Running Simple Trackr as a service, Invoicing Payments

Simple Trackr Agency Implementation, Client Billing & Payment Tracking

Learn how to deliver invoicing and payment tracking as a productized service to your clients using Simple Trackr's offer-to-invoice workflow and partial payment logging. This course covers setting up branded invoices, automating transaction categorization, and building recurring billing retainers that reduce your operational overhead by 3-5 hours per week.

Open the decision record for Simple Trackr

What does running Simple Trackr for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Simple Trackr worth running as a client service?

Simple Trackr offers a low-cost flat-priced invoicing and expense tracking solution that can be wrapped into a managed service for freelancers. However, the lack of multi-client management and white-labeling limits scalability, and the absence of published pricing data means the investment is not fully quantifiable.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Simple Trackr subscription (flat-fee, no tiers)
  • Stripe account for payment processing integrations
  • Google account for potential integrations (e.g., CSV exports to Drive)
  • CSV export capability for accountant reports
  • Web browser with print capability for invoicing

People and inputs

  • Access to Simple Trackr's setup guide (if available)
  • Client financial data (income/expense records)
  • Client branding assets (logo, payment details)
  • Templates or standard operating procedures for data entry and reporting

Estimated investment: Simple Trackr flat-fee subscription; no public pricing included. Contact vendor for current cost.

Included with the course

6 working documents for delivering this service.

  • Simple Trackr Client Onboarding Checklistchecklist
  • Offer-to-Invoice Workflow SOPsop
  • Partial Payment Tracking Templatetemplate
  • Monthly Billing Retainer Pricing Worksheetworksheet
  • Transaction Categorization & Tag Strategy Guideguide
  • CSV Export Report Customization Checklistchecklist

Listed by name. These documents are not yet published as individual downloads.