Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect to Build Your Invoice Tracker

To build your invoice tracker, you first need to access Pabbly Connect. Start by opening a new tab and navigating to pabbly.com. Once on the landing page, you will see a “Sign Up Free” button for new users.

If you already have an account, simply click on the “Sign In” button. After logging in, you will see all the Pabbly applications. Click on the “Access Now” button under Pabbly Studio to proceed to the dashboard.

2. Creating Your Invoice Tracker in Pabbly Studio

Once in the Pabbly Studio dashboard, the next step is to create your application. Click on the “Create App” button. When prompted, name your application as “PayTrack” and click on the “Create” button.

After creating your app, you will enter the Pabbly Studio chat box. Here, you can describe your requirements in natural language. For your invoice tracker, you can paste the prompt detailing its functionalities.

  • Define the dashboard, client management, invoice creation, and payment tracking.
  • Specify how invoice statuses should change from pending to overdue and finally to paid.

After sending your requirements, Pabbly Studio will generate your application based on the prompt you provided. This process eliminates the need for manual coding.

3. Exploring Your Invoice Tracker Dashboard

After the application is generated, you will see the dashboard of your invoice tracker. This dashboard provides a complete overview of your invoices and payments, showing how many invoices are paid, pending, and overdue.

For example, you might see that you have invoiced a total of 450,000 rupees, received 120,000 rupees, and have 330,000 rupees still outstanding. This allows you to quickly assess your financial status without hassle.

  • Total invoices: 7 (2 paid, 3 pending, 2 overdue)
  • Recent invoices section showing client names, invoice dates, due dates, amounts, and statuses.

This comprehensive overview helps you manage your finances effectively and reduces the stress of chasing payments.

4. Managing Clients and Invoices with Pabbly Connect

In the client section of your application, you can organize all your clients in one place. Here, you can view client names, companies, emails, phone numbers, and the number of invoices associated with each client.

You can also add new clients whenever necessary. In the invoice section, you can search for specific clients or invoice numbers, filter invoices by status, or filter by date. For pending invoices, there’s a simple option to mark them as paid.

For example, invoice number 1003 for Arjun Nair may be overdue, while invoice number 1002 for Priya Sharma has already been marked as paid. This functionality ensures that you can keep track of all your invoices efficiently.

5. Finalizing Your Invoice Tracker Application

To finalize your invoice tracker, you can check how your application looks on different screen sizes by clicking the appropriate button. This allows you to ensure that your application is user-friendly across devices.

If you want to share your application, simply click on the share button to copy the link. You can also use a custom domain for your application, enhancing its professional appearance.

While the application cannot force clients to pay, it enables you to know who needs to be followed up with, thus effectively reducing the hassle of chasing payments. You successfully built this entire client invoice tracker using Pabbly Studio without writing any code.

In conclusion, using Pabbly Connect and Pabbly Studio allows you to create an efficient invoice tracker that streamlines your payment management process. With this setup, you can easily monitor your invoices, manage clients, and reduce the stress of chasing payments.