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editable cells
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illustrative previews, not screenshots of the actual files
invoice & payment tracker
know who owes what, when it's due, and what's overdue
INVOICES sheet: issue date, due date, amount, paid and balance
status shows Paid, Open or Overdue automatically, based on today's date
PAYMENT LOG for amounts received
FOLLOW UPS sheet for payment reminders
Record each invoice with its issue date, due date, amount and payments received. The tracker works out the balance and marks each invoice paid, open or overdue, with separate sheets for payments and reminder follow-ups.
excel
friendly support, always.
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who it's for
- ✦freelancers with several invoices out at once
- ✦anyone who needs to see overdue payments at a glance
- ✦freelancers who already issue invoices elsewhere and want one place to track them
what's inside
- ♥INVOICES sheet: issue date, due date, amount, paid and balance
- ♥status shows Paid, Open or Overdue automatically, based on today's date
- ♥PAYMENT LOG for amounts received
- ♥FOLLOW UPS sheet for payment reminders
- ♥START HERE instructions
how it works
- 1save an untouched copy, then replace the sample invoices
- 2add each invoice when you send it
- 3record payments in PAYMENT LOG and update the Paid column
- 4plan reminders for overdue invoices in FOLLOW UPS
files in the download
- 04_Invoice_Payment_Tracker.xlsx
compatibility
- ✦built as an .xlsx workbook for microsoft excel
- ✦google sheets can import .xlsx files, but formulas and dates may change. sheets compatibility hasn't been verified
- ✦amounts are plain numbers, so use any currency
good to know before you buy
- !tracks invoices; it doesn't create, number or send them, and isn't a legal invoice. invoice requirements vary by country
- !you update the Paid column yourself; PAYMENT LOG isn't summed automatically
- !not accounting software
license, refunds & support
A one-time purchase of downloadable files, not a hosted app or subscription. Use and adapt the files for your own personal or business work, including client projects; don't resell or share the templates themselves. See the terms and refund policy.
Questions before or after buying: hey@rheaclub.co
see what you're getting
everything is a clean, editable file — no messy formatting, no surprise tabs.
invoice & payment tracker
project profit tracker
freelancer crm
freelancer business bundle
any questions?
no. it tracks invoices you issue with your own invoicing or accounting tool. what an invoice must contain depends on your country, so check local rules.
the status formula compares the due date with today's date. if the balance is zero it shows paid.
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