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Freelancer Invoice Template, Income & Expense Tracker (Excel, Google Sheets)

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Highlights

  • Designed by HonestMarginCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

This freelancer invoice template and income tracker lets you send professional invoices, see exactly who owes you, and know your real profit, and how much tax to set aside, every month. Built for freelancers, consultants and anyone self-employed. Works in Excel and Google Sheets.

FREE WITH YOUR PURCHASE
• Setup help: stuck on anything? Message me and I'll help you get set up.
• Updates: when I improve this spreadsheet, message me and I'll send you the newest version, free.

WHAT IT DOES
• Invoice generator: pick an invoice number and a ready-to-print invoice builds itself, with your details, the client's address, hours, rates, fixed-price items, tax, total, payments and balance due. Print it or save it as a PDF.
• Invoice status updates by itself: Sent, Partial, Paid or Overdue, with days late.
• Due dates fill in from each client's payment terms.
• Who owes you: unpaid invoices, plus aging (not yet due, 1-30, 31-60, 61-90, 90+ days).
• Dashboard: invoiced, collected, expenses and NET PROFIT for every month, with charts.
• Quarterly tax: set aside a share of your profit, log the tax payments you make, and see a running balance of what you still owe.
• Time log: hours per client, billable or not, and the value of unbilled work.
• Top clients: invoiced, collected, hours and your real hourly rate for each client.

WHAT'S INCLUDED
• 1 spreadsheet (.xlsx) with 11 tabs: Start Here, Dashboard, Invoice, Invoices, Invoice Lines, Payments, Expenses, Time Log, Clients, Settings, Lists
• Quick-Start Guide (PDF)
• A sample freelance designer with 5 clients, so you can see how everything works before you add your own

WORKS WITH
• Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web, and Google Sheets
• Any currency. Optional sales tax / VAT on invoices
• Capacity: 50 clients, 300 invoices, 1,000 invoice lines, 1,000 payments, 1,000 expenses, 2,000 time entries

HOW IT WORKS
1. Download the files instantly after purchase
2. Add your business details and clients
3. Create invoices, record payments and expenses. The dashboard updates by itself.

QUICK ANSWERS
• Who is this for? It is made for freelancers, consultants and self-employed people who want to invoice, see who owes them and set aside the right tax.
• Can I make invoices with it? Yes. Pick an invoice number and a ready-to-print invoice builds itself with your details, the client, hours, rates, tax and balance due.
• Does it show who owes me money? Yes. Unpaid invoices and aging (not yet due, 1-30, 31-60, 61-90 and 90+ days) are on the dashboard.
• Does it help with tax? Yes. Set a share of your profit aside for tax, log the tax payments you make and see what you still owe each quarter.
• Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.

PLEASE NOTE
• This is a digital download. No physical item will be shipped.
• Profit is cash basis: income counts when it is paid.
• This template helps with invoicing and record keeping. It is not tax, legal or accounting advice.
• For use in your own business. Please don't resell or share the file.
• Designed by me with the help of AI tools. Every formula was tested in Microsoft Excel and Google Sheets.

Questions? Send me a message. I'm happy to help you get set up.

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