active
01-106	Rio Rancho (Sandoval)	4.875%	0.5625%	2.750%	8.1875%	Jan 1 – Jun 30, 2026	Active
01-210	Santa Fe (Santa Fe)	4.875%	1.225%	3.3125%	9.4375%	Jan 1 – Jun 30, 2026	Active
01-310	Las Cruces (Doña Ana)	4.875%	0.375%	2.6875%	7.9375%	Jan 1 – Jun 30, 2026	Active
... 319 more location codes

Template Name	Code	Merge Fields	Default	Status	Last Updated
Standard Invoice Default template for all invoices	STANDARD	{clientName}, {caseNumber}, {invoiceDate}, {dueDate}, {lineItems}, {subtotal}, {tax}, {total}, {firmName}, {firmAddress}	Default	Active	Apr 5, 2026
Detailed Breakdown Itemized with fee/cost separation	DETAILED	{clientName}, {caseNumber}, {fees}, {costs}, {feesSubtotal}, {costsSubtotal}, {tax}, {total}, {attachmentList}	—	Active	Mar 28, 2026
Summary Only High-level totals without line items	SUMMARY	{clientName}, {caseNumber}, {totalFees}, {totalCosts}, {tax}, {grandTotal}	—	Inactive	Feb 15, 2026

User Management

Manage team members and their roles

Name	Email	Role	Last Login	Status
John Doe	john@evictsure.com	SuperAdmin	Just now	Active
Sarah Miller	sarah@evictsure.com	Admin	2 hours ago	Active
Mike Chen	mike@evictsure.com	Manager	1 day ago	Active
Lisa Park	lisa@evictsure.com	Accountant	3 days ago	Active
Tom Wilson	tom@evictsure.com	Viewer	1 week ago	Active

Role Permissions Matrix

Permission overview for all roles

Permission	SuperAdmin	Admin	Manager	Accountant	Viewer
Tenant Management	✓	—	—	—	—
Plan Management	✓	—	—	—	—
System Config	✓	—	—	—	—
User Management	✓	✓	—	—	—
API Keys	✓	✓	—	—	—
Invoice Create/Edit	✓	✓	✓	✓	—
Invoice Approve	✓	✓	✓	—	—
Invoice Send	✓	✓	✓	✓	—
Invoice Void	✓	✓	✓	—	—
Payments Create	✓	✓	✓	✓	—
Payments Refund	✓	✓	✓	—	—
Customers Manage	✓	✓	✓	✓	—
Subscriptions (All Access)	✓	—	—	—	—
Credit Memos Create	✓	✓	✓	✓	—
Credit Memos Issue/Void	✓	✓	✓	—	—
Credit Memos Apply	✓	✓	✓	✓	—
Adjustments Create	✓	✓	✓	✓	—
Adjustments Approve/Apply	✓	✓	✓	—	—
Disbursements Create/Edit	✓	✓	✓	✓	—
Integrations Manage	✓	✓	—	✓	—
Tax Config Manage	✓	✓	—	—	—
Fee Catalog Manage	✓	✓	✓	✓	—
Line Items Approve	✓	✓	✓	—	—
Line Items Attach	✓	✓	✓	✓	—
Invoice Templates Manage	✓	✓	—	—	—
Tax Rate Schedules Manage	✓	✓	—	—	—
Reports View	✓	✓	✓	✓	✓
Audit Log View	✓	✓	—	—	—

Event	URL	Status	Response	Attempts	Date
invoice.paid	https://app.evictsure.com/api/webhooks/billing	Delivered	200	1	Apr 10, 14:32
payment.received	https://app.evictsure.com/api/webhooks/billing	Delivered	200	1	Apr 10, 14:30
invoice.overdue	https://app.evictsure.com/api/webhooks/billing	Failed	500	3/3	Apr 9, 02:00
credit_memo.applied	https://app.evictsure.com/api/webhooks/billing	Delivered	200	1	Apr 9, 11:15
disbursement.paid	https://app.evictsure.com/api/webhooks/billing	Pending	—	0	Apr 10, 15:00

Description	Category	Qty	Rate	Tax	Total
Legal consultation — initial case review	SERVICE	3	$350.00	10.25%	$1,157.63
Court filing — eviction complaint	FEE	1	$350.00	10.25%	$385.88
Process server — service of summons	DISBURSEMENT	1	$125.00	0%	$125.00
Court appearance — initial hearing	SERVICE	2	$500.00	10.25%	$1,102.50

EvictSure

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