Operational ledger and collections — live SoT while FinOS books may lag
To draft and send client invoices, use Billing → Pipeline.
Live cash, trust, AR, and the transaction register (financial_* SoT).
Firm-wide operational ledger and posting history (live SoT).
Client invoice list — attorneys sign off in the Billing plane.
Outstanding balances by aging bucket.
Matters with AR, total balance, and old AR activity.
Time logged on matters carrying aged receivables.