Freelancer Invoice Tracker
An Excel workbook that tracks invoices and clients, works out due dates and overdue flags, and totals income by month. It tracks invoices; it does not create or send them.
Price: $9.99 (one-time, digital download). Family: Trackers and workbooks.
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What is included
- Excel workbook with 6 sheets: Start Here, Settings, Dashboard, Invoices, Clients and Income
- Start Here PDF with setup steps and the license
Inside the workbook
Sheets: Start Here, Settings, Dashboard, Invoices, Clients, Income. Column headings on the main sheets:
| Sheet | Columns |
|---|---|
| Invoices | Invoice number, Client (pick from Clients), Issued, Terms in days (blank uses the client's), Due date, Amount, Status, Date paid, Days to pay, Days overdue, and more |
| Clients | Client, Contact name, Where to reach (email or profile), Default payment terms (days), Invoices (not void), Billed (sent or paid), Paid, Outstanding, Notes, Write each client's name once, the same way you will pick it on the Invoices sheet. Use only what you need to reach them. |
| Income | Month, Number, Invoiced (sent or paid, by issue date), Paid (by date paid) |
What you need
Excel or Google Sheets.
How AI was used
The workbook was generated with AI assistance (code and layout) and reviewed by the shop owner. Fonts in the Start Here PDF are open-source (SIL OFL). See the AI use statement.
License
Personal use, one buyer. Read the full Product License. Refunds are covered by the Refund Policy.
Limits
This is a planning and record-keeping tool. It is not legal, tax, safety, financial or professional advice. See the Disclaimers.
Where to buy
Buy direct from ALLORNOTHINGHQ. These open our own store checkout, a secure page run by the payment provider. This website never sees your card or PayPal details.
Price: $9.99 on our own store. Marketplace prices can differ slightly (Ko-fi uses whole dollars).