Sales and Finance
Payment tracking
Payment tracking in BisHub helps offices that need clear collection status. BisHub payment tracking keeps collection status connected to invoices, clients, work records, revenue, and reports.
The problem
Teams waste time asking whether an invoice was paid, partially paid, overdue, refunded, or still waiting on customer action.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for payment tracking.
- Step 02
Connect the workflow
Payment tracking stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
Open balances
Open balances is part of the connected sales and finance workflow inside BisHub.
Paid status
Paid status is part of the connected sales and finance workflow inside BisHub.
Partial payments
Partial payments is part of the connected sales and finance workflow inside BisHub.
Payment history
Payment history is part of the connected sales and finance workflow inside BisHub.
Invoice context
Invoice context is part of the connected sales and finance workflow inside BisHub.
Revenue reporting
Revenue reporting is part of the connected sales and finance workflow inside BisHub.
Why teams choose this
- Know what has been collected.
- Follow up with the right customer context.
- Reduce missed overdue balances.
- Connect collections to financial reporting.
Use cases
Daily operations
Use payment tracking while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is payment tracking active in BisHub?
Yes. Payment tracking is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.
Try Payment tracking
Free for small teams. Activate it on your account in one click.