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The Invoice Tracker, an invoice and payment tracker spreadsheet for Excel and Google Sheets. A preview of the dashboard shows what is outstanding, what is overdue, what is due in 7 days, what was collected this month and the clients who owe the most. Tabs: Invoices, Payments, Clients, Invoice, Items, Dashboard.

Invoice Tracker Spreadsheet for Excel & Google Sheets

If you send invoices by hand, the hard part is not writing them. It is remembering which ones are still unpaid, which are late and how much each client owes you. The Invoice Tracker keeps all of that in one file you own.

You add your clients once, record each invoice and each payment you receive, and the sheet works out the due date, the balance, the days late and the status of every invoice. When you need to send one, pick the invoice number and a clean invoice page fills in, ready to print or save as a PDF.

It is a digital download for Excel and Google Sheets, made for freelancers, service businesses and small shops. There is no sign-up, and nothing is sent to your clients.

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Digital download. Works in Excel and Google Sheets. Nothing is shipped.

What this spreadsheet tracks

Clients, invoices, payments and invoice lines in one connected workbook (7 tabs)
Due date, subtotal, tax, total, paid amount, balance, days late and status for every invoice
Partial payments, discounts and a tax rate you set yourself
A dashboard with outstanding, overdue and due in 7 days, collected and invoiced this month
Who owes you the most, plus the aging of what you are owed (not yet due, 1-30, 31-60, 61-90 and over 90 days late)
A printable invoice page with up to 14 lines

Who it's for

Freelancers and consultants who send invoices every month
Small service businesses and shops that keep their own records
Anyone who wants to see at a glance who has paid and who has not

How it works

Fill in Start Here once with your business details, payment terms and tax rate (all optional).
Add your clients, then add each invoice with its number, client and issue date.
Record every payment you receive on the Payments tab.
Open the Dashboard to see what is outstanding and what is late, and use the Invoice tab to print any invoice.

See inside

Invoice tracker dashboard with 8 tiles (outstanding, overdue, due in 7 days, collected and invoiced this month, average days to pay, clients owing, data warnings), invoices by status, invoiced and collected over 12 months, who owes you the most, overdue invoices, aging of unpaid invoices and the latest payments.

Invoices tab: invoice number, client, issue date, optional terms, amount, discount and tax rate, with the due date, subtotal, tax, total, paid, balance, days late and status (Sent, Partial, Paid, Overdue, Draft, Void) calculated for you. Room for 1,000 invoices.

Invoice tab: choose an invoice number and a clean invoice page fills in with your business details, the client, the invoice lines, discount, tax, total, payments and balance due, ready to print or to save as a PDF. Payment details and a footer come from your settings.

Payments tab: date, invoice number, amount, method and notes for every payment, with the client and the balance left on the invoice filled in for you. Partial payments are supported. Choose cash, card, bank transfer, check, PayPal or other. Room for 2,000 payments.

Clients tab: client name, contact person, email, phone, address, optional payment terms in days, and what each client was invoiced, paid, still owes and has overdue. A dropdown of these clients is used on the Invoices tab. Room for 200 clients.

Items tab: the lines of your invoices, with invoice number, description, quantity, unit price and the amount of each line. An invoice with lines takes its amount from here, or you can just type an amount on the invoice. Room for 2,000 lines.

Frequently asked questions

Does it work in Excel and Google Sheets?

Yes. You get an Excel workbook and a PDF guide with a link to make your own copy in Google Sheets. The two versions are separate files and do not sync.

Does it send invoices or reminders?

No. It is a tracking and record-keeping tool. It does not send emails, take payments or connect to a bank.

Can I record partial payments?

Yes. A partial payment is simply a smaller amount on the Payments tab, and the balance of the invoice updates.

Is there an example file?

Yes. A second Excel file is filled with sample data (8 clients, 26 invoices and 19 payments) so you can see how everything works before using your own numbers.

The Invoice Tracker is also one of the five tools in the Small Business Spreadsheet Bundle.