Invoice & Receivables Tracker

What's inside

• Start Here

  Quick guide; your business details (they print on every invoice), currency, default payment terms, "due soon" window, tax rate and name, your payment methods

• Dashboard

  Outstanding, overdue, due in the next 7 days, collected this month; average days to get paid, % paid on time; open balance by age; "Follow up today" list; top clients by balance; invoices by status; invoiced vs collected (6 months); latest payments; collected by method; data checks

• Clients

  Up to 50 clients with contact details and optional payment terms; billed, paid, balance, overdue, average days to pay and a payment-habit rating (On time / Sometimes late / Slow payer)

• Invoices

  300 rows: number, client, dates, amount, tax; due date, balance, status, days late and the next step fill in for you

• Invoice Lines

  Optional itemized lines (qty × unit price) for any invoice

• Payments

  1,000 rows for full and partial payments; typos in the invoice # are flagged

• Invoice

  A printable, itemized invoice for any invoice # (with tax, payments received and balance due) plus a ready-to-copy payment reminder email

• AR Aging

  Unpaid balances by client: not due yet / 1–30 / 31–60 / 61–90 / over 90 days late

Why you'll like it

• See who owes you at a glance: outstanding, overdue, due this week, collected this month
• "Follow up today" tells you exactly who to chase and how: heads-up → reminder → second reminder → final notice
• A ready-to-send reminder email for any invoice, written for you
• Partial payments handled — balances update everywhere
• Print or save as PDF a clean, itemized invoice with your business details, tax and payment instructions
• AR aging by client plus payment-habit ratings, so you know your slow payers
• Built-in data checks catch typos: payments to an unknown invoice #, duplicate numbers or client names, missing dates
• Any currency, any tax (sales tax, VAT, GST)
• Built by a data analyst — every number is a formula you can trace; no subscription, your data stays in your own file

How you get it

1. 1

   Download on Etsy

   Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

   How to download
2. 2

   Make a copy

   Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

   How to make your copy
3. 3

   Start

   Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

   Clearing the sample data

You receive:

• START-HERE.pdf — Google Sheets link + quick guide
• invoice-receivables-excel.zip — Excel version

Good to know

• Also in the Small Business Finance Starter bundle with Cash Flow Forecast & P&L, Small Business Bookkeeping and Pricing Calculator: all four for less than the price of three.
• Need stock tracking too? The Small Business Finance Complete bundle adds the Inventory & COGS Tracker to all four.
• Best used on a computer; you can view it in the Google Sheets app on your phone.
• Reminder emails are text you copy into your own email — the file doesn't send anything.
• Printing the invoice from Google Sheets: select the invoice page and print "Selected cells" (step-by-step note on the Invoice tab).
• This is a tracking tool, not accounting or tax advice.
• For use in one business. Please do not resell or share the files.

Designed by me with the help of AI tools.