Invoice and Client Tracker Spreadsheet Tutorial | Excel and Google Sheets | TabwiseStudio

A full walkthrough of the Invoice and Client Tracker spreadsheet from TabwiseStudio, for Excel and Google Sheets. Setup, clients, the lead pipeline, quotes and the printable quote, turning a quote into an invoice, invoices and line items, payments, the printable invoice, aging, the client-by-month grid, the contact log, the dashboard and the Health Check. Chapters 0:00 Intro 0:28 Which file to open 0:48 Start Here 1:13 Setup 2:17 Clients 2:51 Pipeline 3:25 Pipeline Summary 3:46 Quotes 4:25 Printable quote 4:46 Accepting a quote 5:42 Invoices 6:27 Line Items 6:49 Row check 7:08 Payments 7:32 Printable invoice 8:01 Aging 8:24 By Client and Month 8:44 Contact Log 9:05 Dashboard 9:27 Monthly Totals 9:40 Health Check 9:54 Wrap-up Get the spreadsheet on Etsy: https://www.etsy.com/listing/4592302998 Shop: https://tabwisestudio.etsy.com Questions? Message TabwiseStudio on Etsy and we will reply within one business day. The spreadsheet is a record-keeping tool. It adds up what you type and is not tax, legal or accounting advice. It does not send invoices, take payments or connect to a bank.