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Payment Tracking

Keep track of all your payments, invoices, and payment status in one place.

Payment Overview

Section titled “Payment Overview”

The dashboard provides a comprehensive view of:

  • Total Revenue - All-time earnings
  • Monthly Revenue - Current month’s earnings
  • Pending Payments - Payments awaiting completion
  • Overdue Payments - Past due payments
  • Upcoming Payments - Payments due soon

Adding Payments

Section titled “Adding Payments”

From a Project

Section titled “From a Project”
  1. Open a project
  2. Navigate to the Payments section
  3. Click “Add Payment”
  4. Enter payment details:
    • Amount
    • Due date
    • Payment method
    • Status (Pending, Paid, Overdue)
    • Notes

Bulk Import

Section titled “Bulk Import”

Import multiple payments at once:

  1. Go to Payments in the sidebar
  2. Click “Import”
  3. Upload a CSV file with payment data
  4. Map columns to fields
  5. Review and confirm import

Payment Status

Section titled “Payment Status”

Track payment status:

  • Pending - Payment is expected
  • Paid - Payment received
  • Overdue - Payment is past due
  • Cancelled - Payment cancelled

Payment Reminders

Section titled “Payment Reminders”

Set up automatic reminders:

  1. Go to Settings → Notifications
  2. Enable “Payment Reminders”
  3. Configure reminder schedule:
    • Before due date
    • On due date
    • After due date (overdue)
  4. Choose notification method (email, in-app)
Section titled “Payment Links”

Send secure payment links to clients:

  1. Open a project
  2. Click “Send Payment Link”
  3. Configure payment details:
    • Amount
    • Description
    • Payment method (Stripe, PayPal)
  4. Send link via email or copy URL

Invoices

Section titled “Invoices”

Creating Invoices

Section titled “Creating Invoices”
  1. Open a project
  2. Click “Create Invoice”
  3. Fill in invoice details:
    • Invoice number (auto-generated)
    • Items and services
    • Tax rate
    • Payment terms
  4. Preview and send

Invoice Settings

Section titled “Invoice Settings”

Configure default invoice settings in Settings → Billing:

  • Invoice prefix
  • Starting invoice number
  • Payment terms
  • Late fee percentage
  • Tax rate

Payment Reports

Section titled “Payment Reports”

Generate payment reports:

  1. Go to Reports in the sidebar
  2. Select report type:
    • Revenue by period
    • Payment status summary
    • Client payment history
    • Overdue payments
  3. Choose date range
  4. Export as PDF, Excel, or CSV

Integration with Payment Processors

Section titled “Integration with Payment Processors”

Stripe Integration

Section titled “Stripe Integration”
  1. Connect your Stripe account in Settings → Billing
  2. Enable Stripe Connect
  3. Accept payments directly through PayTrack
  4. Automatic payment tracking

PayPal Integration

Section titled “PayPal Integration”

PayPal integration coming soon.

Best Practices

Section titled “Best Practices”
  • Record payments immediately
  • Set up payment reminders early
  • Review overdue payments regularly
  • Keep payment notes updated
  • Reconcile payments monthly
  • Use payment links for faster collection

Troubleshooting

Section titled “Troubleshooting”