Report this item to Etsy

Freelancer Excel Spreadsheet: Client CRM, Project, Time & Invoice Tracker

Price:$23.35

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by PrintPackDesk
  • Digital download
  • Digital file type(s): 2 ZIP

Keep client work organized with this freelancer Excel spreadsheet for client CRM, projects, billable time, invoice records and payment tracking. It is an internal business tracker with an EN/DE guide; it does not issue invoices.

INCLUDED:
✓ 10 connected worksheets: Start Here, Dashboard, Settings, Clients, Projects, Tasks, Time Log, Invoices, Payments and Expenses
✓ Unique client, project and invoice IDs to connect records
✓ Project-level automatic totals for logged hours, invoiced amounts, received payments, expenses and unpaid invoice balances
✓ Time tracker with billable-hours calculation from your actual hourly rate
✓ Invoice register with tax, total, payment receipts, overdue and partial-payment states
✓ Payment log and expense register to see actual business cashflow
✓ Dashboard with year-filtered monthly receipts, costs, cash contribution and activity
✓ Bilingual EN/DE PDF guide and license
✓ Offline XLSX with formulas; no macros, subscriptions or external integrations

BEST FOR:
Freelancers, independent consultants, designers, content creators and solo service providers who need a clear internal overview of projects and cash movement.

IMPORTANT:
This is an internal management tracker, NOT accounting, tax-filing or legally compliant invoice-issuing software. It does not generate legal invoices. Cash contribution is receipts minus recorded costs, not taxable profit. You are responsible for local invoicing, tax and data-protection rules. Enter all income, expense and tax rates yourself. The workbook comes blank by design; any screenshots showing numbers contain labeled example data. Numbers are EUR; convert other currencies before entry. Modern Excel recommended; other spreadsheet software may require adjustment. No promised income or business results.

DIGITAL DELIVERY:
Buyer ZIP contains XLSX workbook, EN/DE PDF guide and EN/DE license. No physical item.

LICENSE:
Single buyer / single business internal use; no resale, sublicensing or distribution of workbook or guides. See included license.

AI DISCLOSURE: This product was created with the assistance of AI.

LANGUAGES / SPRACHEN: English originals and German files with German instructions are included in BAM-011_DE_Deutsch_2026-10-24.zip. Deutsche Dateien und Anleitung sind im zusätzlichen DE-Archiv enthalten.

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

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

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

View shop registration details

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Oct 19, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates