| Invoice No | Date | Due Date | Client | Project | Amount | Type | Status | Actions |
|---|---|---|---|---|---|---|---|---|
Download the template, add one row per old invoice (in Excel, Google Sheets, or Numbers), save/export as CSV, then upload it below. Keep the invoice numbers exactly as they were originally issued — that's what keeps this a compliant historical record. Each Client Name must exactly match a name already set up under Clients & Codes (add any missing ones there first).
| Client Name | Code | Full Prefix | Contact |
|---|
Supabase Setup
One-time setup · ~5 minutes · Free forever on Supabase's free tier
Create a free Supabase project
Go to supabase.com → New Project. Pick any name/region and a database password (save it somewhere safe — you won't need it for this app, but keep it).
Create the tables
In your project: SQL Editor → New query. Paste the script below, then click Run.
Get your API keys
Project Settings → Data API for the Project URL, and Project Settings → API Keys for the key — copy the Publishable key (starts sb_publishable_…) or, on older projects, the anon public key (starts eyJ…). Never use the Secret / service_role key here — that one doesn't belong in client-side code.
Paste your Project URL and key
Change PIN (default: 1234)
Team member view-only access
Give a teammate (e.g. Kevin) this separate PIN. It unlocks the same dashboard, invoices, alerts and client list, but hides New Invoice, Import, Database Setup, and every edit/delete/add action — read-only. Default: 4321.