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Stop Chasing Client Payments — I Automated It (Free)

Mitchell Swapnil

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Stop Chasing Client Payments — I Automated It (Free)

26 просмотров · 2 нед. назад
Mitchell Swapnil
2 подписчика
26 просмотров · 2 нед. назад
Tired of chasing client payments across WhatsApp, notebooks and spreadsheets? This is a Client Payment Tracker I built for small service businesses (accountants, consultants, agencies, tutors) that bill the same clients every month. It does the routine work automatically: ✅ Automatic monthly billing: n8n checks every morning which subscriptions are due, raises the bill, and moves the due date forward ✅ No double billing: even if the workflow runs twice, no client is charged twice ✅ Simple payment entry: staff log payments through a Google Form and never touch the master sheet ✅ Instant balance updates: every client's billed / received / outstanding updates the moment a payment is logged ✅ Automatic receipts: the client gets an email receipt with the amount, reference, and remaining balance ✅ Owner dashboard: total billed, collected, outstanding, payment mode split (Cash / Bank / UPI), and a month-by-month view 🛠 Built with: Google Sheets, Google Forms, n8n (self-hosted), Gmail 💸 Runs on free tools, so there's almost no monthly cost. 🔜 Coming next: duplicate-payment blocking, wrong-entry alerts, and automatic payment reminders. Want something like this for your business? Let's talk: 📧 mitchell.s.chatterjee@gmail.com 💼 linkedin.com/in/mitchell-chatterjee-7a042b287 #n8n #automation #GoogleSheets #smallbusiness #workflowautomation #nocode