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The Digital Agency Operating System
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The Digital Agency Operating System
The Digital Agency Operating System
The Digital Agency Operating System
Setup
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Company
Departments
Team Directory
Services
Clients
Sales
CRM
Contacts
Clients
Company Social
Opportunities
Finance
Accounts Receivable
Accounts Payable
Expenses
HR
HR Data
Data
Business Data
Services Data
Sales Data
Invoices Data
Expenses Data
Tax Data
Finance Data
General Data
Support
Data
Invoices Data
Invoices
Invoices
4
Year
Quarter
Month
Name
Company
Opportunity
Invoice #
PO #
Type
Vendor
NET
Date Invoiced
Date Expected
Date Paid
Status
Sales Tax
Sub-total
Tax
Total Tax
Total
Currency
Year
Quarter
Month
Name
Company
Opportunity
Invoice #
PO #
Type
Vendor
NET
Date Invoiced
Date Expected
Date Paid
Status
Sales Tax
Sub-total
Tax
Total Tax
Total
Currency
2022
Q2
6
Invoice
#123 Amazon
Amazon
Amazon - Digital Marketing Training
123
Invoice
15
06/06/2022
21/06/2022
Overdue
$5,000.00
$0.00
$5,000.00
USD
Amazon
Amazon - Digital Marketing Training
9874
456
Bill
Émilie Savard
30
08/06/2022
08/07/2022
Overdue
$1,500.00
$0.00
$1,500.00
4
Invoice
#1 Tim Hortons
Tim Hortons
Digital Marketing Training
1
Invoice
15
02/04/2022
17/04/2022
Overdue
GST
QST
$5,000.00
$0.00
$5,000.00
CAD
5
RioCan REIT
Landing Page Project
789
Invoice
15
04/05/2022
19/05/2022
Overdue
$2,000.00
$0.00
$2,000.00
Q3
8
Invoice
#110 Air Transat
Air Transat
Digital Marketing Training
110
Invoice
15
01/08/2022
16/08/2022
Overdue
GST
QST
$5,000.00
$0.00
$5,000.00
CAD
Invoice
#100 Johnson & Johnson
Johnson & Johnson
Social Media Retainer
100
Invoice
15
25/08/2022
09/09/2022
15/09/2022
Paid
$2,500.00
$0.00
$2,500.00
USD
Bill
#103 SEO Consulting Agency
Johnson & Johnson
103
Bill
SEO Consulting Agency
15
25/08/2022
09/09/2022
Overdue
GST
QST
$3,000.00
$0.00
$3,000.00
CAD
Bill
#110 SEO Consulting Agency
Air Transat
Digital Marketing Training
110
Bill
SEO Consulting Agency
15
01/08/2022
16/08/2022
Overdue
GST
QST
$1,000.00
$0.00
$1,000.00
CAD
7
Invoice
#1 Apple
Apple
Event banner
1
Invoice
15
01/07/2022
16/07/2022
Overdue
$2,000.00
$0.00
$2,000.00
USD
9
Invoice
#101 Johnson & Johnson
Johnson & Johnson
Social Media Retainer
101
Invoice
15
25/09/2022
10/10/2022
Overdue
$2,500.00
$0.00
$2,500.00
USD
Invoice
#2 Blackberry
Blackberry
Newsletter Creation
2
Invoice
15
02/09/2022
17/09/2022
Overdue
GST
QST
$1,000.00
$0.00
$1,000.00
CAD
Q4
10
Invoice
#1 Blackberry
Blackberry
Digital Marketing Training
1
Invoice
15
13/10/2022
28/10/2022
Overdue
GST
QST
$10,000.00
$0.00
$10,000.00
CAD
Invoice
#102 Johnson & Johnson
Johnson & Johnson
Social Media Retainer
102
Invoice
15
25/10/2022
09/11/2022
Overdue
$2,500.00
$0.00
$2,500.00
USD
Invoice
#3 Blackberry
Blackberry
Newsletter Creation
3
Invoice
15
02/10/2022
17/10/2022
Overdue
GST
QST
$1,000.00
$0.00
$1,000.00
CAD
Bill
#1 Printing Agency
Blackberry
Digital Marketing Training
1
Bill
Printing Agency
15
13/10/2022
28/10/2022
Overdue
HST
$3,500.00
$0.00
$3,500.00
CAD
11
Invoice
#101 Kroger
Kroger
Content Creation
101
Invoice
15
11/11/2022
26/11/2022
Overdue
$8,000.00
$0.00
$8,000.00
USD
Invoice
#123 Pfizer
Pfizer
