Freelancers often track the same client in several places: tasks in a chat, hours in a notebook, billing in a document, and payments in a bank or remittance history. The problem is not a lack of activity. It is the lack of one repeatable review.

Follow the work from client to cash

Start with one client record and a stable ID. Connect every project to that client, then break the project into concrete tasks. Record time against the correct project and mark whether it is billable. This makes deadlines, workload, and unbilled effort easier to see.

Billing and payment should be separate records. A billing reference shows what was issued through your actual invoicing process. A payment record shows what was received. This distinction makes partial payments and open balances visible instead of treating every sent invoice as collected cash.

Keep fees and foreign currency visible

If a payment provider or bank deducts a charge, record the gross receipt and provider fee separately. For foreign-currency work, store the source amount and the exchange rate used for the record. The goal is a clear path from the client's payment to the net PHP cash received.

Add Form 2307 follow-up

When a client is expected to provide a certificate, record the billing reference, expected withholding, certificate amount, and received date. A missing date or difference becomes an action item. This is only a follow-up register; confirm whether withholding applies and what treatment is correct with the payor or a qualified tax professional.

Use a short weekly review

  1. Check active clients and open projects.
  2. Review overdue and due-soon tasks.
  3. Check billable hours and unbilled value.
  4. Reconcile billing references, payments, and provider fees.
  5. Follow up open balances and missing certificates.
  6. Save a dated backup before structural changes.

Keep the review factual

Use the dashboard as a starting point, then compare it with the underlying rows and original documents. If a number looks unusual, check the client ID, project ID, billing reference, dates, currency, exchange rate, payment amount, and status before making a decision. Correct source records instead of typing over calculated results. Keep contracts, official invoices, receipts, bank or provider statements, and certificates in the secure filing process used by the business. The tracker organizes follow-up; those source documents remain the evidence.

The Google Sheets Edition is delivered as an import-ready workbook that the buyer converts inside their own Google account.

RaketDesk PH includes realistic sample records, an illustrated product-specific guide, checksums, and a one-business license. It is an operational tracker, not an official invoicing tool, bookkeeping service, tax calculator, bank connection, or guarantee of collection.

For a more organized weekly workflow, view RaketDesk PH - Google Sheets Freelancer Client, Project & Payment System.