Invoice & Payment Tracker

Every invoice and payment in one place. Know who owes you, and how late.

$19~~$29~~one-time, USD

Instant download · Excel workbook (.xlsx), opens in Google Sheets
14-day refund, no questions asked
Personal and business use licence
Free updates to this version

Works with

Microsoft Excel 2010 or newer
Google Sheets (File > Import)
Excel for Mac
No macros, no add-ins

Made for: Freelancers and consultants, Agencies and studios billing retainers, Trades and service businesses, Anyone chasing payments from a shoebox of invoices.

What is inside

7 tabs, one linked system

1
Settings
Business details, default terms, late fee %, tax rate, tax year, payment instructions, client list with per-client terms, payment methods.
2
Invoices
300 rows: number, client (dropdown), date, description, amount, tax. Due date, total, paid, balance, status (Paid / Partial / Open / Overdue) and days overdue calculate.
3
Payments
500 rows: date, invoice number (dropdown), amount, method, reference. Client and days-to-pay fill automatically.
4
Dashboard
KPIs (invoiced, collected, outstanding, overdue, open count, avg days to pay, collection rate), aging buckets, invoiced vs collected by month with chart.
5
Chase list & clients
Overdue invoices ranked by days late with the client contact; outstanding, overdue, invoiced and avg days to pay per client.
6
Statement
Pick a client: open invoices, total due, overdue portion, your payment instructions. Prints on one page.
7
Invoice
Printable invoice with your header, terms, due date, line items, tax and payment instructions.

Details

Built to be right, not just pretty

Status and days overdue update themselves from payments
Partial payments handled; balance shows what is left
Aging buckets by due date: current, 1–30, 31–60, 61–90, 90+
Chase list ranked by days overdue with the client's email next to it
Per-client terms (Net 15 / 30 / 45) drive due dates
Printable statement and invoice that match your Settings
3,700+ formulas, all visible and editable; verified to the cent

Last updated November 2, 2026. Buyers get updates to this version free, by email.

Questions

Before you buy

Does it work in Google Sheets?

Yes. File > Import > Upload the .xlsx. Dropdowns, conditional formatting and the chart carry over. All formulas are Sheets-compatible; no macros.

How does status work?

Each invoice sums its payments. Balance zero = Paid. Balance with the due date passed = Overdue. Some payment but not all = Partial. Otherwise Open. Days overdue counts from the due date.

Can I set different terms per client?

Yes. Each client in Settings has its own terms in days; the invoice due date uses it, falling back to your default.

Does it handle tax?

There is a tax column per invoice and a default tax rate for the printable invoice. Set the default to 0 if you do not charge tax.

What if it is not what I need?

Email us within 14 days and we refund you. No forms, no questions.