Recurring revenue, overdue amounts and the billing timeline across your client roster.
Billing timeline
Every client as a row - a strip of their recent and upcoming invoice dates, coloured by paid, overdue, sent (awaiting payment) or draft (not yet sent).
Paid Sent, awaiting payment Overdue Draft / not yet sent
Overdue invoices
Sent invoices past their due date and still unpaid.
Upcoming this week
Draft or sent invoices due within the next 7 days.
This is a billing record-keeping tool for recurring/retainer client relationships, not an
accounting system. It tracks the recurring invoices and payment status you record and
flags what's overdue - it does not calculate tax, chase payment automatically, process
card payments, or replace a bookkeeper or accountant.
Clients
Everyone you bill on a recurring or retainer basis, and the schedule each is billed against.
Add a client
All clients
Client
Frequency
Amount
Next invoice
Status
Invoices
Every invoice issued against a client, and its payment status.
Log an invoice
All invoices
Client
Issued
Due
Amount
Status
Settings
Defaults for new clients, and sample data.
Billing defaults
Used to pre-fill new clients, and to flag invoices coming up soon.
Import & export
Move data in and out of common formats - spreadsheets and PDF.
Expects a header row with columns Name, Contact Name,
Contact Email, Frequency, Amount,
Next Invoice Date and Status - matching the file produced by
"Export clients (CSV)" above. Unrecognised or missing columns are skipped rather than
rejected.
Load sample data
Replaces current data with a rotating sample set of clients and their billing history.
Reset all data
Deletes every client and invoice. Cannot be undone.
Metre2 Recurring Invoice & Client Billing Tracker is a billing record-keeping tool for
recurring/retainer client relationships, not an accounting system. It does not calculate
tax, process payments, or replace a bookkeeper or accountant.