By business type
Recurring membership fees, quotes for sponsors, and a clear picture of what comes in and goes out each quarter.
Membership fees or agreements prepared as a draft according to their frequency.
Proposals for sponsors with a reminder for following up.
Record of transactions with categories and CSV export.
Month-by-month profit and loss to review the year.
Heads up: Lúcido doesn't manage member sign-ups, meeting minutes, or direct-debit fee collection.