How to track client payments: spreadsheet or app?
Tracking client payments means knowing, at any moment, three things about each client: which sessions happened, which ones are paid and how much is still outstanding. You can do it in a spreadsheet or in an app. What makes it work isn't the tool. It's two habits: a clear agreement with the client before the first session, and ten minutes a week to check.
In this guide: Why keeping it in your head stops working · Before you track anything: the agreement with the client · What to record for every session · Option 1: a spreadsheet · Option 2: a scheduling and payments app · The ten-minute weekly routine · When a payment is late · And the superbill?
