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Invoice & Client Tracker Spreadsheet
  • Invoice & Client Tracker Spreadsheet
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Invoice & Client Tracker Spreadsheet | Invoice Template, Payment Tracker, Mileage Log, Google Sheets & Excel

4.9 (408 shop reviews)
Send invoices, see who has paid and never forget to follow up. This invoice and client tracker keeps all your invoices, clients, payments and mileage in one spreadsheet, and turns any invoice into a clean, professional invoice you can save as a PDF.
Original price was: $12.95.Current price is: $9.71.
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  • Instant Download: Get your planner now!
  • Google Sheets & Excel: invoices, clients and mileage
  • Become more organized and productive
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Planner description

Send invoices, see who has paid and never forget to follow up. This invoice and client tracker keeps all your invoices, clients, payments and mileage in one spreadsheet, and turns any invoice into a clean, professional invoice you can save as a PDF.

Statuses update by themselves: paid, part paid, due soon and overdue, in color. Overdue invoices jump to the top of your follow-up list, so the spreadsheet does the remembering for you. Made for freelancers, creatives, consultants and small service businesses.

📊 What's inside

  • Invoice: pick an invoice number and your invoice is ready, with your business details, the client, line items, tax, total, amount paid, amount due and how to pay you
  • Invoices: number, date, client, project, total, due date and paid date, with a status that updates itself and days late
  • Invoice Items: what you charge on each invoice (service, quantity, rate), with a services list to pick from
  • Clients: contact details plus invoiced, paid, outstanding and overdue for every client
  • Income by Client: what each client paid you, month by month, for the whole year
  • Mileage Log: business trips with distance, round trips and your deduction
  • Dashboard: invoiced and paid this month, money waiting to be paid, overdue, paid this year, your follow-up list, paid per month, top clients, mileage and your next invoice number
  • Setup: your business details, payment terms, tax rate, mileage rate and services
  • Start Here: simple setup steps

✍️ Details

  • Works in Google Sheets and Excel (also in the Google Sheets app on your phone)
  • Up to 150 clients, 600 invoices and 2,000 invoice lines
  • Works with any currency and tax rate, miles or km
  • Example data (a small design studio) included, plus a blank copy
  • ADHD-friendly: one weekly check-in is enough, and colors show what needs attention

📦 You will receive

  • Invoice-Client-Tracker.xlsx (with example data)
  • Invoice-Client-Tracker-Blank.xlsx

✨ How to download

  1. Complete your purchase.
  2. Download your files from the order confirmation page or your email.
  3. Open them in Excel, or upload them to Google Drive and open them with Google Sheets.

💡 Please note

This is a digital product; no physical item will be shipped. This spreadsheet is an organizing tool, not tax or accounting advice. Check your tax office for the mileage rate that applies to you. For use in your own business; please don't share or resell the files.

Designed by Way to Plan with the help of AI tools. Every product is checked and tested before publishing.

🧾 More spreadsheets for your work and home

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4.9 Great
Average rating based on 408 shop reviews

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About Maya
Hey, I’m Maya, I’m Obsessed with notebooks!
Living with my ADHD has its ups and downs, But it taught me the importance of staying organised. Sure, focusing can be tough, but i’m all about finding tricks to make it easier.

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