Every invoice's status — draft, sent, overdue, paid — visible in one board, with automatic follow-ups so you get paid without the awkward reminder emails. Clone the Invoice Tracker from Taskade Genesis and turn receivables from a guessing game into a managed system.
The live app above is the real tracker. Click "Use this app" to own a running copy in minutes: a working invoice pipeline backed by a relational data table, with an AI agent that drafts polite overdue reminders in your voice and automations that send them on schedule.
The management layer most invoice tools skip
Most invoicing tools help you create invoices. This tracker manages them: every invoice across every client, organized by status, with automatic follow-ups that run until the invoice is marked paid. The creation side pairs with the invoice templates — this is the tracking and collection side.
Workspace DNA runs the collections loop:
- Memory — every client's payment history, invoice history, and preferred payment method lives in a relational database. The Relationship field links clients to their invoices, invoices to their projects, and projects to their delivery records — so context is always in reach.
- Intelligence — an embedded AI agent with 33 built-in tools reads each overdue invoice, checks the client's history, and drafts a reminder that matches the situation — polite and firm for a first overdue, more direct for a 30-day outstanding — in your voice.
- Execution — built-in reliable automations run the follow-up cadence: reminder on day 3 overdue, check-in on day 10, escalation flag on day 30. They run until the invoice is marked paid. No manual scheduling.
Every view your receivables process needs
- Board view — the status pipeline: Draft → Sent → Viewed → Overdue → Paid → Disputed
- Table view — the full invoice list with client, amount, due date, and days outstanding
- Calendar view — upcoming due dates and the follow-up schedule so you see the cash calendar
- List view — outstanding totals by client for the monthly cash flow picture
Share a read-only receivables view with your bookkeeper or accountant using the 7-tier roles.
Built for freelancers, consultants, agencies, and small teams
- 100+ bidirectional integrations: push invoice status to your accounting tool, pull payment confirmations from Stripe in, notify your team in Slack when a large invoice is paid — triggers pull events in, actions push data out
- The Relationship field links each invoice to its client, project, and delivery record — so when an invoice is created from a proposal, the connection is automatic (pairs with the Proposal Builder & Tracker)
- Clone-and-own: the tracker and its agents belong to you — no per-invoice billing, no per-seat SaaS
- Freelancer Project Portal integration: clients can see invoice status in their portal alongside project progress — no separate payment-chasing conversation
Common questions
How does the AI draft a reminder that doesn't sound like a collection bot?
You provide the agent a few examples of your preferred reminder tone and it matches your voice. It also reads the client's payment history — a client with a perfect track record gets a lighter touch than one with a pattern of delays.
What about disputed invoices?
The Board has a Disputed stage. Move the invoice there, the AI agent drafts the response, and the automation pauses the follow-up cadence until the dispute is resolved.
Can I track invoices across multiple clients?
Yes. The Relationship field links every invoice to its client — filter the Board or Table by client to see their specific history. Pair with the Budget Planner so payments update your actuals automatically. Generate a custom invoicing system from a prompt or browse the Community Gallery.