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.
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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
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.
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
Any updates we release 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 to any updates we release.
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 to any updates we release.
Do I need to sign up to use this template?
You don't need to create an account with us. The template is delivered as an Excel file: open it directly in Microsoft Excel, or import it into Google Sheets from your own Google account if you prefer working there.
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, Free access to any updates we release, One-time purchase for lifetime access.
Can I get future updates?
Yes. Whenever we release an update to this template, you get it at no additional cost - lifetime access covers every version we publish. We do not commit to a fixed update schedule; improvements ship when they are ready.
Do you offer any discounts?
There are no discount codes for individual templates, but many templates are also part of a bundle that costs less than buying the same templates separately. Either way it is a one-time purchase with 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 a file you keep yourself, on your computer or in your own Google Drive, so your financial information never reaches us.
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?
Because these digital products are delivered instantly, purchases are generally final once you consent to immediate delivery at checkout. If the file we delivered has a genuine error, such as a formula that miscalculates or a feature its page describes but the file lacks, tell us what does not match: we will fix or replace it, or refund you if we cannot. Reporting within 30 days speeds resolution but never limits your statutory consumer rights; the full policy is in our Terms & Conditions.
Can't find the answer you're looking for? Contact our team
Instant digital delivery · Terms & Conditions apply
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.