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Invoice Tracker

4.33 (9 reviews)

Invoice Tracker Excel template is built for small business owners to keep track of their invoices. Template is fully printable and free to download.

Learn more about License Types

Buy Modifiable Version Buy Modifiable Version
PRODUCT DESCRIPTION

Every small business owner wants to track their invoices whether they are paid or not. Once there are problems with tracking the invoices, it gets less likely to profit from the service your business provides and keeping separate notes and records can be very confusing after some time. That’s why we have built this registry tool to help in this regard.

With this Invoice Tracker Template, you can keep the records, check the detailed information of the invoices. Besides that you will be able to compare month by month and also make a graphical comparison between months.

Invoice tracking records in a structured manner will help you to understand your outstanding payments and your performance of receiving payments.

Let’s see the details of the template:

Invoice Tracker Excel Template Features:

MAIN MENU:

The main menu will help you to go to the correct month easily and see the detailed information of each month. A simple click on the button will take you to the month you would like to see. The Total Invoice Amounts and the Paid Amounts of each month are graphically demonstrated in the main menu.

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Once you add new invoices in each month, the changes in the graphic in the main menu will be automatically renewed.

MONTHS (Jan, Feb, Mar, Apr…)

After inputting the details, this invoice tracking tool will calculate the total balance for each numerical column above the headers. Once they are all paid a green check button appears on the right side of the invoice table. Whether if there is a green button or not, all the buttons define themselves in the Invoice Status column.

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In a situation where you should print each or a single month’s page, the page is ready to print only the necessary area.

Invoice Tracker Excel Template Features Summary:

  • Excel Bill Tracker
  • Cool design
  • Print Ready
  • Daily records of dates, customers, amounts, taxes, discounts
  • Monthly average payment performance comparison
  • Compatible with Excel 2007 and later

If you want to prepare single invoice, check our: Invoice Template for Small Business Owners 

This excel template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.

USER REVIEWS

9 reviews for Invoice Tracker

  1. Jeffy

    I purchased this Invoice Tracker Template but I would like to make a small change to the template to meet my specific needs. Is it possible to make the following changes myself?
    1) Customer ID – change to # of Patient Billed
    2) Due Date – change to Payment Date
    3) Add a new column “Transaction #” between Total Paid and Outstanding Balance.

    Since these are small changes, I was hoping you would do it for me or assist me to make the change. Thanks

    • Someka

      Hi Jeffy,
      We would like to help you to make those changes. But, if there is a custom effort is necessary to do it, we will be happy to also inform you about it.

      1- The Customer ID is specific for each customer. By using this makes it easier to follow up all invoices of a certain customer via the filtering option. Besides that, the aim is to track the invoice of each customer instead of seeing the total number of customers in one row as you would like to see. So, we recommend leaving this column as it is.
      2 – There is not a problem to change the “Due Date” column to “Payment Date“. It is just put there for you to see until when the payment should be made.
      3 – You can also add a new column to the template but please be careful not to corrupt the functions. Furthermore, do not delete the cells which contain the formula inside.

      By following the steps we have shared with you, you might do the necessary changes yourself. If you can not figure out how to do it, please contact us again. Thus, we can direct you to our customization process.

      Hope that helps! Regards,

    • Jeffy

      Thanks a lot. For now, it seems that the additional changes I made by following your answer are quite worked for us. So, if I need more customization, I will contact your team again.

  2. Cherré

    The variety that Someka makes available to us are really astonishing thank you so much you have really been such great assistance for me, can’t wait for the rest of the journey

  3. Kevin Gaul

    file corrupted???

    • Someka

      Hello Kevin,

      May we kindly ask you specific features of the problem you ran into? In that way, we can pass along the issue to one of our developers that can help you and solve the problem as soon as possible.
      Please get in contact with us via contact@someka.net, we will help you immediately!

    • Kevin Gaul

      Mail has been sent! I noticed that I forgot to unzip the file. Now, I fixed it, but I still have some questions. Thanks!

  4. arbab nadeem

    amazing. life is so easy now. thank you someka.

  5. Md sumon

    I love it

  6. Briefing

    thank you someka

  7. NICK

    GREAT

  8. Reuben Miller

    Thanks for fine work but What is this password thing? is paid or is free and then can I get it and how?

    • Someka

      Hello Reuben, thank you for your feedback!
      We generally protect our templates to prevent any data-stealing or corruption. But all unprotected features will allow you to use the tool without needing password. In any case you need modification rights, you can get the modifiable version here: Get Modifiable Version

  9. Vimal

    Thank you someka, you made my work easy. The templates looks professional and I’m loving it.

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