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Client Fees
Schedule Register ↗
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Financial Ledger ↗
Field Day Studio
Project Ledger & Accounts
Settings
ClickUp API Token
Save Token
Project Spreadsheet ID
(from Google Sheets URL — for Netlify)
Google Apps Script URL
(for local / file:// use)
Reset & log out
Clears all saved credentials and settings
01
Project
Project
— loading projects —
Project Code
🔒
⚠
Additional List ID
(optional — paste ClickUp list ID to merge a second list e.g. Art)
02
Client
—
▾
Client Name
VAT Rate (%)
Project includes markup (item totals include each item's Proposed Mark Up)
Client Address
Client Email
03
Document
Document Type
Proposal
Invoice
Budget Report
Invoice Number
Date
Proposals this invoice covers
Loading proposals…
First issue — no previous comparison
Proposal Number
Load & Preview
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Preview
Include images (fetches from product URLs — slower)
Generate PDF
Record to Ledger
PDF generated
Record this to the ledger now, so the fees and reconciliation stay in sync?
Not now
Record to Ledger
Proposals
Invoices
+ Create Project Sheet
Open in Sheets ↗
Refresh ↻
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Record Deposit Payment
Proposal
— select proposal —
Amount Paid (inc VAT)
Date Paid
Action
Record Deposit
Record Balance Payment
Invoice
— select invoice —
Amount Paid (inc VAT)
Date Paid
Action
Record Balance
