skip to Main Content

Invoice Tracker Excel Template

4.61 (18 reviews)

Invoice Tracker is a record-keeping Excel Template for business owners to track invoices and payments. Fully print-ready and easy to use.

Learn more about License Types


Someka refunds icon

30-Days
Return

Someka one time payment icon

One-Time
Payment

Someka direct download icon

Instant
Download

TEMPLATE DESCRIPTION

Every business owner wants to keep good track of outstanding and paid invoices. 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 Excel 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 in receiving payments.

Let’s see the details of the template:

Invoice Tracker Excel Template

Main Menu

The main menu of the payment record keeping tool 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. In addition, here you may also define your desired currency that will be used throughout the template.

Invoice-Tracker-Excel-Template-Someka-S01-u

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

Months

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 there is a green button or not, all the buttons define themselves in the Invoice Status column.

Invoice-Tracker-Excel-Template-Someka-S02-u

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

Note: If you want this template in Google Sheets, you can download our Invoice Tracker Google Sheets Template.

Invoice Tracker Excel Template Features Summary:

  • Invoice record keeping template in Excel form
  • Dynamic currency option
  • Print-Ready
  • Daily records of dates, customers, amounts, taxes, discounts
  • Monthly average payment performance comparison
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Invoice Tracker is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

18 reviews for Invoice Tracker Excel Template

  1. Douglas Head

    Great template but I am not sure that Discount Column not working how you can fix it

    • Someka

      Hi Douglas,

      The Invoice Tracker template is designed to calculate the payment ratio according to “Invoice Total” and “Total Paid”.
      The “Sales Tax” and “Discount” are not deducted from the invoice total. They are only used to calculate Totals Discount Amount on the yellow box above.
      Please see the image below:

      Invoice-Tracker-Excel-Template_review

  2. Francis Everly

    product is very good but i can not change chart type why?

    • Someka

      Hi Francis,

      Changing chart type is possible, after unlocking the premium version of the product with the password we sent.
      Just select the chart -> Go to Design Tab-> Click Change Chart Type.
      You will see all available charts for the data we’ve visualized and change the chart design as you see fit!
      Please see the image below.

      invoice-tracker_change-chart-type

      If you need help with customization or have technical questions such as how to customize the template please feel free to get in touch with us at contact@someka.net

    • Francis Everly

      I got it.
      Is my license for 1 year? next year I need to purchase again ?

    • Someka

      Hi Francis,

      All our prices for premium versions are processed as one-time payment.
      No subscription. No recurring payments.
      You can visit this page to learn more: Is this price for one-time payment?

  3. Cathleen

    We can easily track outstanding balances with using this your excel. It improved our account receivable process. Thank you very much. It is very very helpful for us!!

  4. Mairead

    Good morning,

    I just purchased the invoice tracker and that’s great for me.

    I was looking at the invoice generator and there really isn’t one to suit what I do. Thanks for this template

    • Someka

      Hi Mairead,

      Thanks a lot for your valuable feedback! We are happy to hear that you like our template.

  5. kenneth

    good

  6. