Collections · 15 min read · Updated: 2026-10-18

Client reports and payment requests: show the work you did, get paid on time

If you run an agency or provide software, SEO or consulting services, your client forgets two things: how much work you did and when payment is due. This screen reminds them of both for you.

In short

• A service agreement keeps the fee model (fixed, hourly, hour package), the report and payment request days and the payment reminder schedule in one place.
• On the report day, a draft is prepared with the previous period's work logs and metrics; nothing goes to the client without your approval.
• Before sending, you see the real email preview, send yourself a test and, if you like, schedule it for a later time.
• The payment request goes in a separate email on the day you choose, independent of the report; if it's unpaid, reminders go out on the days you set (default: 1 day before, 1 day after and 15 days after the due date), and when the sequence ends you get a "give them a call" notification.
• For clients who don't want an invoice, requests go out with the name, logo and IBAN of the sender profile you choose; a payment request isn't posted to the cari (customer account) balance.

Atlas Dijital manages the websites and SEO of two dental clinics. Dozens of tasks get done every month: blog posts, technical fixes, speed improvements. Yet at the end of the month the client asks "what did you do this month?", and payment is often a week late.

The Reports and requests screen solves both problems together. By the end of this guide you'll have set up your first agreement, started logging your work and sent your first report to yourself as a test.

1. Quote accepted — Work begins
2. Work log — Throughout the month
3. Report draft — Report day
4. Preview · test · approve — You
5. Payment request — A few hours later
6. Reminder — Based on due date
7. Payment received — Thank-you email

Part 0 · Getting started Every engagement starts with an accepted quote

When your client accepts a quote online (or you mark the quote as Accepted), an engagement kickoff is opened and you get a "start the engagement" notification. The Start engagement button in the quote window opens the same screen.

The kickoff wizard

1. Quote items

   Mark each item as One-time or Recurring. The total of the recurring items becomes the agreement's monthly fee; one-time items (e.g. web design) go on the first payment request.

2. Agreement and projects

   Check the agreement name, fee model and report and request schedule suggested from the quote; add the projects and the services provided.

3. Kickoff details

   Start date, first meeting, person in charge and welcome message. All of these appear in the client's email and on their kickoff page.

4. What we need from you (optional)

   The list starts empty; leave it empty if you gather the information by talking with your client. If you like, Suggest based on services adds items such as a logo, panel access or Search Console permission. No item ever asks for a password.

5. Start

   Preview, send yourself a test and click Start engagement: the agreement and projects are set up, and the welcome email goes out with the "Accepted quote" PDF; if you want, the one-time payment request follows a few hours later in a separate email.

Part 1 · Setup Service agreement: fee, schedule, recipients

Open the screen from the Reports and requests row in the Sales group of the left menu and press the New agreement button at the top right. An agreement defines the recurring work you do for a client; several projects can be linked to one agreement, and the report comes out as a single document with a section per project.

Creating the agreement

1. Client and name

   Select the client and give the agreement a clear name (e.g. "Website and SEO services").

2. Fee model

   Choose Fixed fee, Hourly fee or Hour package and enter the amounts excluding VAT. For a client who doesn't want an invoice, you can leave VAT at 0%.

3. Invoice preference and sender

   Choose Wants an invoice or Doesn't want an invoice, and set the sender identity the client will see.

4. Schedule

   Choose the report day (weekly / every two weeks / monthly), the payment request day (weekly / monthly / quarterly) and the due date. The payment request is independent of the report; if Send to client automatically on request day is on, it goes to the client with its PDF on that day; if it's off, a draft is prepared and waits for your approval.

5. Recipients and reminders

   If To is left empty, the email of the client's primary contact is used. You can add and remove reminder steps as you like: each step says how many days before or after the due date it goes out (up to 6 steps).

Part 2 · Throughout the month Work log: the real content of the report

The Log work button at the top of the screen opens a 20-second form: project, work done, type, date, optional description, link to the published page, screenshot and duration. The same form works from your phone.

• Entries marked Internal note stay within the team; they don't appear in the client report.
• The Billable time flag counts toward the request amount on hourly and package agreements.
• Write the description in language the client understands; it goes into the report as is.

