Record activity
From client to collected income
The useful sequence: client, project, offer, invoice, payment.
DraftStart by creating the client, then attach the work to a project and an offer. This structure lets you see what actually pays off.
An issued invoice creates expected income. When marked paid, it feeds real cash. This avoids double counting and keeps the cockpit readable.
Expenses and subscriptions should include a category, project, or offer when possible. The clearer the input, the better the decision signal.