Invoice Template Spreadsheet, Printable Billing and Payment Tracker, Freelancer, Invoice Tracker, Excel Google Sheets
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Seller's description
Invoice Template Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Send professional invoices in minutes and always know who still owes you. Pick a client, add your line items, and the invoice calculates everything. Then track every invoice until it's paid.
🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/MNDun9pNrg4
✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.
★ WHAT'S INCLUDED ★
• Clickable Start Here cover page with quick-start steps and a colour key (yellow = you type)
• Invoicing Dashboard: invoiced and collected this year, outstanding, overdue, average days to pay, collection rate, due in the next 7 days, average invoice, this month, partial payments, 90+ days late, quotes pending, quote win rate and top client, plus a status table, top 5 clients, oldest unpaid invoices, receivables aging, 7 automatic insights and 4 charts
• Printable Invoice: pick an invoice number and your business details, client address, dates, terms, project / PO, up to 15 line items, discount, tax, shipping, deposit, payments and balance due fill in automatically, with a Paid / Partial / Overdue status stamp and payment history. Fits one page, print or save as PDF
• Invoice Log: room for 300 invoices with automatic due date (client or default terms), subtotal, discount, tax, total, paid, balance due, days to pay, days overdue, status (Paid, Partial, Overdue, Due soon, Open, Draft) and aging bucket
• Line Items: 1,000 lines with drop-downs from your price list, optional custom description and price, and taxable / non-taxable items
• Payments Log: 500 rows for deposits and partial payments, with the balance left after each payment
• Clients: 100 clients with contact details and payment terms, plus invoiced, paid, outstanding, overdue, average days to pay and share of billing for each
• Products & Services price list: 100 items with category, unit, price, taxable setting, times billed and revenue
• Quotes & Estimates: 200 quotes with expiry dates, status, next step, win rate and convert-to-invoice tracking
• Receivables Aging: what each client owes by age (current, 1-30, 31-60, 61-90, 90+), suggested action, 10 oldest unpaid invoices and a chart
• Client Statement: pick a client to get a printable statement of every invoice, payment and balance with an aging summary
• Revenue Summary: monthly, quarterly and year-by-year totals for invoiced, collected, tax, discounts and still owed, compared with last year, with 3 charts
• Settings: your business details, default tax rate, payment terms, payment instructions and drop-down lists
• Sample data version so you can see how it works, plus a blank ready-to-use version
★ SAVE WITH A BUNDLE ★
Get this template plus 4 more in the Small Business Spreadsheet Bundle and save 50%: https://www.etsy.com/listing/4600189442/small-business-spreadsheet-bundle
PLEASE NOTE
• DIGITAL download only. No physical item will be shipped.
• Not tax or legal advice. Check local invoicing and sales tax rules.
• For personal or single-business use only. Not for resale.
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“The spreadsheet was great and it helped me to keep track of my earnings and expenses. Will definitely buy some more for different purposes. Thanks for a great spreadsheet”
Ingrid
4 days ago
NowPrice:$2.49
Original Price: $4.99
50% off
Sale ends on November 22
You can only make an offer when buying a single item
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Seller's description
Specifications
Invoice Template Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Send professional invoices in minutes and always know who still owes you. Pick a client, add your line items, and the invoice calculates everything. Then track every invoice until it's paid.
🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/MNDun9pNrg4
✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.
★ WHAT'S INCLUDED ★
• Clickable Start Here cover page with quick-start steps and a colour key (yellow = you type)
• Invoicing Dashboard: invoiced and collected this year, outstanding, overdue, average days to pay, collection rate, due in the next 7 days, average invoice, this month, partial payments, 90+ days late, quotes pending, quote win rate and top client, plus a status table, top 5 clients, oldest unpaid invoices, receivables aging, 7 automatic insights and 4 charts
• Printable Invoice: pick an invoice number and your business details, client address, dates, terms, project / PO, up to 15 line items, discount, tax, shipping, deposit, payments and balance due fill in automatically, with a Paid / Partial / Overdue status stamp and payment history. Fits one page, print or save as PDF
• Invoice Log: room for 300 invoices with automatic due date (client or default terms), subtotal, discount, tax, total, paid, balance due, days to pay, days overdue, status (Paid, Partial, Overdue, Due soon, Open, Draft) and aging bucket
• Line Items: 1,000 lines with drop-downs from your price list, optional custom description and price, and taxable / non-taxable items
• Payments Log: 500 rows for deposits and partial payments, with the balance left after each payment
• Clients: 100 clients with contact details and payment terms, plus invoiced, paid, outstanding, overdue, average days to pay and share of billing for each
• Products & Services price list: 100 items with category, unit, price, taxable setting, times billed and revenue
• Quotes & Estimates: 200 quotes with expiry dates, status, next step, win rate and convert-to-invoice tracking
• Receivables Aging: what each client owes by age (current, 1-30, 31-60, 61-90, 90+), suggested action, 10 oldest unpaid invoices and a chart
• Client Statement: pick a client to get a printable statement of every invoice, payment and balance with an aging summary
• Revenue Summary: monthly, quarterly and year-by-year totals for invoiced, collected, tax, discounts and still owed, compared with last year, with 3 charts
• Settings: your business details, default tax rate, payment terms, payment instructions and drop-down lists
• Sample data version so you can see how it works, plus a blank ready-to-use version
★ SAVE WITH A BUNDLE ★
Get this template plus 4 more in the Small Business Spreadsheet Bundle and save 50%: https://www.etsy.com/listing/4600189442/small-business-spreadsheet-bundle
PLEASE NOTE
• DIGITAL download only. No physical item will be shipped.
• Not tax or legal advice. Check local invoicing and sales tax rules.
• For personal or single-business use only. Not for resale.
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Item typeDigital download
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Digital file type(s)4 Files
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