Clients

Know who pays late before you take the next job.

You already know which client drags. You just cannot prove it when the next brief arrives and the rate conversation starts.

30 days free · no credit card · no account required.

A freelance CRM is not a sales pipeline

Client software is mostly built for teams chasing leads — stages, forecasts, deal sizes. A solo business has a different question: of the people already paying me, who actually pays on time?

That answer usually lives in memory, and memory is generous. The client who paid forty days late twice feels like the client who was “a bit slow once” — right up until you quote them the same rate again.

  • ✓Solo work needs payment history, not a deal pipeline
  • ✓Late payment is a pattern, and patterns are hard to recall
  • ✓The rate conversation is where that record pays for itself
Marked overdue at
60 days
An unpaid invoice past its due date shows on the client. Payments landing more than 14 days late are flagged separately, so “slow” and “not paying” stay different things.

How it works in SoloDesq

Every client gets a record. Open one and you see what you have billed them, what is still outstanding, and how their past invoices actually went — paid on time, paid late, or still unpaid.

Their details are saved, so the next invoice starts filled in rather than retyped. Nothing here is separate data entry: it is the invoices you already sent, read from the other direction.

  • ✓Client list with a payment-health indicator
  • ✓Billing history per client, invoice by invoice
  • ✓Outstanding totals visible without opening each invoice
  • ✓Saved details reused on the next invoice
See invoicing →
Where it lives
Its own tab
Clients sits alongside Dashboard, Invoices and Tax — not buried inside the invoice screen, because you check it before you quote, not after.

Why it is in the same app as your taxes

Client software normally costs extra. HoneyBook starts around $29/month for client workflow and does not track mileage or business expenses; mileage apps track miles and have no idea who your clients are. Running both means two subscriptions and two sets of numbers that never quite agree.

In SoloDesq a paid invoice is income on your Schedule C, and a client record is the same invoice viewed by who owes it. One price, one set of numbers.

  • ✓Paid invoices flow into your running Schedule C
  • ✓No second subscription for client records
Compare with HoneyBook and others →
Flat price
$14.99/mo
Clients, expenses, mileage, invoicing and quarterly taxes in one app. Thirty days free first — no card, no account.

Your client list already knows. Now you can see it.

Every client, what they owe, and how they have paid you before.