You already know which client drags. You just cannot prove it when the next brief arrives and the rate conversation starts.
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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.
Every client gets a record. Open one and its Value Snapshot shows four figures: everything you have ever invoiced them, everything they have actually paid, what is still outstanding, and the date and amount of their last payment. Outstanding is split into overdue and current, and the overdue line shows how many days the worst invoice has been waiting — so you know whether to send a reminder or pick up the phone. Invoices with no due date are labeled and left out of the overdue count, so the numbers hold up if a client pushes back.
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.
The whole list lives on your phone, so it works offline. Pull up a record or add a client with no signal — on a job site, on a plane.
Client software normally costs extra. HoneyBook starts around $36/month for client workflow and does not track mileage; 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.
Every client, what they owe, and how they have paid you before.