Best Value Complete Financial Planning Bundle →
✓ Financial Planning✓ Net Worth Tracker✓ Monthly Budgeting✓ Travel Budget Planner✓ Annual Budgeting Planner✓ Monthly Expense Tracker✓ Annual Tax Planner✓ Retirement Planning
$139 One purchase, no subscription
View Bundle →
by Segmio
View Bundles
Language
ENEnglishDEDeutschESEspañolFRFrançaisPTPortuguêsITItalianoARالعربيةNLNederlandsZH中文
Invoice Tracker ›

Instant digital delivery · Terms & Conditions apply

Essentials Template - Excel & Google Sheets

Essentials Invoice Tracker Spreadsheet Template for Google Sheets & Excel

A due date and the date it was actually paid on every one of thirty invoices, with the status coming from a validated dropdown - paid, pending or overdue. The Essentials Invoice Tracker spreadsheet template reports the outstanding balance apart from the overdue amount, puts total invoiced against total paid, and adds an average invoice value and a count. Two working sheets and a chart. Google Sheets and Excel in one file. No macros, no VBA.

See Ultimate Spreadsheet Template

Instant digital delivery · Terms & Conditions apply

View Ultimate Invoice Tracker Spreadsheet Template
$29
Essentials Invoice Tracker spreadsheet template - Google Sheets and Excel preview

What's Included

  • A due date and the date it was actually paid on every invoice
  • A validated status dropdown - paid, pending or overdue
  • The outstanding balance reported apart from the overdue amount
  • Total invoiced against total paid
  • Average invoice value and an invoice count
  • A notes column for the reason a payment is being chased
  • A chart showing the mix by status
  • A currency dropdown on the Dashboard that relabels money columns on both sheets
  • Works in Microsoft Excel and Google Sheets with no setup required
Ultimate Version Available

Need more from this template?

The Essentials Spreadsheet Template covers everyday tracking. The Ultimate Spreadsheet Template gives each part of the template its own sheet, with more capacity and deeper reporting on top.

Essentials - $19
  • A due date and the date it was actually paid on every invoice
  • A validated status dropdown - paid, pending or overdue
  • The outstanding balance reported apart from the overdue amount
  • Total invoiced against total paid
Ultimate - $29
  • A description, payment method and notes on every invoice
  • Days to pay worked out per invoice, not typed
  • An aging report splitting the outstanding balance into current, 31-60, 61-90 and 90+
  • A per-client summary with total invoiced, paid, outstanding and average days to pay
  • Voided invoices excluded from the invoiced total
See what's in the Ultimate version› One-time purchase. No subscription.

The FinancialAha Essentials Invoice Tracker Spreadsheet Template for Google Sheets and Excel is a two-sheet workbook, a row per invoice, with due dates and payment dates, with a How to Use guide on a third tab. It works as an Essentials Invoice Tracker Excel template and an Essentials Invoice Tracker Google Sheets template from the same download. This Essentials Invoice Tracker spreadsheet template reports what is outstanding, how much of it is already past due, and what an average invoice is worth. No macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Invoice Tracker spreadsheet template

The FinancialAha Essentials Invoice Tracker Spreadsheet Template runs on two working sheets - one you fill in, one that reports back - plus the guide. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Invoice Tracker spreadsheet holds.

  1. 01 of 02

    Invoice Tracker

    A row per invoice, each with a number, a client, an amount, the date it was sent and the date payment is expected, a status chosen from a dropdown, the date it was actually paid, and a note. The pairing that matters is due date against payment date - between them they turn a list of invoices into a record of who pays on time. The status is validated rather than typed, so the dashboard can count paid, pending and overdue reliably.

    FinancialAha Invoice Tracker spreadsheet template - Invoice Tracker sheet

  2. 02 of 02

    Dashboard

    Billing in six figures: what has been invoiced in total, what has been paid, what is still outstanding, how many invoices there are, how much of the outstanding balance is already past due, and what an average invoice is worth. The overdue figure separated out from the outstanding one is the useful split - a large outstanding balance made entirely of invoices not yet due is a different situation from a small one made entirely of late payments. A chart alongside shows the mix by status.

