How to track sales invoices using Invoice Tracker Excel Template

Free Invoice Tracker Template to track sales invoices easily in Excel for your small business. Download for free from

For more features, watch Invoice Manager Excel Template video:

You can track unlimited invoices all in one file. Enter payments made by customers and calculate outstanding amounts. Identify overdue invoices and expected amounts.

FEATURES:
Track all invoices in one place
Identify which invoices are past due and how late they are
Calculate how much amount is outstanding
Calculate expected payments in immediate future
Easy to identify due amounts by Customer
Simple and easy to use


Requirements:
Microsoft Excel for Windows (2010 and above)
Microsoft Excel for Mac (2011 and above)


Social:

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[indzara]

For more features such as automatic payment allocation against open invoices, Dashboard, Unpaid Invoices Report and Customer Report, watch Invoice Manager Excel Template video:

[joannehatt]

This is fabulous! Just what I needed to track payments for one of my clients. Thank you so much for sharing this.

[Had]

This template is exactly what I was looking for .. very professional. Thank you!

[valeriavyrostkova]

Awesome video and template, this is what I was looking for but need a little help. I need to insert a calendar there, because if we want to look at the history for a different date, how do I do it? Because the status is always up to date.

[Kyber]

Awesome template! Just what I was looking for!

[yameenkhankhan]

Absolutely fantastic it is, i just have one question how is expected payments get calculated ?

[andriuscizikas]

Amazing work Indzara! But i have one question. In the Status and past due age section there are only 1 option at a slicer. PAST DUE and 91+days in the other one. How can I add DUE DATE and CURRENT to the slicer?

[michaelgardinerjoseph]

you always have a dashboard system. the spreadsheet is wonderful

[cheetong]

Hi Indzara, could the invoice tracker print invoices? For example, if I selected invoice 10, and wish to generate an invoice to send to my customer, is it possible. By the way, enjoyed your video. Thank you.

[LuqmanKhanyz]

Hi Indzara,

I'm facing a situation where a customer had 3 invoices. He made a partial payment on time and paid the remaining way later than the due date. Now, how do I keep track of which payment was paid when? Like lets say invoice 3 amount was $300 and he paid $100 and $200 on a later date. Now, how to keep track of what is paid when?

Also, thank you for the amazing template. :)

[christinayanez]

Thank you so much for this wonderful Invoice Tracker Excel, however, I'm having issues with the Status column, since I put a formula on the amounts under Invoice Paid, even though I have been paid it says Past Due, and also for some reason there is always a penny left on the current or past due amount on the top. Can you please help me.

[FableWarrior]

Omg this is just want I needed to get my new business organized. I have a question. I have a final payment date which I will put as DUE DATE but can I add Payments Schedule? Some clients want to give monthly payments. Your feedback would be greatly appreciated.

[danbreyfogle]

Hello Indzara, I found your sheet in my search for a way to track our small business purchases. I want something simple that will let me see what vendor purchases are open so I can properly plan for payment when the product is shipped. I think this sheet will work perfectly, but my question and I will ask it in relationship to sales since this is how you wrote this. In your sheet when a customer makes a partial payment you show what remains as due. What happens when that customer makes another payment, do I need to mentally add the previous payment to the new payment? I am afraid that if that is the process I will end up with data entry errors that would be confusing. Thank you in advance for considering my question and I think this sheet is great and will download it as I know I can make it work for my small business.

[jamiedavies]

Great Video. I have started to use the template but have continuous Errors on a lot of my rows where input has been added. there is no information missing. Can you assist? Also no information is given for payments in the next 7 days.

Thanks in advance

[hayaalzabi]

Amazing template
Can u show us how you build it please?
Thank you so much sir

[mariocollazoiii]

I love this template but I do have a question. I'm using this template to track insurance claim invoices and i'm wondering if there is a way to add a column that would subtract an insurance co-pay amount from the invoice total?
Thanks in advance and thanks for this great product!
MC

[littlibet]

Hi Ind Zara. I love this template, but I need to add a sheet to link the employee to the customer. Could you help me?

[Beyondthelimitvd]

I have download but it not calculate due date please reply

[adornab]

Hi your template is so helpful for me as i run a small time business. I hope can you please help me out to add from the STATUS CHOICE THE UNPAID INVOICES so i may filter only the UNPAID INVOICE.

[viperme]

nice work! for a construction project, i am in need of a template and was wondering if you could help us on this regard