You’ve worked so hard for your client. Now let’s get you paid.

Wait, did I get paid for that?

This is a question agencies, consultants and freelancers ask themselves almost every day.

You didn’t get into business just to chase down late and misplaced payments.

Especially as your business grows, getting paid becomes harder and harder.

Lost emails, multiple forms of payment, and differing payment terms between clients can become a nightmare.

Let’s take care of all of that with this free client payment tracker.

What you get:


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Related automation recipes to help automate client payments

Postmark + Mollie: Payment Failed Notification

Failing payments are a real pain. Don’t leave your customer waiting for a product that’s not coming. Send a prompt payment failed email with a link allowing the contact to adjust their payment method and save the sale.

Postmark + Mollie: Payment Received

Let your customers know when their payment has been received. Send a payment received notification with this automation, and make your sales process seamless.

Mollie: Thank You and Track Purchase

Being able to automate based on a purchase is essential in today’s world. Use this automation tracks payments and automates your contact follow-up.

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Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.


Did I get paid? Why you need to track client payments.

As you grow your business, no matter what kind of clients you serve, you’ll start having a LOT of numbers to keep track of.

Whether we want to admit it, or not, the quality of your business is also a reflection of the quality of your service. You may have provided incredible website copy for a client, but a haphazard payment system will reduce how a client sees you from “pro” to “total amateur” very quickly.

On top of that, the hardest part occurs when payments become non-binary. It’s no longer a question of whether you’ve been paid, or not.

Why is it so hard to track client payments?

Tracking client payments means not just tracking whether or not you got paid. You also need to track things like:

  • Invoice #
  • Client Name & Company
  • Project Details
  • Invoice Date
  • Invoice Total
  • Invoice Adjustments (if any)
  • Payment Due Date
  • Total Paid
  • Outstanding Balance
  • Payment Status
  • Payment Method
  • Client Email
  • Phone
  • Last Contact Date
  • Need to Follow-Up?
  • Next Activity Type
  • Next Contact Date
  • Notes

Get a free client payment tracker

To make sure you get paid for your hard work, you need a way to track each of your client payments in an efficient way.

You get to choose how you want to be paid for your work – by the hour or by project type. This financial resource gives you the invoice templates to do either one.

You’ll also get a client payment tracker spreadsheet to mark the stages of payment each client is in, track leftover balances, and keep contact records to ensure that everything operates smoothly!

Ready to get started?

Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.