    FinancialAha Invoice Tracker Google Sheets template - Dashboard sheet

  3. Included guide

    How to Use

    A step-by-step guide on its own tab, covering what each column expects, what the three status options mean, and how the dashboard figures are built. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Invoice Tracker Spreadsheet template for Google Sheets

Upload the Essentials Invoice Tracker Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Invoice Tracker Google Sheets template needs no conversion step, the chart survives the trip intact, and the status dropdown becomes native Sheets validation. The currency dropdown on the Dashboard relabels the money columns on both sheets at once.

Essentials Invoice Tracker Google Sheets template setup

A shared copy of the Essentials Invoice Tracker Google Sheets template suits a freelancer and an accountant working the same ledger, where one raises invoices and the other reconciles payments. Sheets version history covers a status flipped by mistake, and the notes column takes the reason a payment is being chased.

Sharing the Essentials Invoice Tracker Google Sheet

The Essentials Invoice Tracker Google Sheet is built for a short weekly pass: add anything new that has gone out, mark what has landed with its payment date, and read the overdue figure off the dashboard. Because the status is a validated dropdown, the counts stay reliable however quickly entries are made.

Also available as:

Essentials Invoice Tracker Spreadsheet template for Excel

The Essentials Invoice Tracker spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Invoice Tracker Excel template directly, with no import step and no compatibility prompt, and the chart is a native Excel chart that redraws as invoices settle. There are no macros and no VBA in the file, so it opens without a security warning.

Essentials Invoice Tracker Excel template setup

The same Essentials Invoice Tracker Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Invoice Tracker spreadsheet download to choose between.

Essentials Invoice Tracker spreadsheet Excel notes

The Essentials Invoice Tracker spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt. The same Essentials Invoice Tracker spreadsheet Excel download also opens in Excel for the web, which matters when an invoice needs logging away from a desk.

Opening the Essentials Invoice Tracker spreadsheet Excel file

Nothing in the Essentials Invoice Tracker Excel template is version-specific, so this Essentials Invoice Tracker spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds.

Also available as:

Spreadsheet template highlights

What the Essentials Invoice Tracker spreadsheet template tracks

A row per invoice. This is what the Essentials Invoice Tracker Spreadsheet Template holds against each one:

Invoice #
your own reference for it
Client
who it went to
Amount
what the invoice is for
Date Sent
the day it was issued
Due Date
the day payment is expected
Status
paid, pending or overdue, from a dropdown
Payment Date
when it actually landed
Notes
the reason it is being chased, or anything else worth recording

Compare builds

FinancialAha Invoice Tracker spreadsheet template: Free, Essentials, and Ultimate compared

Feature Free View Spreadsheet Template Essentials This page Ultimate View Spreadsheet Template
Working sheets 1 2 6
Invoices held 16 30 100
Due date – Yes Yes
Payment date – Yes Yes
Days to pay – – Per invoice, and averaged
Outstanding balance – Yes Yes
Aging by bracket – – 0-30, 31-60, 61-90, 90+
Per-client totals – – Yes, with average days to pay
Invoiced against received – – By month, with a collection rate
Charts – 1 1

The FinancialAha Essentials Invoice Tracker Spreadsheet Template covers two working sheets. Against the Free Invoice Tracker Spreadsheet Template, which holds sixteen and has neither a due date nor a payment date, this build adds both - which is what lets it separate the outstanding balance from the part of it that is genuinely late, and report an average invoice value alongside. The Ultimate Invoice Tracker Spreadsheet Template goes further: how many days each invoice actually took to pay, an aging report splitting the outstanding balance into the usual brackets, a per-client summary with each client's average days to pay, and what was invoiced against what was received month by month.

Compare the other builds: Free Invoice Tracker spreadsheet template or the Ultimate Invoice Tracker spreadsheet template .

Good to know

Notes on working in the Essentials Invoice Tracker spreadsheet template

  • Due date and payment date together are what turn a list of invoices into a record of who pays on time.
  • The overdue figure is separated from the outstanding one, because a balance that is not yet due is a different situation from one that is late.
  • The status is a validated dropdown rather than free text, which is what keeps the dashboard counts reliable.
  • This build does not work out how long anyone took to pay. Days to pay, per invoice and averaged per client, is what the Ultimate build adds.
  • The currency dropdown sits on the Dashboard and relabels money columns across the whole Essentials Invoice Tracker spreadsheet. It changes the label only and does not convert the numbers.

How to Use the Essentials Invoice Tracker Spreadsheet Template

1

Log the invoice

Enter the number, the client, the amount and the date you sent it.

