Track Payments and Follow Up Easily

How Payment Tracking Works

Every invoice you create in Suoops is automatically tracked. You can see at a glance:

• Who has paid - Invoices marked as "Paid"
• Who owes you - Invoices marked as "Pending"
• Overdue invoices - Past the due date and still unpaid
• Total outstanding - How much money is owed to you

Check Payment Status

From Your Dashboard

Your dashboard shows a quick overview of all your money:

1. Go to your dashboard at app.suoops.com
2. See the "Money Owed to You" card at the top
3. Click "View Invoices" to see all pending payments

From the Invoices Page

1. Click "Invoices" in the sidebar
2. Use filters to see:
   • Pending - Still waiting for payment
   • Paid - Already received
   • Overdue - Past the due date
3. Click any invoice to see full details

Mark an Invoice as Paid

When a customer pays you (via bank transfer, cash, etc.), update the invoice:

1. Open the invoice from your invoices list
2. Click "Mark as Paid" button
3. Enter the payment date (defaults to today)
4. Click "Confirm Payment"

Follow Up on Overdue Payments

Suoops makes it easy to follow up professionally without being awkward:

1. Automatic Reminders (Coming Soon)

Suoops can send gentle WhatsApp reminders to customers automatically:

• 3 days before due date: Friendly reminder
• On due date: Payment due today
• 3 days after: Polite follow-up

2. Manual Follow-Up

For now, you can follow up manually:

1. Go to Invoices → Filter by "Overdue"
2. Click the invoice to open it
3. Click "Send Reminder"
4. Customer gets a WhatsApp message with payment details

3. View Payment History

See when you sent the invoice and when reminders were sent:

• Open any invoice
• Scroll to "Activity" section
• See timeline of all actions (sent, viewed, reminded, paid)

Understanding Invoice Statuses

Tips for Getting Paid Faster

1. Set Clear Due Dates

Always include a due date on your invoices. Customers with deadlines pay 40% faster than those without.

2. Add Payment Instructions

Make sure your bank details are set up so customers know exactly where to send money.

3. Send Invoices Immediately

Don't wait! The faster you invoice, the faster you get paid. Use the WhatsApp text commands to invoice right after completing the job.

4. Follow Up Politely

If an invoice is overdue, don't be afraid to send a reminder. Most customers just forget — they're not avoiding payment.

5. Check Your Dashboard Daily

Spend 2 minutes each morning checking your dashboard. Look at:

• Total money owed to you
• Any overdue invoices that need follow-up
• Payments received yesterday

Export Payment Reports

Need to see all your payments for tax or accounting?

1. Go to Reports in the sidebar
2. Select "Payment Report"
3. Choose date range (this month, this year, etc.)
4. Click "Export to PDF" or "Download CSV"

This gives you a clean record of all payments received for your bookkeeping.

Common Questions

What if a customer says they already paid?

Ask them to send proof of payment (bank receipt or screenshot). Once confirmed, mark the invoice as paid and note the payment date.

Can I see how much each customer owes me?

Yes! Go to Customers in the sidebar. Each customer card shows their total outstanding balance.

What if an invoice will never be paid?

You can mark it as "Cancelled" or "Write-off". This removes it from your pending invoices without marking it as paid.

How do I know if a customer viewed the invoice?

When you send an invoice via WhatsApp, you'll see in the Activity section when they opened the link. This helps you know if they've actually seen it.