Google Sheets Invoice Tracker: Track Unpaid Invoices (Free Template)
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Google Sheets Invoice Tracker: Track Unpaid Invoices (Free Template)
12 просмотров · 2 нед. назад
Workflow Workshop
3 подписчика
12 просмотров · 2 нед. назад
A free Google Sheets template for tracking unpaid invoices. You type invoices and payments by hand; formulas work out each balance, status and days overdue, and a dashboard shows what's outstanding, what's overdue, and a chase list with the most overdue invoice at the top. Shown with a fictional cleaning business.
Make your own copy of the template: https://docs.google.com/spreadsheets/...
Download (XLSX copy + setup guide, ZIP): https://drive.google.com/file/d/1E7Vh...
SHA-256 of the ZIP: f4e56bf58c75109ea70fdde8211bceb74a9aa44e5568f46107053ccc3b7436df
What you'll see:
Copying the template and clearing the example invoices
How Balance, Status and Days Overdue are worked out
Recording a partial payment and a full payment, before and after
The dashboard: outstanding, overdue and due-today totals, the chase list, and rows to check
Requirements: a Google account and Google Sheets in a web browser. No add-ons, scripts, extra sign-ins or connected accounts (you sign in to Google to make your copy).
Costs: the template is free; Google Sheets comes with a free Google account.
Limits: everything is entered by hand. It does not send reminders, collect payments, or connect to email, your bank or accounting software. Overdue and due today follow the spreadsheet's date and time zone (File → Settings). One currency, no tax or discounts. Formulas cover 500 invoices; the setup guide shows how to add more. Tested in Google Sheets on the web; not tested in Excel or the Sheets mobile app. It's a tracker, not accounting software.
The business, customers and amounts in this video are fictional.
Chapters:
0:00 Who owes you: $2,015 overdue
0:29 Copy the template and set it up
1:18 How the Invoices tab works
2:01 Record a partial payment
2:37 Record a full payment
3:04 Chase list and rows to check
3:53 Limitations and the template link