Invoices, receipts and balances in one place
Invoice & Payment Tracker
A working XLSX invoice register and payment log with twenty invoice rows, forty payment rows, automatic due dates, SUMIF payment links, statuses, days overdue and a summary dashboard.
- Designed for
- Sole traders and small construction or property-service teams
- Practical outcome
- Keep a clearer manual record of what has been invoiced, received and left outstanding.
Genuine workbook preview
See the formulas and workflow inside
A real formula excerpt from Invoices worksheet — payment logic. The complete paid workbook is not publicly exposed.
Due date = invoice date + your payment terms VAT = net × your configured rate (otherwise blank) Gross invoice = net + VAT Paid = SUMIF(payment invoice numbers, this invoice, payment amounts) Balance = MAX(0, gross invoice − recorded payments) Status = VAT not set / Paid / Part paid / Overdue / Sent Includes fictional part-payment examples and editable reminder emails.
Compatibility
- Genuine XLSX workbook plus editable supporting files in one ZIP
- Created for Microsoft Excel and recalculation-tested with LibreOffice
- Google Sheets can import XLSX; validation, printing and layout may differ
Before you use it
- Replace all fictional examples and business placeholders before real use
- VAT is deliberately unset; choose the applicable rate and confirm your own tax treatment
- General organisational templates, not accounting, tax, contractual or construction advice
- Reconcile with bank and accounting records; this is not accounting software
Included files
4 resources, each with a job to do
The following files are prepared for the product. Paid archives stay private and unlock only through a verified order.
Complete product files
START-HERE.md
Workbook setup, controls, formula guidance and limitations.
Product file 1
invoice-payment-tracker.xlsx
Invoice register, configurable VAT, linked receipts, balances, status and overdue tracking.
Product file 2
invoice-and-payment-email-templates.md
Editable invoice, reminder, balance-query and receipt emails.
Product file 3
payment-control-checklist.md
Practical checks before invoicing, receiving and following up payments.
Product file 4
Free XLSX sample · available now
Try a working mini-estimate
Download a genuine XLSX mini-estimate with three editable cost lines, markup and configurable VAT, plus a quote-preparation checklist and instructions. No email, account or payment details required.
Free sample only. Paid workbooks and archives are not publicly downloadable.
Try the free files first
The sample is a real download available now. It does not start an order, create an account or add you to a marketing list.