Invoice Tracker for Small Business | Quote to Payment Pipeline | Offline Browser App | No Subscription | Instant Download

Track every quote, invoice, and payment — without Google, without a subscription, and without losing your work.

FieldKit Invoice Tracker runs right in your browser. Download once, open anytime, works completely offline.

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🆓 TRY BEFORE YOU BUY
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Not sure yet? Test the app before you buy — a free trial version with limited entries is available here:

👉 https://tallybox.app/fieldkit/fieldkit-invoice-tracker-trial.html

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WHAT YOU GET
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- FieldKit Invoice Tracker (main file, blank and ready to use)
- Demo version pre-loaded with 12 realistic jobs across all pipeline stages
- PDF User Guide — step-by-step setup and feature walkthrough
- BONUS: Small Business Starter Checklist

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WHO THIS IS FOR
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- Contractors, electricians, plumbers, landscapers, and handymen who send quotes and need to know what's been paid
- Freelancers and consultants chasing multiple outstanding invoices at once
- Small business owners who've outgrown a spreadsheet but aren't ready for accounting software
- Anyone who wants their business data on their own device — not stored in someone else's cloud
- Sole traders who need a debtors report at tax time without hiring a bookkeeper

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HOW TO USE IT
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1. Download the HTML file to your computer
2. Open it in any browser (Chrome, Firefox, Safari, Edge — no install needed)
3. Enter your settings once — currency, tax label, job number prefix
4. Start adding jobs and tracking payments
5. Back up to your Downloads folder anytime with one click

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KEY FEATURES
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JOB PIPELINE
- 6-stage pipeline: Quote → Sent → Approved → Invoiced → Paid → Overdue
- Auto-marks jobs Overdue when the due date passes — no manual hunting
- Job number auto-generated from your custom prefix (Q-101, INV-001, your call)
- Job site / address field built in — not just a client name
- Timestamped notes per job: site codes, client requests, follow-ups
- Duplicate any job — great for repeat clients or similar work

PAYMENT TRACKING
- Record multiple partial payments per job (deposits, progress payments, finals)
- 6 payment methods: Bank Transfer, Cash, Card, Check, PayPal, Other
- Auto-moves job to Paid when the balance hits zero
- Full payment history per job with date and method
- Remove individual payments with automatic balance recalculation

DASHBOARD & REPORTING
- KPI cards: total jobs, revenue, collected, outstanding, overdue count, conversion rate
- Pipeline view: job count and dollar value at every stage
- 6-month revenue chart: spot your busiest and slowest months
- Overdue alert panel: every overdue job with days outstanding and balance
- Recent activity feed: jump back to your latest jobs fast
- Period filter: This Month, This Quarter, This Year, All Time

ALL JOBS VIEW
- Searchable table: search by client, job number, description, or address
- Color-coded status filter pills: combine multiple (e.g. Invoiced + Overdue)
- Client filter dropdown
- Live stats bar that updates as you filter
- CSV export of whatever is currently filtered — targeted reports in one click

AGED RECEIVABLES
- Full debtors report: Current, 1-30, 31-60, 61-90, 90+ days overdue
- Color-coded: yellow at 1-30 days, orange at 31-60, red at 61+ days
- Detail table sorted by most overdue first
- CSV export — send to your bookkeeper at tax time

PAYMENT LOG
- Chronological log of every payment across all jobs
- Date range and payment method filters
- KPI strip: Total Collected, This Month, Average Days to Pay
- Method breakdown: see your split between cash, transfer, card, and more
- CSV export respects both active filters

CLIENTS
- Auto-built from your jobs — no separate setup needed
- Shows total jobs, invoiced, paid, and outstanding per client
- Overdue badge flags clients with outstanding balances
- One-click filter: view all jobs for a specific client instantly

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WHAT MAKES THIS DIFFERENT
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- NO Google account required — works in any browser, on any device
- 100% offline — your client data stays on your computer, not in someone's cloud
- No subscription, no login, no monthly fee — ever
- Built for field service businesses, not just office-based freelancers
- Includes a pre-loaded demo so you can see it working before you add a single job

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🔗 WORKS EVEN BETTER WITH THE FULL FIELDKIT SUITE
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Need to create professional quotes and invoices too? FieldKit Quote & Invoice Generator is a standalone tool that pairs perfectly with this one — same offline approach, no subscription, no cloud.
→ https://www.etsy.com/listing/4523286327/quote-generator-invoice-tool-send-quote

Want both tools in one app for less? FieldKit Essentials bundles the Invoice Tracker and Quote & Invoice Generator into a single combined tool.
→ https://www.etsy.com/listing/4524516807/invoice-and-quote-generator-bundle-for

→ Browse all FieldKit tools: https://www.etsy.com/shop/Tallybox?ref=dashboard-header§ion_id=59113042
→ Visit the full Tallybox shop: tallybox.etsy.com

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FILE DETAILS
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- File format: HTML (single file, opens in any browser)
- No software installation required
- Works on Windows, Mac, Linux, iOS, and Android
- Data saves automatically to your browser's local storage
- One-click backup saves a JSON file to your Downloads folder
- Restore from backup on any device

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INSTANT DOWNLOAD
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Your files are available immediately after purchase. Go to Your Account → Purchases and Reviews → Download Files. No waiting, no shipping, no account required beyond your Etsy login.

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CUSTOMIZATION
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Set your currency (AUD, USD, NZD, GBP, CAD, EUR), tax label (GST, VAT, Sales Tax, HST, or custom), tax rate, and job number prefix in Settings.

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TERMS OF USE
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For personal and single-business use only. Do not resell, redistribute, or share the files.

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FAQ
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Q: Do I need to install anything?
A: No. Just download the HTML file and open it in any browser — Chrome, Firefox, Safari, or Edge. That's it.

Q: Does it work without internet?
A: Yes, completely. Once downloaded, it works fully offline. Your data is saved in your browser and never sent anywhere.

Q: What happens if I clear my browser data?
A: Your data lives in the browser's local storage. If you clear browser data, it will be erased — that's why we built the one-click backup. Use it regularly.

Q: Can I use this on my phone or tablet?
A: Yes. The layout adapts for smaller screens — the job table shows key columns on mobile and the dashboard cards switch to a stacked layout. Works on iOS and Android browsers.

📱 iPhone & iPad Users — Please Read
FieldKit works great on desktop and Android devices. If you're on an iPhone or iPad, there's one extra step: Apple restricts how local files save data in Safari, so you'll need a free app like "Discit" or "HTML Viewer Q" from the App Store to run FieldKit with full functionality.
Desktop (Chrome, Edge, Firefox) and Android users can open the file directly with no extra steps.

Q: Can I get a refund?
A: Due to the instant-download nature of digital products, we don't offer refunds. If something isn't working as described, message us — we'll make it right.

📢 PLEASE NOTE:

This is a digital product — no physical item will be shipped
Due to the digital nature, all sales are final
Data is stored locally in your browser, not in the cloud — it does not automatically sync across devices. Use the built-in backup/export feature to move your data to a new device or browser
This is a single-business license for your own use — resale, redistribution, or sharing of the file is not permitted
Not connected to accounting software like Xero or QuickBooks — this is a standalone tool, not an integration

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If you're tired of chasing payments and not knowing what's outstanding at a glance — this is the tool for you. Download it today and have your pipeline organized within the hour.