Juggling ongoing projects and unpaid invoices has turned into a real hassle. Keeping track of everything is getting overwhelming, especially with some payments dragging on for weeks.
What systems do you use to stay organized and ensure nothing gets overlooked?
I keep a folder with unpaid ones on my truck dashboard. Move them to the glove box when paid.
I keep it basic with a notebook and write down every invoice when I send it out. Due date goes right next to the amount.
Once a week I go through the list and check what’s still unpaid. Anything past due gets a quick text or call the same day. Most clients pay up fast when you stay consistent about following up.
Don’t overthink the system part.
I just use whatever invoice app came with my phone.
I use a simple spreadsheet with three columns: client name, invoice date, and amount owed. Red highlight for anything over 30 days. Takes me 5 minutes every Monday morning to update.
For the dragging payments, I send a follow up email at 30 days and make a phone call at 45 days. Most people just forgot. The ones who didn’t forget usually have cash flow problems, so I get paid faster by staying on top of it.