A practical walkthrough
Follow up freelance payments
Record agreed client amounts and installments so you can see what remains unpaid.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
Keep your contract or approved invoice separately. Zawid helps you organize entries but does not replace that agreement.
Follow these steps
Create the client account
Use the client name and correct currency. Add contact information if it helps distinguish similar names.
Record the agreed amount
Record the amount due with a reference to the project or invoice and the relevant date.
Record installments separately
Add each payment when received. Use notes to distinguish deposits, milestones and final settlement.
Review before following up
Check recent transfers and the account statement before sending a payment reminder.
A worked example
For a 2,000 project, record a 500 deposit as a payment so the statement shows the agreed amount and the remaining 1,500.
Avoid common mistakes
- A proposed quote is not automatically an amount due; follow your agreement.
- Record a refund or correction explicitly rather than hiding a previous receipt.