The shared Clawrk account where your team works. A Business workspace holds one company. A Practice workspace holds the client companies whose books your team manages.

For example: If you manage your own design business, choose a Business workspace. If you run a bookkeeping firm with several clients, choose a Practice workspace.

Your business is the company issuing invoices. Customers are the people or businesses who owe those invoices. Customers do not use additional company slots.

For example: Your design studio is one business, even if it sends invoices to 50 customers. Inviting your bookkeeper adds a teammate to that same workspace.

Money customers still owe a business for goods or services it has already provided.

For example: If a client has completed a $1,000 project and its customer has not paid the invoice, that $1,000 is a receivable.

In Clawrk, a business whose books your bookkeeping practice manages. Each client has its own accounting records and customer list.

For example: If your practice looks after the books for a design studio, the studio is your client company. It uses one active client slot on your plan.

The person or business that owes your client company money. Invoice reminders are addressed to the customer.

For example: The design studio is your client. The business that bought its design services is the customer. A client company can have many customers.

The amount of an invoice that remains unpaid after recorded payments and applied credits. An outstanding invoice may still be within its payment terms.

For example: A $1,000 invoice with a $400 payment has a $600 outstanding balance. If its due date is next week, that balance is not overdue yet.

An invoice with a remaining balance after its due date has passed. Days overdue measures time since the due date, not since the invoice was issued.

For example: An unpaid invoice due September 1 is one day overdue on September 2. Check the current balance and recent replies before preparing a reminder.

A report that groups open balances by how long they have been overdue. It helps you see which balances need attention.

For example: An aging report can separate current invoices from balances that are 1-30, 31-60, or more days overdue. Check the report date and aging settings before comparing totals.

A payment records money received. A credit adjusts what the customer owes. Both may reduce an invoice balance, but a credit is not cash collected.

For example: A $100 credit for a service adjustment reduces the amount due without a $100 payment arriving. For a connected company, make accounting changes in QuickBooks and sync them to Clawrk.

A recorded commitment from a customer to pay an amount by an agreed date. The promise helps the team plan follow-up; it does not confirm that money arrived.

For example: A customer says they will pay $600 on Friday. Record the commitment, then check the accounting record when the date arrives.

A customer question or disagreement that needs resolution before normal follow-up continues. The invoice balance and the issue being discussed are separate pieces of information.

For example: A customer questions an item on the invoice. Record the issue and pause reminders while the appropriate person reviews it.

A set of follow-up steps for an overdue invoice. In Clawrk, each step specifies when a reminder becomes due and the message to prepare for approval.

For example: A business or bookkeeping team might prepare a friendly reminder at one day overdue and a personal follow-up later. Your team reviews the message before it is sent.

Approved means the team authorized the reminder. Submitted means it was handed to the email provider. Delivered means the receiving mail server accepted it; it does not prove the customer read it.

For example: Do not treat approval as proof that a reminder arrived. Check its delivery status, and review bounced or failed messages before following up again.

Bringing connected accounting records into Clawrk so the follow-up workspace reflects the ledger. QuickBooks Online remains the source for a connected company.

For example: When a payment is recorded in QuickBooks, sync the company before deciding what is still due. Clawrk does not write accounting adjustments back to QuickBooks.