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#automation

3 ideas tagged with automation

No simple tool for tracking client payments and sending automated reminders

I'm a freelance developer working with 8-12 clients at any given time. Each client has different payment schedules - some monthly, some per-project, some milestone-based. The problem: I'm constantly checking spreadsheets to see who hasn't paid, manually sending "friendly reminder" emails, and losing track of overdue invoices. Last month I forgot to follow up on a $3,200 invoice for almost 3 weeks. Current workaround: I use Google Sheets with color coding (green=paid, yellow=pending, red=overdue) and set manual calendar reminders to send emails. It's exhausting and error-prone. What I need: Something dead simple where I can log "Client X owes $Y by Date Z" and it automatically sends reminders at 7 days before, day of, and 3/7/14 days after. Just email reminders, not a full invoicing suite. Existing solutions don't work because: - FreshBooks/QuickBooks are overkill (I don't need accounting, just tracking) - They're expensive ($15-30/month for features I won't use) - Most require clients to create accounts or use their portal I just want a lightweight tracker that keeps me organized and reminds forgetful clients. Why doesn't this exist as a $5/month simple tool?

45037d ago

No easy way to track freelance client payments

I work with 8+ clients every month as a freelance developer. Currently using a messy Google Sheet to track: - Who paid vs who didn't - Payment due dates - Which invoices are overdue - Sending payment reminders The problem: I have to manually check my bank account, update the sheet, set calendar reminders, and copy-paste email templates. Takes 2+ hours per month. QuickBooks and FreshBooks are too expensive ($40+/month) and have features I don't need. Wave is free but clunky and slow. I just need: Upload invoice → Track status → Get reminded when overdue. That's it.

10102d ago

Difficult to track recurring manual tasks across projects

I work on multiple projects and often forget recurring manual tasks like renewals, backups, or reports. Calendar reminders are too generic, and task managers don’t handle recurring project-specific actions well.

10101d ago