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Freelancer Invoice Tracker Spreadsheet, Client CRM, Project Tracker, Invoice Template, Tax Set-Aside, Excel Word PDF

NowPrice:$6.99

Original Price: $9.99

30% off

•

Sale ends on December 10

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Highlights

A freelancer invoice tracker spreadsheet with a client CRM, project tracker, and invoice template, made for a freelance contractor who needs to see what is outstanding and how much to set aside for taxes.
What's included: an Excel workbook (10 tabs, also opens in Google Sheets) with overdue invoice alerts, a time log for billable hours, and a freelance dashboard, an editable Word invoice, a client intake form, and a 10-page printable PDF of business forms in US Letter and A4.
Fillable PDF: type directly on phone, tablet or computer, or print it.

Know who owes you, what's due next, and how much to save for taxes, without a monthly software bill.

EXCEL TRACKER (Excel + Google Sheets, no macros, 10 tabs)
• Settings: business info, payment terms and tax set-aside %
• Clients: contacts, source and status, with billed, paid and outstanding totals
• Projects: flat or hourly, hours logged, value and late flags
• Time Log: billable hours and amounts from the project rate
• Invoices: due dates from your terms; status shows Paid, Open, Due soon or Overdue with days late
• Invoice: type an invoice number and client details fill in; add line items and print or save as PDF
• Expenses + Income and Tax: monthly income, expenses, profit and suggested tax set-aside, by quarter too
• Dashboard: income, outstanding, overdue, top clients, real hourly rate and charts

ALSO INCLUDED
• Editable Word invoice template (.docx)
• Printable forms (10 pages): workflow + rates, client intake, project brief + scope, invoice, client list, project tracker, time log, income + tax set-aside, expense log

HOW TO USE
1. Download the ZIP from your Etsy Purchases page and unzip it.
2. Google Sheets: upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets. Excel, Numbers and LibreOffice open it directly.
3. Word: open the invoice .docx and type over the [brackets].
4. Print the PDF forms in US Letter or A4 at "Actual size".

INSTANT DOWNLOAD
This is a digital download. Nothing will be shipped. After purchase, download the ZIP from your Etsy Purchases page (You > Purchases > Download Files).

Good to know
• The tax set-aside is a planning tool, not tax advice; ask a tax professional what's right for you. For use in your own business; please don't resell or share the files.
• Colors may look slightly different on screen than in print.

Made by Timothy Kaiserlik · KaiserCareerKit

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Listed on Nov 10, 2026
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