Books & Billing Suite — Sample Services Co. (SAMPLE)

Bookkeeping Ledger

Income / expense entries with categories and a running balance. Formula: running balance = prior balance + income − expense.

Date Description Category Type Amount ($)

Estimates Builder generic — home services / mechanical / construction pattern

Line items × rates. Formula: subtotal = Σ qty × rate; tax applied once on the subtotal when the tax toggle is on.

Client (fictional) Title Tax rate Apply tax?

Line items

Billing & Invoicing

Create an invoice from an estimate (Estimates tab → “Make invoice”) or standalone below. Statuses: draft / sent / paid / overdue (overdue is derived from due date for unpaid sent invoices).

Client Amount ($) Issue date Due date Status

Aging view (unpaid only)

Payroll Math — Demonstrator Only

Math demonstrator — not a payroll service; nothing is filed or paid.

Formulas: regular hours = min(hours, 40) · overtime = hours over 40 at 1.5× · gross = regular pay + overtime pay · net (ESTIMATED) = gross − Σ ESTIMATED deductions. This prototype never files, pays, or submits anything.

Employee (fictional) Hours worked Hourly rate ($) Federal deduction % (ESTIMATED) State deduction % (ESTIMATED) Other deduction $ (ESTIMATED)

Receipt Capture Log

Receipt entries (vendor / amount / category) with totals by category. Pairs with the ledger — use “Post to ledger” to add the same amount as a ledger expense. No photo upload or OCR in this prototype (see CUT-LIST.md).

Date Vendor Category Amount ($) Note

Data controls

Exports download a file from your browser only — nothing is uploaded. Every money figure in the preloaded data is SAMPLE.