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	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	Category	Vendor	Amount	Markup	Total	Payment	Status
DIS-0035	Case #2026-0895	Court Filing Fee	Cook County Court	$435.00	15%	$500.25	—	Pending
DIS-0034	Case #2026-0891	Court Filing Fee	Cook County Court	$350.00	15%	$402.50	—	Approved
DIS-0033	Case #2026-0887	Process Server	ABC Process Services	$125.00	10%	$137.50	ACH ****4567 Trace: 021...234	Paid
DIS-0032	Case #2026-0882	Court Filing Fee	Lake County Court	$275.00	15%	$316.25	Check #8842 Cleared	Invoiced
DIS-0031	Case #2026-0878	Title Search	First American Title	$200.00	20%	$240.00	Wire WIR-0327 BOFAUS3N	Reimbursed
DIS-0030	Case #2026-0875	Courier	Express Couriers LLC	$45.00	0%	$45.00	Amex ****1234 AUTH-789	Paid
DIS-0029	Case #2026-0870	Recording Fee	Cook County Recorder	$50.00	15%	$57.50	—	Void

Total Vendors

8

Total Owed

$8,750

Paid This Month

$6,200

Overdue Bills

2

Past due date

All Vendors

Vendor	Category	Payment Method	Payment Terms	Total Paid	Outstanding	Disbursements	Status
Cook County Court filing@cookcounty.gov	Court	CHECK Payable to: Cook County Clerk	NET_30	$5,220	$870	12	Active
ABC Process Services billing@abcprocess.com	Process Server	ACH Chase ****4567	NET_15	$3,375	$625	15	Active
Lake County Court clerk@lakecounty.gov	Court	CHECK Payable to: Lake County Clerk	DUE_ON_RECEIPT	$2,750	$0	8	Active
First American Title accounts@firstam.com	Title Company	WIRE BofA SWIFT: BOFAUS3N	NET_30	$1,600	$400	8	Active
Express Couriers LLC pay@expresscourier.com	Courier	CREDIT_CARD Amex ****1234	DUE_ON_RECEIPT	$450	$0	10	Active

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

Organization

QuickBooks

API Keys

Tax Config

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

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

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

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

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	✓	✓	—	—	—
Reports View	✓	✓	✓	✓	✓
Audit Log View	✓	✓	—	—	—

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

Welcome back

Dashboard

Revenue Trend

Aging Summary

Accounts Receivable

Accounts Payable (Bills)

Recent Invoices

Invoices

Payments

Payment History

Refunds

Refund History

Customers

Subscriptions

Credit Memos

Adjustments

Disbursements

Vendors

All Vendors

Dunning

Dunning Schedules

Invoices in Active Collection

Dunning Execution History

Write-Off Candidates

Reports

Revenue by Month

Accounts Receivable Aging

By Category

Top Vendors

By Tax Code

By Jurisdiction

By Type Breakdown

By Month

By Aging Bucket

By Customer

Audit Log

Tenants

Settings

Organization Details

Invoice Settings

QuickBooks Integration

Account Mapping

Sync Configuration

API Keys

Tax Configuration

User Management

Role Permissions Matrix

Webhook Configuration

Recent Deliveries

Create New Invoice

Line Items

Invoice INV-ES-2026-0047

Line Items

Record Payment

Refund Payment

Reverse Payment

Add New Customer

Customer Details

Recent Invoices

Create Credit Memo

Apply Credit Memo

Create Adjustment

New Disbursement

Create New Tenant