I can’t access my spreadsheet or it opens in View Only mode. What should I do?

For Google Sheets: The link in your PDF opens a preview. Click “Use Template” in the top-right corner to create your own editable copy. If that doesn’t appear: ◦ Click File > Make a copy ◦ Make sure you're signed into a Google account ◦ Open the file first from a computer instead of a phone ◦ Try Chrome or clear your browser cache ◦ Ensure your Google Drive has space For Excel: The link may open in your browser. From there: ◦ Click File > Save As > Save a Copy Online (for Excel Web) ◦ Or click File > Download a Copy to save it to your computer ◦ Open in Excel and click “Enable Editing” if prompted Still stuck? Message me on Etsy and I’ll help you get set up.

Where are my files? I can’t find or download my purchase.

You can download your files anytime at this link: https://www.etsy.com/your/purchases Important: Etsy doesn’t support digital downloads through the app. To download on your phone or tablet, copy that link into your browser (like Safari or Chrome). If you checked out as a guest, Etsy will email you the download link at the address you used during checkout. Need help? Just send me a message and I’ll get your files to you.

My download only shows a PDF — where are the actual templates?

Great question! The PDF file included with your purchase contains the links to access your template(s) in Google Sheets and/or Excel format. Just open the PDF and click the link — it will take you directly to the template file. Follow the instructions included to make your own copy (or download for Excel).

Can I use the spreadsheet in Excel instead of Google Sheets?

Yes! Many of my templates now include both a Google Sheets and an Excel version in the same listing. Both files are provided through the download PDF. However, please note that some products have separate listings for each format. This is because Google Sheets and Excel use different formulas and structure, so the files are designed separately to work properly in each platform. If you purchased a Google Sheets version, it won’t function correctly in Excel — and vice versa. If you ordered the wrong format, feel free to message me. If the version you need is available as a separate listing in the shop, I’ll be happy to point you in the right direction or help you get what you need.

Can I customize the templates?

Absolutely! All my templates are editable, and you can change colors, text, fonts, and layout to fit your needs. To keep everything running smoothly, formulas are marked with a warning if you try to edit something critical. But the files are not locked, so you’re free to customize as you like.

Do you accept returns or exchanges?

Due to the digital nature of my products, I can’t offer returns or refunds once files have been downloaded. If you made a purchase by mistake, please don’t download the files — I may be able to cancel the order if nothing has been accessed yet. Just reach out through Etsy messaging and I’ll be happy to check.

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Kunden Tracker Vorlage für Google Sheets und Excel | Rechnung Tracker, Zahlungsverwaltung, Einnahmen und Business Finanzen

Name: Kunden Tracker Vorlage für Google Sheets und Excel | Rechnung Tracker, Zahlungsverwaltung, Einnahmen und Business Finanzen
Brand: TopSheets
SKU: 4515300855
Price: 4.50 USD
Availability: InStock
Rating: 4.7 (531 reviews)

NowPrice:$4.50

Original Price: $7.50

40% off

•

Sale ends in 20:49:12

TopSheets

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

Designed by TopSheets
Digital download
Digital file type(s): 1 PDF

Behalte jede Rechnung, Zahlung und offene Forderung im Blick – mit dieser Kunden Tracker Vorlage für Google Sheets und Microsoft Excel! Perfekt für Selbstständige, Freelancer und Kleinunternehmer: Dieser All-in-One-Planer bündelt Rechnungen, Aufgaben, Termine und Kommunikation an einem Ort. Automatische Auswertungen und ein dynamisches Dashboard sorgen mühelos für Ordnung.

HAUPTFUNKTIONEN:
➠ Automatisches Dashboard – Übersicht über Aufgaben, Termine, Rechnungen und Kundendaten auf einen Blick.
➠ Kundenverwaltung – Speichere Kundendetails, verfolge die Kommunikation und verwalte Projekte mühelos.
➠ Aufgaben- & Projektorganisation – Priorisiere, setze Fristen und überwache den Fortschritt.
➠ Rechnungs- & Zahlungsverfolgung – Behalte offene Beträge und Zahlungsstatus im Blick.
➠ Anpassbare Dropdowns – Passe Kategorien wie Prioritäten, Aufgabentypen und Kommunikationswege an.
➠ Interaktiver Kalender – Zeigt geplante Termine, fällige Aufgaben und Rechnungsfristen automatisch an.

WARUM DU SIE LIEBEN WIRST:
✓ Funktioniert in Google Sheets und Microsoft Excel – maximale Flexibilität.
✓ Voll anpassbar an deine Arbeitsweise.
✓ Automatisches Dashboard und Tracking, das sich mit dir aktualisiert.
✓ Perfekt für Selbstständige, Freelancer und Kleinunternehmer.

FÜR WEN IST SIE GEEIGNET?
➠ Selbstständige und Berater, die mehrere Kunden und Projekte verwalten.
➠ Kleinunternehmer, die Aufgaben, Rechnungen und Kommunikation im Blick behalten.
➠ Alle, die ihre Kundenarbeit an einem Ort organisieren möchten.

WAS IST ENTHALTEN:
Eine PDF-Datei mit einem Link zu deiner Google Sheets- & Microsoft Excel-Vorlage.
Eine Schritt-für-Schritt-Anleitung zur Nutzung der Vorlage.

DOWNLOAD-HINWEISE:
Sofort nach dem Kauf über Etsy herunterladbar. Zugriff über deinen Etsy-Kaufverlauf oder per E-Mail.

WICHTIG:
Dieses Produkt enthält 2 Vorlagen – eine für Google Sheets und eine für Microsoft Excel.
Dieses Produkt ist nicht mit LibreOffice, OpenOffice oder anderer Tabellenkalkulationssoftware kompatibel.
Dies ist ein digitaler Download – es wird kein physischer Artikel versendet.
Für den Zugriff auf die Vorlage benötigst du ein kostenloses Google-Konto.
Da es sich um ein digitales Produkt handelt, sind keine Rückerstattungen möglich. Fragen zur Nutzung? Schreib mir gerne – ich helfe dir gerne :)

NUTZUNGSBEDINGUNGEN:
Nur für den persönlichen Gebrauch. Kommerzielle Nutzung, Weiterverkauf oder Weitergabe sind nicht gestattet.

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Toni

Owner of TopSheets

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Toni

TopSheets ·

Miami, Florida

4.7

8.9k sales

3 years on Etsy

Following Follow shop

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Typically responds within a few hours

Following Follow shop

Message seller

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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Haushaltsbuch

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Haushaltsbuch Excel Deutsch

Ausgaben Tracker

German Budget Planner

Einnahmen Ausgaben

Monatsbudget

Haushaltsbuch Excel

Budgetplaner

Listed on Oct 3, 2026

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Kunden Tracker Vorlage für Google Sheets und Excel | Rechnung Tracker, Zahlungsverwaltung, Einnahmen und Business Finanzen

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