Invoice Generator & Tracker Spreadsheet Template for Excel & Google Sheets
Generate a clean, printable invoice, log every invoice in one register, and see what you have billed, collected, and what is still outstanding or overdue. One spreadsheet, dual compatible with Microsoft Excel and Google Sheets.
One-time purchase
Invoice Generator & Tracker
Everything in This Invoice Spreadsheet
Your Receivables at a Glance
Open the dashboard and see where you stand. Total invoiced, collected, outstanding, and overdue, plus open invoices, collection rate, and average invoice value - with an overdue alert and charts for aging buckets and invoice amount by status.
- 7 KPI cards covering invoiced, collected, and outstanding
- Overdue alert banner for amounts past due
- Aging-bucket and invoice-by-status column charts
Every Invoice in One Register
One row per invoice: number, client, issue date, due date, amount, and amount paid. Balance, days overdue, and the invoice status calculate automatically, so the register stays current with every entry you make.
- Number, client, issue date, due date, amount, paid
- Auto-calculated balance and days overdue
- Automatic Draft / Sent / Partial / Overdue / Paid status
A Printable Invoice, Ready to Send
A single fillable invoice sheet with bill-to details and line items - description, quantity, unit price, and line total. Subtotal, tax, and total calculate automatically. Print it or save it as a PDF and send it as is.
- Bill-to details and itemized line items
- Auto-calculated subtotal, tax, and total
- Print or save as PDF, no extra tools
Keep Client Details in One Place
A simple directory of who you bill - name, contact, email, and payment terms in net days. Reference it when raising an invoice so terms and contact details stay consistent across every client.
- Name, contact, and email per client
- Payment terms stored as net days
- Consistent details across all invoices
See What Is Owed and How Late
Accounts-receivable aging by client, with each outstanding balance sorted into Current, 1-30, 31-60, 61-90, and 90+ day buckets. Spot which clients are slow to pay and how much is sitting in each aging band.
- Outstanding balance by client
- Current, 1-30, 31-60, 61-90, 90+ buckets
- Measured against your as-of date
Always Know Where Each Invoice Stands
Status updates itself from the amounts and dates you enter. An invoice with no send activity stays Draft, a sent unpaid invoice is Sent, a part-payment is Partial, and anything past its due date with a balance is flagged Overdue until it is Paid.
- Draft, Sent, Partial, Overdue, Paid
- Derived from amount, paid, and due date
- Overdue invoices feed the dashboard alert
Configure It for Your Business
Set your business info, currency, default tax percentage, default payment terms, and invoice prefix. Set the As-of date once - overdue days and aging buckets are all measured against it, so results are deterministic with no volatile date functions.
- Business info, currency, invoice prefix
- Default tax percentage and payment terms
- As-of date drives overdue and aging
Up and Running in 15 Minutes
Set your business details on Settings, add your clients, then log invoices as you raise them. The dashboard, aging, and status flags keep themselves current - update paid amounts and the as-of date as you go.
- Configure Settings, then add clients
- Log invoices as you raise them
- Update payments and as-of date over time
Customizable & Flexible
Adapt the template to how you bill. Add invoice rows, rename line items, adjust the default tax and terms - the formulas update automatically. Works identically in Excel and Google Sheets.
- Add invoices and clients
- Adjust default tax and terms
- Excel and Google Sheets compatible
Ready to take control of your finances?
Set Up in 15 Minutes
How the Invoice Template Works
Open in Excel or Google Sheets
Get instant access after purchase. Open in Microsoft Excel directly, or import into Google Sheets - no software to install, no add-ons.
Configure Your Business
Set your business info, currency, default tax, payment terms, and invoice prefix on the Settings sheet, then add your clients. Takes about 15 minutes.
Create and Log Invoices
Fill in the printable invoice for what you send, and add a row to the register for each invoice. Balances, status, and the dashboard update automatically.
Track Payments and Overdue
Enter amounts paid and update the as-of date. Outstanding, overdue, collection rate, and aging buckets recalculate in real time.
Customer Reviews
Used by Small Businesses Worldwide
"If I get half as good at handling my finances as you are at customer service, this'll be the best $26 I've spent lately."
"Great tool! Simplifies financial planning without the hassle of complex spreadsheets."
"I recently purchased your super convenient spreadsheet, it really helps me!"
"They're great and super intuitive. Thank you!"
Built for Results
Why This Invoice Template Works
Invoice and Track in One Place
Generate a printable invoice and log every invoice in one register - outstanding, overdue, and collection totals update automatically.
No Formulas to Write
Enter numbers in highlighted input cells. Balances, status flags, charts, and KPIs are pre-built and update automatically.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
All future improvements to the invoice template included at no extra cost.
Your Financial Data Stays Private
Runs entirely in your spreadsheet. We never see or store your invoice or client data.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and all future updates.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.
Do I need to sign up to use this template?
You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time purchase for lifetime access.
Can I get future updates?
Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.
Do you offer any discounts?
At this time, we do not offer any discounts on this template. However, the template is available for a one-time purchase, which provides lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.
Do you offer refunds?
All sales are final. Because these are digital products delivered instantly, we do not offer refunds.
Can't find the answer you're looking for? Contact our team
Highlights:
Take Control of Your Invoicing
Get the Invoice Generator & Tracker template and start sending invoices and tracking what is outstanding and overdue in Excel or Google Sheets.