I will create an excel invoice and payment tracker for freelancers
Wedding Invitations, Social Graphics and Excel Templates
About this Gig
Keep track of what clients owe without digging through old messages. I will customise an Excel workbook for recording invoices and payments, including partial payments, outstanding balances and overdue status.
WHAT YOU GET
- One editable XLSX workbook with invoice and payment entry sheets
- Formula-based totals and balances for matching invoice IDs
- A clear overview and a short PDF or text guide
- One revision round for changes within the agreed scope
HOW IT WORKS
Send your preferred currency, the invoice fields you need and any sample data you are comfortable sharing. Please use fictional or anonymised examples. I will adapt the workbook and check it against agreed examples before delivery.
PLEASE NOTE
The workbook requires an XLSX-compatible spreadsheet editor. It uses one currency per file and needs unique invoice IDs. This is a manual tracking tool, not accounting or tax advice. It does not generate invoices, connect to your bank, send reminders or include macros. Ask me before ordering if you need features outside this scope.
Platform:
Excel
Development technology:
Python
Expertise:
Formatting
•
Formulas
•
Functions
•
Data validation
FAQ
Will the tracker handle partial payments?
Yes. You enter each invoice with a unique ID, then record payments against that ID. The workbook totals the payments and calculates the remaining balance. It uses one currency per file; it does not convert exchange rates.
Which software do I need?
The delivery is an XLSX file for Microsoft Excel. Please tell me your Excel version and device before ordering. If you use Google Sheets, LibreOffice or a mobile app, message me first so we can confirm the required features and compatibility before you buy.
Does it connect to my bank or send invoices?
No. This is a manual invoice and payment tracker with formulas. Bank connections, invoice generation, automatic reminders, macros and tax advice are not included. Please share only fictional or anonymised sample data when explaining what you need.
