Manage Agreements, Invoices & Payments
Keep contracts, invoices, and receipts with the deal, and chase outstanding money against a paper trail you can find.
What good looks like
Every paid (or almost-paid) relationship has a paper trail: signed agreement, invoice, receipt. Your treasurer and future chair can find them without DMing you. When AP asks for “the invoice again,” you send the version that actually went out.
Paid or pending on the sponsor list is still the operational status. This step is the files that prove it.
Where it usually breaks
- Files scatter across Drive folders and email attachments.
- AP asks for the invoice again and nobody knows which version was sent.
- Payment status does not match the document trail.
- Receipts never land next to the company that paid.
How Anchor helps
In Anchor, agreements and receipts attach to the sponsorship for this campaign. Documents gives you a place to browse receipts and agreements. Paid or pending on the sponsor stays the operational truth while you chase AP.
Upload when the file lands. Filter Sponsors to Pending until the status matches the paper.
Try it
- Open Documents (or jump from the Dock’s receipts shortcut).
- From a sponsor’s deal, upload the agreement, invoice, or receipt when it lands.
- Keep chasing from Sponsors filtered to Pending until the status matches reality.