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Finance in the sidebar covers the whole studio, not one project. It opens on the Dashboard.

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The four numbers

Switch the period with This month · This quarter · This year · All time. All four cards move together.

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Needs attention

Below the cards, Atelier lists overdue and partially paid invoices — the ones that need a phone call. When there is nothing to chase it says so.

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The other tabs

  • Proposals — What you send before the work is agreed.
  • Invoices — Created from a schedule or from scratch, sent, tracked and marked paid.
  • Change orders — Scope changes after the proposal is signed, documented and priced.
  • Purchase orders — What you send vendors. Carries your studio details and the project ship-to address.

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How documents reach people

Atelier does not send email. Mark as sent changes a document’s status — it does not deliver anything. For a proposal, invoice or change order, copy the client link (Shared, in the document’s toolbar) and send it yourself, however you normally reach that client. A purchase order has no client-facing link at all — Download PDF is the only way to get it out.
The one exception is your account’s own sign-in and studio-invitation emails, sent by Clerk, Atelier’s authentication provider — not by anything in Finance.

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Who can do what

None of the four Finance documents are role-restricted. Any studio member — OWNER, ADMIN or MEMBER — can create, edit, delete, or mark one sent, accepted or paid. Choose who you invite to your studio with that in mind.

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Before you send anything

Client documents pull from Settings → Studio: your logo, legal name, business address, tax ID, currency, date format, and the payment block in the invoice footer. Set those up once.
Invoices are usually created from a schedule rather than here, on the schedule’s Financials view, so the line items and totals carry across with markup and tax already applied.