Switched from spreadsheets to tracking software two years ago. Game changer wasn’t the software itself - it was the automatic reminders.
I used to forget follow-ups constantly. Now it sends reminders at 15, 30, and 45 days without me thinking about it. Clients pay faster because I’m actually staying on them.
Biggest win was spotting patterns. Found three clients who always hit 45+ days late. Started demanding upfront payment terms or deposits from slow payers.
$30/month but saves me 2-3 hours of admin work each week. Time savings alone made it worth every penny.
Software helps, but fix your payment terms first. I’ve spent years chasing money - learned this the hard way. Drop to net 15 from net 30. Give 2% off for paying within 10 days. Add late fees after 30 days and actually collect them. Then use software to automate everything. Skip the terms part and you’re just automating the same mess.
Tracking tools can be hit or miss. I prefer simple calendar reminders. They work better for me.
Also, asking for upfront payments or breaking big jobs into smaller chunks helps with cash flow. Software is good for organization, but it won’t speed up slow payers.
Been through this exact struggle. Tracking software helped, but not how I expected.
The real win wasn’t reminders - it was having everything in one place when clients started making excuses. You know the drill: “never got the invoice” or “already paid that.”
With software I could:
Show exactly when invoices were sent and opened
Track all communication in one thread
Generate aging reports that showed which clients were bleeding me dry
The psychology part surprised me. Clients take automated reminders more seriously than personal emails. Feels more official maybe.
Fair warning - it won’t fix clients who just don’t want to pay. Those people will still be problems. But disorganized clients who actually intend to pay? Huge difference.
I went basic for around $25/month. Nothing fancy. The expensive stuff like legal collections felt like overkill.