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$
USD
I will customize an excel invoice tracker and overdue payment dashboard
Business Systems Analyst, Excel and Power BI
I am a business systems analyst who turns repetitive administrative work into clear, practical tools. My experience includes reporting, Power BI, Microsoft 365, SharePoint, and process automation. I c...
About this Gig
Know which invoices are unpaid and which customers need a follow-up.
I will customize a practical Excel invoice tracker for your small business. See outstanding balances, overdue amounts, aging groups, and a filterable follow-up list. Record full or partial payments and last-contact dates to keep your next actions current.
You receive an editable XLSX workbook and plain-language instructions. The portfolio example uses fictional data. Each package covers one business, one currency, and up to 200 invoice rows. Set the review date manually.
Basic: customize the existing tracker; no data import. Standard: Basic plus import one clean Excel or CSV file. Premium: Standard plus one agreed extra chart and one simple follow-up rule.
Please message me with an anonymized sample and your desktop Excel version before ordering an import or custom feature. One revision covers the agreed scope. New features require a separate quote.
No macros, automatic emails, integrations, Google Sheets conversion, bookkeeping, or ongoing maintenance are included.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Dashboard
•
Charts
•
Data validation
FAQ
Does the workbook send reminders or connect to accounting software?
No. This is an Excel workbook for manual invoice tracking and follow-up planning. It does not send emails, connect to banks or accounting systems, or replace bookkeeping software. Set the review date and record payments manually.
What should I provide, and what does one revision cover?
Provide your Excel version, business name, currency, and follow-up interval. Message me first with an anonymized sample for imports or custom rules. One revision covers agreed labels, formatting, or rules; new features need a separate quote. Never send passwords or card details.
