Demo

Client, service and payment tracker

A small web app for tracking clients and part payments. It replaces the spreadsheet.

Everything here is made up: the firm, clients and payments.

28-second walkthrough

What it does

Staff record payments without seeing fees or balances.
Balances come from the records, so nothing is typed twice.
Mistakes are voided and logged.
Owner dashboard and CSV export.

How it's delivered

Set up on your own hosting, about $5 a month. You own the code and data.

Screenshots

Staff view: the client list — Staff view: the client list. Staff add clients and record payments. No fees or balances shown.

Staff view: after a payment — Staff view: after a payment. Amount, method, reference. Staff see only their own entries.

Owner dashboard — Owner dashboard. Billed, collected, outstanding, who owes most.

Owner view of one client — Owner view of one client. Services, payments and what is still owed.

Audit log — Audit log. Every change is logged. Mistakes are voided, never deleted.