Payments & Revenue

Track who’s paid, when payments are due, and how much each client is worth.

ClientPlug tracks payments and revenue two ways: automatically through your connected Stripe account, or manually for clients you bill elsewhere.

Automatic tracking with Stripe

When you connect Stripe and link a client to one of your Stripe subscriptions, ClientPlug keeps these in sync on every refresh:

• Payment status — Paid, Upcoming, or Late
• Subscription amount — the recurring charge from Stripe
• Billing dates — when the next payment is due
• Start date — when the subscription began

ClientPlug uses your own Stripe account and reads it through your secret key. It only ever reads data — it never charges your clients or modifies their subscriptions.

Linking a subscription

When adding or editing a client, the Stripe Subscription field shows a searchable dropdown of your active subscriptions (when Stripe is connected). Pick the matching one and payment tracking takes over from there — you no longer need to set payment status by hand for that client.

Manual tracking

If a client isn’t billed through Stripe, you can still track them:

• Set their payment status manually (Paid, Upcoming, or Late)
• Enter their monthly revenue directly

This is useful for clients you invoice another way but still want on your dashboard and in your MRR.

Monthly revenue, explained

A client’s monthly revenue is:

Monthly Revenue = Stripe subscription amount + Add-on revenue

• Stripe subscription amount — synced from the linked subscription (or entered manually if no Stripe link).
• Add-on revenue — extra recurring charges you bill outside Stripe, entered on the client record.

This total feeds your overall MRR at the top of the dashboard and your Analytics trend charts.

Revenue is always computed live from these two values — it’s never a stale stored number. Update a subscription or an add-on amount and your MRR reflects it on the next refresh.

Payment notifications

You can opt into a notification when a client’s payment is due from Settings → Notifications. See Settings.

Keeping data fresh

Payment status and amounts update when you click Refresh on the dashboard, which re-syncs Stripe (along with Meta and Google). Sync as often as you like.