excel template
Free Invoice Tracking Template
Simplify invoice tracking for multiple clients. Keep all issued and received invoices in one place, track due dates and payments, and customize with your company details. Compatible with Excel, Google Sheets, and more.
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Invoice Tracking Spreadsheet Overview
Our Invoice Tracking Spreadsheet Template is designed to make managing customer invoices simple and efficient. With this free tool, you can track all invoices in one place, view them by customer, and easily stay on top of payments.
Key Features of the Invoice Tracking Spreadsheet:
- Aging Summary: Get a clear view of overdue, upcoming, and paid invoices for all customers or a specific client.
- Sort & Filter: Leverage Excel’s built-in sorting and filtering to organize your invoices by date or customer.
- Overdue Invoice Alerts: Overdue invoices are automatically highlighted in red for quick attention.
- Status Clarity: Invoices marked as "Paid" or "Closed" are grayed out, so you can easily identify pending payments.
- Draft Exclusion: Invoices marked as "Draft" won’t appear in the aging report.
- No Coding Needed: This invoice tracking spreadsheet template is fully unlocked, with no VBA code—easy to customize and use.
How to Use the Invoice Tracking Spreadsheet Template
- Enter customer details in the "Customers" worksheet.
- Clear the sample data from the gray-bordered cells.
- Add your invoices, assigning statuses like "Draft," "Sent," "Paid," and "Closed."
This template uses Excel's conditional formatting to highlight overdue invoices and built-in formulas to generate an aging report based on due dates.