Digital Marketing Training
123
Invoice
30
20/11/2022
20/12/2022
Overdue
$8,000.00
$0.00
$8,000.00
USD
Invoice
#103 Johnson & Johnson
Johnson & Johnson
Social Media Retainer
103
Invoice
15
25/11/2022
10/12/2022
Overdue
$2,500.00
$0.00
$2,500.00
USD
Invoice
#4 Blackberry
Blackberry
Newsletter Creation
4
Invoice
15
02/11/2022
17/11/2022
Overdue
GST
QST
$1,000.00
$0.00
$1,000.00
CAD
12
Invoice
#5 Blackberry
Blackberry
Newsletter Creation
5
Invoice
15
02/12/2022
17/12/2022
Overdue
GST
QST
$1,000.00
$0.00
$1,000.00
CAD
Q1
2
Invoice
#124 Amazon
Amazon
Amazon - Digital Strategy
124
Invoice
15
19/02/2022
06/03/2022
Overdue
$8,000.00
$0.00
$8,000.00
USD
1
Invoice
#123 Citigroup
Citigroup
Social Media content
123
Invoice
30
11/01/2022
10/02/2022
Overdue
$6,500.00
$0.00
$6,500.00
USD
3
Invoice
#101 TD bank
TD bank
Digital Marketing Training
101
Invoice
15
11/03/2022
26/03/2022
Overdue
GST
QST
$9,000.00
$0.00
$9,000.00
CAD
2023
Q2
4
Invoice
#1236 WestJet
WestJet
Social Media retainer
1236
Invoice
15
01/04/2023
16/04/2023
Overdue
GST
QST
$5,000.00
GST : $250.00
QST : $498.75
$748.75
$5,748.75
CAD
Invoice
#9 Blackberry
Blackberry
Newsletter Creation
9
Invoice
15
02/04/2023
17/04/2023
Overdue
GST
QST
$1,000.00
GST : $50.00
QST : $99.75
$149.75
$1,149.75
CAD
5
Invoice
#101 Costco
Costco
Marketing Strategy Update
101
Invoice
30
11/05/2023
10/06/2023
Overdue
$15,000.00
$0.00
$15,000.00
USD
Invoice
#10 Blackberry
Blackberry
Newsletter Creation
10
Invoice
15
02/05/2023
17/05/2023
Overdue
GST
QST
$1,000.00
GST : $50.00
QST : $99.75
$149.75
$1,149.75
CAD
Bill
#101 SEO Consulting Agency
Costco
Marketing Strategy Update
101
Bill
SEO Consulting Agency
30
12/05/2023
11/06/2023
Overdue
GST
QST
$2,000.00
GST : $100.00
QST : $199.50
$299.50
$2,299.50
CAD
Q1
2
Invoice
#1234 WestJet
WestJet
Social Media retainer
1234
Invoice
15
01/02/2023
16/02/2023
Overdue
GST
QST
$5,000.00
GST : $250.00
QST : $498.75
$748.75
$5,748.75
CAD
Invoice
#101 Canadian Tire
Canadian Tire
Website creation
101
Invoice
30
21/02/2023
23/03/2023
Overdue
GST
QST
$7,000.00
GST : $350.00
QST : $698.25
$1,048.25
$8,048.25
CAD
Invoice
#7 Blackberry
Blackberry
Newsletter Creation
7
Invoice
15
02/02/2023
17/02/2023
Overdue
GST
QST
$1,000.00
GST : $50.00
QST : $99.75
$149.75
$1,149.75
CAD
Bill
#101 Printing Agency
Canadian Tire
Website creation
101
Bill
Printing Agency
30
21/02/2023
23/03/2023
Overdue
HST
$3,000.00
HST : $390.00
$390.00
$3,390.00
CAD
3
Invoice
#1235 WestJet
WestJet
Social Media retainer
1235
Invoice
15
01/03/2023
16/03/2023
Overdue
GST
QST
$5,000.00
GST : $250.00
QST : $498.75
$748.75
$5,748.75
CAD
Invoice
#102 Canadian Tire
Canadian Tire
Website creation
102
Invoice
30
21/03/2023
20/04/2023
Overdue
GST
QST
$7,000.00
GST : $350.00
QST : $698.25
$1,048.25
$8,048.25
CAD
Invoice
#8 Blackberry
Blackberry
Newsletter Creation
8
Invoice
15
02/03/2023
17/03/2023
Overdue
GST
QST
$1,000.00
GST : $50.00
QST : $99.75
$149.75
$1,149.75
CAD
WestJet
Social Media retainer
9878
Bill
Émilie Savard
15
01/03/2023
16/03/2023
Overdue
$2,000.00
$0.00
$2,000.00
1
Invoice
#6 Blackberry
Blackberry
Newsletter Creation
6
Invoice
15
02/01/2023
17/01/2023
Overdue
GST
QST
$1,000.00
GST : $50.00
QST : $99.75
$149.75
$1,149.75
CAD
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