Describe your business and get an invoice tracker that answers the only money question that matters: who owes you, and how much. This is for the tradesperson, the freelancer, or the small clinic owner who sends invoices but loses track of which ones came back. This business to invoice tracker converter turns a pile of bills into one clear board of paid, due, and overdue. Describe your clients and your billing, and Taskade Genesis builds the tracker around them.
What's Included
- Invoice Tracker: Every invoice in one view, with amount, due date, and status, so nothing slips through the cracks.
- Connected Projects: Customers, jobs, and invoices link together, so opening a client shows their full billing history at a glance.
- AI Agent: Answers the questions that keep you up at night, like "who owes me money?" and "which invoices are more than 30 days overdue?"
- USD Currency Fields: Amounts add up correctly so your outstanding total is always accurate, with no spreadsheet math.
- Automation: When an invoice passes its due date, a polite reminder goes out and the status flips to overdue on its own.
How To Use
- Clone this app into your Taskade workspace.
- Add your clients and open invoices as connected projects so each amount ties back to a customer.
- Set a trigger that nudges overdue invoices without you chasing them by hand.
- Let automations run the follow-ups so reminders go out on schedule.
- Open the tracker each morning and see exactly who owes you money, so you get paid faster.
See more revenue tools other operators have built in the Community Gallery and clone the one that fits your business.