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Client Invoice Tracker Spreadsheet – Excel & Google Sheets (Digital Download)

Price:$14.99

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Highlights

Run your client work from one spreadsheet: clients, invoices, line items, payments, quotes and follow-ups with live dashboards.

INSTANT DIGITAL DOWNLOAD: Client and Invoice Tracker spreadsheet by BrightCellPlanners. Works in Microsoft Excel 2016+ / Microsoft 365 and Google Sheets.

FEATURES
- Client list, communication log and task list
- Invoices with line items and payment tracking
- Invoice Generator and Quote Generator ready to print or save as PDF
- Client Dashboard and Invoice Dashboard with paid, due and overdue totals
- Client Lookup to see one client's full history
- Optional button scripts for Excel and Google Sheets
- Light mode and dark mode versions
- Automatic formulas and charts, no spreadsheet skills needed
- Filled-in SAMPLE files so you can see it in action

WHAT YOU GET (one ZIP file)
- BrightCellPlanners_Client_Invoice_Tracker_Dark.xlsx
- BrightCellPlanners_Client_Invoice_Tracker_Light.xlsx
- BrightCellPlanners_Client_Invoice_Tracker_SAMPLE_Dark.xlsx
- BrightCellPlanners_Client_Invoice_Tracker_SAMPLE_Light.xlsx
- How-to-use PDF guide (How-to-Use_Client-Invoice-Tracker_BrightCellPlanners.pdf)
- BCP_Common.bas
- BCP_Invoices.bas
- BrightCell_Invoices.gs

HOW IT WORKS
1. After purchase, download the ZIP from your Etsy Purchases page and unzip it.
2. Open the .xlsx file in Excel 2016+ or Microsoft 365, or upload it to Google Drive and open it with Google Sheets (the PDF guide shows how).
3. Fill in the Setup tab and start planning.

PLEASE NOTE
- This is an instant digital download. No physical item will be shipped.
- Requires Microsoft Excel 2016+ / Microsoft 365 (desktop) or a free Google account for Google Sheets. Not designed for Apple Numbers.
- Colors may look slightly different on different screens.
- Due to the digital nature of this product, returns are not accepted, but I am always happy to help.

LICENSE
- Personal use or use in your own business only. Do not share, resell or redistribute the files.

Questions or need help? Message BrightCellPlanStudio on Etsy anytime.

Designed by me with the help of AI tools.

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Listed on Oct 14, 2026
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