2

Set the due date

The day payment is expected. This is what makes overdue mean something.

3

Pick a status

Choose paid, pending or overdue from the dropdown rather than typing it.

4

Record the payment

When money lands, switch the status and enter the payment date.

Stress-tested with AI.

Every template starts with deep research into how people actually track the topic. We design the layout, build the formulas, and polish the design until it feels like something we would use ourselves. Along the way, we use AI to stress-test the calculations: unusual inputs, edge cases, and formula behavior, checked until the numbers hold.

See Ultimate Spreadsheet Template

Instant digital delivery · Terms & Conditions apply

Frequently Asked Questions

Is the FinancialAha Essentials Invoice Tracker Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The Essentials Invoice Tracker Google Sheets template needs no conversion step, the chart survives intact, and the status dropdown becomes native Sheets validation.

Is the FinancialAha Essentials Invoice Tracker Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Invoice Tracker Excel template opens directly in Excel with no import step. The chart is a native Excel chart, and there are no macros or VBA.

Will the FinancialAha Essentials Invoice Tracker spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Invoice Tracker spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

What does the Essentials Invoice Tracker spreadsheet add over the free build?

Due dates and payment dates, which is what lets it tell outstanding from late. It also validates the status, and reports the overdue amount and average invoice value on a dashboard.

Why does the Essentials Invoice Tracker spreadsheet separate overdue from outstanding?

Because they are different situations. A large outstanding balance made entirely of invoices not yet due is fine; a small one made entirely of late payments is not.

Why is the status a dropdown in the Essentials Invoice Tracker spreadsheet?

So the dashboard counts are reliable. Free-text statuses drift, and every figure built on them drifts too.

Does the Essentials Invoice Tracker spreadsheet tell me how long clients take to pay?

Not in this build - it records the payment date but does not work out the interval. Days to pay per invoice, and averaged per client, is on the Ultimate build.

How many invoices does the Essentials Invoice Tracker spreadsheet hold?

Thirty. The Free build takes twelve, and the Ultimate build takes a hundred with an aging report and a per-client summary.

How do I open the Essentials Invoice Tracker spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

More Essentials Invoicing & Billing Templates

Simple Invoice

A discount field, subtracted before the tax is worked out, with the taxable amount shown as a line of its own. The Essentials Simple Invoice spreadsheet template takes ten itemised lines that stay blank until both quantity and rate are entered, derives the tax from a rate you set, and leaves blocks for how to pay and what the terms are. One working sheet and a How to Use tab. Google Sheets and Excel in one file. No macros, no VBA.

$19

Service Invoice

Hours rather than quantities: ten lines carrying a description, the hours and a rate that can differ line to line, with the hours totalled beneath them. Part hours show as part hours instead of being rounded on screen, and an amount stays blank until both hours and rate are in. The Essentials Service Invoice spreadsheet template also carries blocks for how to pay and what the terms are. Two tabs, Google Sheets or Excel. No macros, no VBA.

$19

Sales Invoice

An SKU sits ahead of the description on all twelve line items, and an amount stays blank until both a quantity and a unit price are entered. The Essentials Sales Invoice spreadsheet template records the customer by name, company, address and email, carries an invoice number, invoice date, due date and payment terms, and derives the tax from a rate you set. Shipping has a field of its own. Google Sheets or Excel. No macros, no VBA.

$19

Consultant Invoice

Service lines carry a description, hours and a rate, with the amount staying blank until both are entered and part hours shown as part hours rather than rounded away on screen. The Essentials Consultant Invoice spreadsheet template totals the hours billed beneath those lines and keeps reimbursable expenses in a section of their own, subtotalled apart. Google Sheets and Excel, one file. No macros, no VBA.

$19
Essentials
Preview
See Small Business Ultimate Pack 10 templates included • Save $141

Instant digital delivery · Terms & Conditions apply

Highlights:

Dashboard with charts and KPIs
Pre-filled categories and sample data
No sign-up, no subscription
Lifetime free updates
Works in
Excel Google Sheets

Looking for premium spreadsheet templates?

Our paid templates include advanced multi-sheet dashboards, native Excel charts, and ongoing updates.

View Premium Templates Browse All Essentials Templates

Private & secure

Your financial data stays on your device. We never see it.

Learn more →

Need help?

Check our guides or reach out with questions.

View FAQ →