Clients you can work with.
Save customer details once. Use them in the next quote or invoice, and return to the customer's documents and payment history when you need context.
Client records →YCB DESK IN PRACTICE
See the work behind every number.
Know which customer needs a quote, which invoice needs attention and what has actually been paid. Keep the details connected without turning your working day into more admin.
Illustrative tour · synthetic example records · not an application screenshot
Business overviewMarch · example period
Invoiced£2,425.00
Received£1,800.00
Outstanding£625.00
See the pattern.
Compare invoiced work and recorded receipts over time.
InvoicedReceived
Jan
Feb
Mar
Know who still owes you.
Outstanding balances stay separate from confirmed receipts.
North Road ServicesINV-105 · part paid£350.00
Willow StudioINV-106 · overdue£275.00
Example balances total £625.00. Attaching a statement does not mark an invoice as paid.
| Invoice / customer | Invoiced | Received | Balance | Status |
|---|---|---|---|---|
| INV-104Harbour Design | £1,200.00 | £1,200.00 | £0.00 | Paid |
| INV-105North Road Services | £950.00 | £600.00 | £350.00 | Part paid |
| INV-106Willow Studio | £275.00 | £0.00 | £275.00 | Overdue |
FROM CUSTOMER TO PAYMENT
The details stay with the work.
Quotes, jobs and invoices.
Keep agreed work, job details and documents close together. Review the amounts before issuing the invoice and keep its original PDF.
Documents and invoicing →A clearer view of the business.
Review outstanding invoices, recorded receipts, costs and reports. An example chart helps explain the screen; your own reports use your own records.
Reports and graphs →WHY CHOOSE YCB DESK?
A practical fit for a hands-on business.
A familiar Windows workspace, local records and deliberate controls over cloud use. Designed for owners who want to understand their figures and keep the original documents behind them.
Your records stay under your control.
A local business uses an encrypted vault on your computer. Backup and export are separate actions; company sync is a choice, with a visible account allowance.
Reviewed figures, clearer decisions.
Keep original PDFs and images, then enter and confirm the figures yourself. OCR and automatic bank import are disabled.
Checks before publication.
Release testing covers records, backups, access controls, billing and cloud originals. Final public-release checks are still open.
Security and release boundaries →WORK WITHOUT A CONNECTION
Fully offline for a local business.
Choose a local business with a valid signed offline licence to work without Google sign-in or uploading company records. Prepare local quotes and invoices, manage clients and jobs, record expenses and payments, and review reports.
On your computer
Local records, document preparation and reports can stay offline. The app creates its storage folder automatically, and you can inspect it or use the built-in folder change action.
When you connect
Cloud sync, Google sign-in, Gmail sending, online purchases and downloading updates need a connection. A connected business also needs the server when issuing an invoice with a cloud-assigned number.
Licence and backup
Offline rights have their own licence conditions and expiry. Keep a verified backup separately from the working computer; cloud sync is not a substitute for a backup.
Choose the setup that fits your work.
Compare computer, user, business and cloud allowances before choosing. Public sales and the final signed download remain closed until release approval.