Invoice Template Spreadsheet, Small Business Invoice and Payment Tracker, Unpaid Client Balances, Excel and Google Sheets

Instant digital download: invoice template and payment tracker spreadsheet for Excel and Google Sheets. You get 2 .xlsx files (blank and filled-in example) and a quick start guide. Nothing physical ships.

Send an invoice and know who has paid. Type your items once, pick the invoice number, and a clean printable invoice fills in with your business details, the client, line items, sales tax, payments and the balance due. Every invoice gets a due date and a status, so you can see at a glance what is open, partly paid or overdue.

Good for freelancers, makers, cleaners, tutors, photographers, designers and any small business that bills clients.

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WHAT'S INSIDE: 10 TABS
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★ START HERE: five setup steps and how the math works
★ INVOICE: a printable invoice: type an invoice number and it fills in your details, the client, up to 15 lines, subtotal, sales tax, total, paid and balance due
★ STATUS: every invoice with due date, paid, balance and status (Paid, Partial, Open, Overdue), plus the total owed now
★ SUMMARY: pick a year: invoiced and collected for each month, overdue count and amount, and billed and owed for your first 10 clients
★ INVOICES: up to 150 invoices with number, client, date and a Tax? dropdown
★ LINES: up to 400 line items with invoice number, description, quantity and rate
★ PAYMENTS: up to 300 payments with date, invoice, amount and how they paid
★ CLIENTS: up to 60 clients with email and address
★ SETTINGS: business name, address, email, phone, payment terms, sales tax rate, payment instructions and a thank-you note
★ LISTS: the words behind the dropdowns

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FEATURES
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✔ Due date = invoice date + your payment terms. Overdue shows in red
✔ Sales tax only on invoices marked Yes
✔ Partial payments are tracked until the balance is zero
✔ Amounts are in dollars. To use another currency, change the number format of the cells
✔ Blank file plus a filled-in example (a small design studio with five clients)
✔ No macros. Cream cells are for typing. Formula cells are protected (no password) so they are not typed over by accident

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WHAT YOU'LL RECEIVE (3 files)
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1. Invoice-and-Payment-Tracker_Blank.xlsx (empty and ready for your information)
2. Invoice-and-Payment-Tracker_Example.xlsx (the same workbook filled in with made-up sample data)
3. README.txt (quick start)

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INSTANT DOWNLOAD: HOW IT WORKS
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• After you pay, Etsy emails you a download link. You can also find the files under You > Purchases and reviews.
• EXCEL: open the .xlsx file and click Enable Editing. Works in Microsoft Excel 2016 or newer.
• GOOGLE SHEETS: go to sheets.google.com > File > Import > Upload > choose the file > Replace spreadsheet.
• PHONE: Every tab uses a narrow layout with large text, so the main columns should fit a phone screen in the Excel and Google Sheets apps. It has not been tested on a real iPhone or Android phone, so do the first setup on a computer if you can.

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PLEASE NOTE
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• This is a digital file. Nothing physical will be shipped.
• You need Microsoft Excel (2016 or newer) or a free Google account.
• Everything is typed by you. The file does not connect to any account or import data.
• To print or save as PDF, open the Invoice tab and use File > Print.
• Example data is made up. Cream cells are for typing and white cells calculate.
• For personal use only. Please do not share or resell the files.

Designed with the help of AI tools, then reviewed and tested by me.