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I will create an excel invoice and payment tracker
Invoice trackers, data cleanup and small internal tools with Claude Code
I create Excel invoice and payment trackers and clean structured spreadsheet data. As a co-founder of two small companies, I handled invoices, supplier balances, payment schedules and daily cash recon...
About this Gig
Keep invoice amounts, payments and outstanding balances in one editable Excel workbook.
As a co-founder of two small companies, I handled invoices, supplier balances, payment schedules and daily cash reconciliation.
I will create a simple tracker based on agreed fields and calculations. Depending on the package, it includes an invoice register, due-date status, supplier summaries and a monthly overview.
You receive the editable Excel workbook with its formulas (repeated formulas down invoice rows are included) and brief usage instructions. Packages cover one currency and one agreed tracking workflow.
The tracker records amounts you provide; it does not issue invoices, calculate taxes, connect to banks or replace accounting software. Macros and QuickBooks or Xero integrations are not included.
Please confirm your Excel version before ordering. If you need payment-by-payment history, multiple currencies or a different workflow, message me for a separate scope.
I may use Claude Code while building the workbook. Gallery examples use fictional data and are not client work.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Functions
•
Data validation
FAQ
Does the workbook create invoices or provide accounting advice?
No. It tracks invoice and payment information you enter. It does not issue invoices or provide accounting or tax advice.
Can it track partial payments?
Yes. Each invoice has a cumulative paid-amount field and a remaining balance. A separate transaction-by-transaction payment history requires a custom scope.
Does it support multiple currencies or bank connections?
Packages cover one currency and manual data entry. Bank connections, exchange-rate calculations and accounting-software integrations are not included.
Can you import my existing invoices?
Premium includes up to 500 structured invoice rows with agreed columns. Data cleaning, scanned invoices and larger imports require a separate quote.
What does one revision include?
One round of adjustments within the agreed fields, calculations and layout. New workflows or features require a separate quote. Corrections needed to meet the agreed specification are part of completing the delivery.
What does the monthly overview show?
The monthly overview (Premium) groups each invoice's cumulative paid amount by its single recorded payment date. It is not a transaction-by-transaction cash-flow report.
