Freelance Invoice Tracker Spreadsheet, Client Tracker & Payment Tracker, Overdue Invoices, Aging, Small Business, Excel Google Sheets
Price:$11.99
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Highlights
Stop wondering who still owes you money. This Freelance Invoice & Client Tracker keeps every invoice in one place: add a row when you send an invoice, type the date when the client pays, and it works out the due date, the balance, how many days late it is and how long each client takes to pay. The dashboard shows what you've invoiced, what's come in, what's still owed and what's overdue, oldest first.
Made for freelancers, contractors, consultants and small studios who send invoices from anywhere (Word, PayPal, Stripe, an app) and need one clear list of who's paid. About 10 minutes to set up. No accounting software, no subscription, no spreadsheet skills needed.
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★ WHAT'S INCLUDED
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• Freelance Invoice & Client Tracker – EXAMPLE file (.xlsx), filled with a made-up design studio's 7 clients and 33 invoices so you can see how everything works
• Freelance Invoice & Client Tracker – BLANK file (.xlsx), ready for your own numbers
(The two Excel files come together in one .zip file. Open or extract the .zip, then use the .xlsx files inside.)
6 tabs:
✔ Dashboard: invoiced this year, received this year, still owed to you, overdue, average days to pay (and % paid on time) and your top client. A "who owes you" list sorted by due date, an aging table (not due yet, 1-30, 31-60, 61-90 and 90+ days late), your top clients, money expected in the next 30 days and an invoiced vs received chart
✔ Settings: your business name, the tax year, an as-of date (blank = today) and your default payment terms
✔ Clients: up to 40 clients with contact, email, payment terms (Net 15, Net 30, Net 45...) and notes. For each one: invoices this year, invoiced, received, still owed, overdue, average days to pay and share of your income
✔ Invoices: 500 rows. Invoice #, client (dropdown), description, invoice date, amount, an optional due date, date paid, amount paid (for partial payments) and how they paid. It works out the due date, received, balance, days to pay, on time or late and a status: Paid, Due in X days, Part paid or Overdue X days. A Check column catches duplicate invoice numbers, unknown clients and payments dated before the invoice
✔ Monthly: invoices sent, invoiced and received by month, plus what you received in each IRS estimated-tax period, and a chart
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★ HOW TO USE
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1. Download the files from your Etsy Purchases page and extract the .zip.
2. Open the BLANK file in Excel, or upload it to Google Drive and open it with Google Sheets.
3. On Settings, add your business name, the tax year and your usual payment terms (yellow cells).
4. On Clients, list your clients. On Invoices, add a row for each invoice you send.
5. When money comes in, type the date paid (and the amount, if it was only part). Grey cells calculate automatically and are protected so formulas don't get broken.
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★ HOW IT FITS WITH OUR OTHER SHEETS
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• The FigureFoxCo 1099 Freelancer Income Tracker sorts your income by payer and form (1099-NEC, 1099-K) and works out a tax set-aside. This tracker is about getting paid: what's due, what's late and who to nudge.
• The FigureFoxCo Small Business P&L adds your expenses so you can see profit, not just income.
• Self-employed? The FigureFoxCo Self-Employed Tax Kit bundle puts the 2026 Tax Tracker, the 1099 Income Tracker and the Mileage Log together.
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★ COMPATIBILITY
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• Microsoft Excel 2010 or newer (Windows and Mac) and Excel for the web
• Google Sheets (free): upload the .xlsx and choose File > Save as Google Sheets
• No macros, no add-ons, no subscription. Not designed for Apple Numbers.
• Works best on a computer. Phones and tablets can view it but are harder to type on.
• In Google Sheets the formula-cell protection doesn't carry over, so just type in the yellow cells.
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★ PLEASE NOTE
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• This is a DIGITAL DOWNLOAD. No physical item will be shipped. The Excel files come in a .zip file.
• It's a tracker for the amounts you type in. It doesn't create or send invoices, connect to your bank or replace a tax professional, and it isn't tax advice.
• Uses US dollars and US-style dates. One business per file; start a new copy each year if you like (open invoices carry their dates with them).
• Colors may look slightly different between Excel and Google Sheets.
• Because this is a digital file, returns and exchanges aren't accepted, but message me if you have any problem and I'll help.
• For personal use in your own business. Please don't resell or share the files.
• This product was created with the help of AI tools.
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