Feature: Payment tracking and reminders

[Tsopic]

Feature Request

Description

Add payment tracking and automated reminders for outstanding invoices.

Proposed Features

Payment Tracking:

• Track payment status per invoice (unpaid, partial, paid, overdue)
• Record partial payments with remaining balance
• Payment history log per invoice/client
• Dashboard showing outstanding amounts by client/age

Automated Reminders:

• Configurable reminder schedule (e.g., 7 days before due, on due date, 7/14/30 days overdue)
• Email templates for each reminder stage
• Escalation levels (friendly → firm → final notice)
• Opt-out per client option
• Reminder history/audit log

Nice to have:

• Payment links in reminder emails
• SMS reminders option
• Integration with payment gateways to auto-mark as paid
• Aging report (30/60/90 days)

Use Case

Freelancers and small businesses lose significant revenue to late/non-payments. Automated tracking and reminders reduce this while maintaining client relationships.

References

• Inspired by Accordio's approach (IH success story)
• Common feature in QuickBooks, Xero, FreshBooks