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How I Track Clients & Payments in Google Sheets (Template Tutorial)

Champion | Google Sheets Dashboard & AI

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How I Track Clients & Payments in Google Sheets (Template Tutorial)

26 096 просмотров · 1 год назад
Champion | Google Sheets Dashboard & AI
21,6 тыс. подписчиков
26 096 просмотров · 1 год назад
Work with me: https://www.championchallander.com Client & Payment Tracker Template: https://sheetgeekhq.gumroad.com/l/cli... Keep tabs on your clients and payments with this handy Google Sheets tracker. This template helps with business organization, making sure you have a clear client list and can easily track invoice tracker information. Download the google sheets template to get started! Follow my socials! SheetGeek TikTok:   / sheetgeek   Instagram:   / championchallander   Contact me: championchallander@gmail.com 0:00 Client & Payment Tracker 0:27 How to use the template 1:28 Step 1: Insert a table 2:29 Step 2: Insert the numbers using =SEQUENCE 3:25 Step 3: Google sheets Hidden Phone Number Tip 4:07 Step 4: Inserting "Source" Dropdown 5:25 Step 5: Inserting currency format for "Amount Earned" 6:16 Step 6: Inserting "Budget" Dropdown 7:15 Step 7: Inserting "Status" Dropdown 8:08 Step 8: Adding overflow for "Notes" 8:26 Important Message