Legal Books

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Legal Books

Dashboard

Collected this month
Spent this month
Net this month
Outstanding A/R

Open invoices

Invoices

Estimates

Recurring billing

Invoices are generated automatically on each plan's billing day. Plans with auto-send enabled are emailed to the customer with their payment link.

Customers

Services

Your price list. Start typing a service name in any invoice, estimate, or recurring line and it autocompletes with the rate filled in.

Income

Money received that isn't tied to an invoice — counter card batches, bank transfers from customers, interest, refunds. Invoice payments live on the invoice itself and are counted separately.

Expenses

Reports

Exports for your accountant: P&L CSV · Invoices CSV · Payments CSV · Expenses CSV

Profit & loss (cash basis)

A/R aging

Year-end tax package

Everything your accountant needs for filing season: Schedule C-mapped P&L, GRT summary, 1099-NEC candidates, and payment register. Print it or send with the CSV exports above.

Year-end tax package

Everything your accountant needs for filing: full-year P&L by category, income by month, GRT summary, and 1099-NEC candidates from contract labor. Prepared numbers, not filed forms.

USVI gross receipts

Settings

Payments & portal

iPOSpays (Salty Locs / Dejavoo)

Card on file (iPOS Transact)

Lets you store a customer's card token (never the card) and charge it for recurring invoices. Enable per customer in the Customers tab.

PayPal (Pay with crypto)

Enable per invoice with the crypto checkbox in the invoice editor. Test in Sandbox before switching to Live.

Email (Google Workspace SMTP)

Branding

Customer reviews

Users

Roles: owner = everything · manager = everything except Settings · staff = daily work, no deletes/reports/price changes · accountant = read-only.

Integrations

Loading webhook URLs…

Passwords are set with the OWNER_PASSWORD and ACCOUNTANT_PASSWORD environment variables — see the README.

New customer

To = main recipient(s) · CC = visibly copied · BCC = copied without other recipients seeing.

New invoice

DescriptionQtyRate
$0.00

Record payment

New expense

New estimate

DescriptionQtyRate
$0.00

New recurring plan

Requires a saved card and the customer opted in.
Tip: use {month_year}, {month}, {year}, or {prev_month_year} in the plan name or any line description — they fill in automatically on each generated invoice (e.g. “IT support — {month_year}” becomes “IT support — July 2026”).
DescriptionQtyRate
$0.00

New service

Add user

Email statement

Select the invoices to include. The customer receives one email listing them with individual pay links.

Two-factor authentication

Email statement

Choose which outstanding invoices to include. The email lists each one with its own pay link.

Import from bank

Download a CSV of transactions from Bank of St. Croix online banking, then choose the file here. Only withdrawals (debits) are imported as expenses — deposits are ignored. You'll review everything before anything is saved.

Import income from bank

Choose the same Bank of St. Croix CSV. Only deposits (credits) are shown. Card batch deposits, internal transfers, and deposits matching payments you already recorded are unchecked automatically so your income isn't double-counted — leaving only untracked income (e.g. a customer who paid by bank transfer without an invoice).

Import credit card statement

Download a transactions CSV from your card (American Express or Capital One). Each purchase becomes an expense, pre-categorized from the card's own category. Payments to the card and refunds are excluded automatically — so the payoff you see on your bank statement is never double-counted.

Transactions

DateNameReferenceAmount

New income

Attachment

100% Download

Record payment on selected invoices

New opportunity