K
INV-2026-0419
AccountHelix Biotech
Bill toMarcus Yates
QuoteQ-2026-0138
OwnerJordan Reyes
IssuedApr 28, 2026
DueMay 28, 2026
Amount due
$48,000
Due in 11 days · Net 30
Collected50%
Subtotal$96,000
Discount-$0
Tax$0
Total$96,000
Paid-$48,000
Balance$48,000
22
Ledger AI · collections risk
Low. On track.
↑ Positive (2)
  • Milestone 1 accepted
  • AP responsive
↓ Risk (2)
  • Milestone 2 tied to UAT
  • InfoSec review still active
Line items

6 items billed

Click any field to edit. Right-click a row for more.
$
/ seat / year
-%
$12,960
$
/ tenant / year
-%
$14,000
$
/ milestone
-%
$26,000
$
/ cohort
-%
$4,800
$
/ engagement
-%
$18,000
$
/ trip
-%
$20,240
Subtotal$96,000
Discount-
Tax
Total$96,000
Payments

1 payment · $48,000 collected

$
  • $48,000 · ACH
    May 06, 2026 · ACH-9921-A · 50% kickoff milestone
Audit trail

Every touch on this invoice

Comment
  1. Partial payment received · $48K
    May 06
    Helix AP
  2. Opened from invoice email
    May 03
    Marcus Yates
  3. Sent to marcus@helix.bio + ap@helix.bio
    Apr 28
    Jordan Reyes
  4. Generated from Q-2026-0138
    Apr 28
    Jordan Reyes
Engagement

Client interaction

Invoice views
4
Last opened 3d ago
Reminder cadence
Off
Terms

Commercials

Payment terms
PO #
Currency
USD
Bill to

Marcus Yates

marcus@helix.bio
Attachments

1 file

  • Milestone-1-acceptance.pdf
    188 KB
Source quote
Q-2026-0138