Part 3 · Report day Reviewing, testing and sending the report

From draft to sent

1. Write a summary

   Write 2–3 sentences in the Period summary field. Add a ready-made sentence suggests a short intro from your work logs; feel free to change it. What you type is saved automatically.

2. Review the metrics

   Each metric's eye icon hides it from the client report. Refresh data from connected sources re-reads Search Console, GA4, PageSpeed and site monitoring data for that period.

3. Plan and expectations

   The Plan for next period and What we need from you fields appear at the end of the report; the second is shown to the client in a yellow box.

4. Preview and test

   Preview email shows exactly the email the client will see, in Gmail, Outlook and phone views. Send test to myself sends you the same email with the PDF attached, tagged [TEST].

5. Approve

   In the Approve and send window, check the recipients and choose Send now or Schedule for later. You can also schedule the same period's payment request to go out in a separate email a few hours after the report.

Part 4 · Collections Payment requests and reminders

A payment request contains the amount, the due date, the IBAN and the request number (to write in the transfer description). The client opens the payment page with the button in the email: they copy the IBAN with one tap, pay by card if a virtual POS is connected to the company identity, or report the payment with I've made the payment together with the receipt.

Part 5 · Board Work board: your client sees what you're doing right now

On the Work board tab you open cards for each client: To do, In progress, Done. Drag a card or press the Start / Complete button on it. A card moved to Done becomes a work log entry dated that day and goes into the period report automatically; cards still in progress at the end of the period appear in the report as "in progress".

• The client doesn't see cards marked Internal task (neither on the board nor in the report).
• You can add a target date, description, link and attachment to a card; the client sees the target date.
• The Work board link on the client card opens the board filtered to that client.
• Each card has a code within its project (e.g. DC-12). In the AI connection you can refer to a card by its code: "do DC-12", "move DC-12 to testing".
• Add a tester, developer or designer from the Team section on the project page (name + email, no account needed). When you click Assign to testing on a card, it moves to Testing and the person receives their own private link; if they click Found a bug (with a screenshot), the card goes back to Bug fixing and you get an email, and if they click Test passed, the card comes back to you. What they write is shown to the client on behalf of the team.
• A card's Share button copies its link; the link opens that card directly in the client area, and only people with access to the client area can see it. Your client can share it the same way from their side.

Ask the client to test and collect feedback in one place

While a card is at the Testing or Done stage, choose Ask client to test from the card's comment button. A test link goes to your client with a short message; the link shows the description of the work, the page to test and two buttons at the bottom: Feedback and Test passed. Meanwhile, the card shows a With client badge on the board.

• Feedback: the client writes what they saw and adds a screenshot. The card moves to Bug fixing automatically, and an email with the screenshot attached plus a notification go to you (or to that person, if it's a person profile).
• Test passed: the card comes back to you; completing it is up to you.
• Comments: you and your client message each other on the card and can reply. If you tick Let the client know by email, your comment also goes out by email. The client sees your comment under your sender profile's name.

Part 6 · Client Client area: tracking without an account

Your client enters their email at portal.heysirket.com/musteri and signs in with the 6-digit code they receive; there's no account or password. If they choose Remember this device, they won't be asked for a code on that device for a year. Inside are the board status of the work, reports, payment requests and every email sent to them. The page opens with your sender profile's name, logo and colour, and is designed for phones. When the client taps a card, they see the history of the work, its link and the comments; on work awaiting testing they can also give feedback.

Part 7 · Identity Invoice preference and sender profile

Wants an invoice / Doesn't want an invoice is chosen on the client card or the agreement. For a client who wants an invoice, once payment arrives, the Issue invoice button on the request transfers the items to an invoice draft; those not yet invoiced stay in the "Collected, not invoiced" list on the Overview.

On the Sender profiles tab you complete your company's identity (logo, brand colour, IBAN, signature). For clients who don't want an invoice, you can open a person profile with another person's name, logo and IBAN; in emails, PDFs and payment pages sent with this profile, the client sees only that person. Card payment isn't available on a person profile; the client pays by bank transfer (havale/EFT).

Reports and requests Create your first agreement, link your projects and send the first report to yourself as a test. Open screen

Author: Heyşirket Editorial Team