I will customize an excel job and payment tracker
Excel Tracker Customization for Small Businesses
About this Gig
Keep your jobs, invoices, and outstanding payments organized in one Excel workbook.
I will customize my job and payment tracker template for your small business.
Your workbook includes:
Space for up to 200 jobs
Client details, job deadlines, and progress stages
Invoice amounts and cumulative payments received
Automatic outstanding balances and overdue flags
A dashboard with monthly invoiced totals
Clear instructions for everyday use
I will personalize the business name, colors, column labels, and job-stage dropdown choices.
You receive one editable Excel .xlsx file with Jobs and Dashboard tabs, delivered within 4 days, with one revision covering the agreed customization.
This package uses an existing template. Data entry, additional features, macros, bank connections, and automated reminders are not included. Payments are entered manually.
Please message me before ordering if you need changes beyond the listed features. Gallery images show fictional sample data.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Dashboard
•
Charts

