Matrixcape
Get early access
Template · works for any team

Invoice and payment tracker

Who owes you what, since when, with polite reminders sent for you.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Chasing payments from a spreadsheet means somebody always slips. Here each invoice gets its due date from the payment terms, payments are recorded against it, and the balance, days overdue and aging are worked out. A payment that clears the balance marks the invoice paid by itself, and a paid invoice's amount can't be changed. The client's billing email gets a reminder three days before the due date and the day after it passes; billing hears about anything 30 days late, and billing notes stay internal. It tracks invoices and payments; it doesn't take payments or replace your accounting software.

  • Know how much is outstanding and how much is overdue
  • Remind clients before and after the due date without writing each email
  • See which clients are slow to pay
  • Record partial payments and know the real balance
  • Close invoices the moment they're paid in full

Try it. It's working software.

The real app with sample data, shown for an IT consultancy. Switch roles (Owner, Billing, Client) to see what each person sees. Nothing you do here is saved.

Open full screen

What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • Calculated fields
  • Date reminders
  • Email notifications
  • Automations that update linked records
  • Emails to a person on a linked record
  • Fields locked after a step
  • Fields hidden from some roles
  • Conditional steps
  • Approval workflow
  • Required comments on decisions
  • Validation rules
  • Outside logins (clients, customers, members)
  • People see only their own records
  • Dashboard with metrics and charts
  • Cards view
  • Due dates in the inbox
  • Role-based permissions
  • Change history on every record
  • CSV import and export

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “Add a late fee field and show the balance with the late fee after 30 days.”
  • “Send the client a second reminder 14 days after the due date.”
  • “Only let the owner void an invoice over $1,000.”
  • “Make it minimal.”
  • “Show invoices as cards.”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a landscaping company, a wedding photographer, a commercial cleaner too.

Customize this

Customize this uses no build credits.

Related templates

Every template