Finance template
Invoice tracker
Track every invoice you send, what has been paid and what is overdue today. An aging summary groups open balances by how late they are.
- Free
- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
1 sheet
- Invoices
89 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 243 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Live dates
- Frozen headers
- 1 chart
A look at the Invoices sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Invoice tracker | |||||||
| 2 | Add a row per invoice. Days overdue and aging update every day. | |||||||
| 3 | OUTSTANDING | OVERDUE | OPEN INVOICES | COLLECTED THIS YEAR | ||||
| 4 | $29,915 | $14,025 | 10 | $21,280 | ||||
| 5 | ||||||||
| 6 | ||||||||
| 7 | Invoice | Client | Issued | Terms | Due | Amount | Paid | Balance |
| 8 | FH-101 | Quillon Robotics | 6/4/2026 | 30 | 7/4/2026 | $4,800.00 | $4,800.00 | $0.00 |
| 9 | FH-102 | Marigold Dental Group | 6/12/2026 | 30 | 7/12/2026 | $1,250.00 | $1,250.00 | $0.00 |
| 10 | FH-103 | Sable Point Marina | 6/28/2026 | 45 | 8/12/2026 | $3,600.00 | $0.00 | $3,600.00 |
| 11 | FH-104 | Harbor Light Bakery | 7/8/2026 | 30 | 8/7/2026 | $2,150.00 | $2,150.00 | $0.00 |
| 12 | FH-105 | Tern and Finch Architects | 7/21/2026 | 30 | 8/20/2026 | $6,400.00 | $3,200.00 | $3,200.00 |
- invoices
- accounts receivable
- aging
- cash
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