Invoice Template and Tracker

Invoice template spreadsheet with a built-in tracker: pick an invoice number and a clean, print-ready invoice fills itself in, while every invoice sits in one log that shows what is paid, what is due and what is overdue.

WHAT IT DOES

• Printable invoice for any invoice number: your business details, the client's details, up to 15 lines, tax per line, subtotal, tax, total, amount paid and balance due, plus your payment instructions and a note. Print it or save it as a PDF
• Clients list: enter each client once and pick them from a drop-down
• Invoices log: date, client and payment terms in; due date, totals, balance, status (paid, due or overdue) and days overdue out. Part payments work
• Line items list: invoice number from a drop-down, description, quantity and unit price. Mark a line not taxable with one word
• Dashboard: invoiced and paid this year, outstanding and overdue amounts, how many invoices are paid, due or overdue, and a chart by month
• One tax rate with your own tax name (GST, VAT, sales tax). Any currency. Room for 100 clients, 500 invoices and 3,000 lines

WHAT YOU GET

• Invoice-Template-and-Tracker.xlsx (blank, ready for your business)
• Invoice-Template-and-Tracker-with-Sample-Data.xlsx (a filled-in example: a made-up studio, 6 clients, 17 invoices)
• Quick-start guide (PDF)

HOW YOU GET IT

Digital download. After checkout you get a download page right away, plus a receipt by email. Nothing is shipped.

COMPATIBILITY

• Microsoft Excel 2016 or newer (Windows or Mac) and Excel for the web
• Google Sheets: upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets
• Needs a computer or tablet with a spreadsheet app. This is not an app and it does not connect to your bank or accounting software

GOOD FOR

Freelancers and small service businesses who send a handful of invoices a month and want to see at a glance who still owes them money.

PLEASE NOTE

A record-keeping and invoicing tool, not tax, accounting or legal advice. Check that your invoices meet the rules where you do business. For use in your own business; please don't resell or share the files.

DISCLAIMER

This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor or lawyer). Check the results before you rely on them.

HOW IT WAS MADE

Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.

QUESTIONS

Email varsdigitals@gmail.com and we'll help you get set up.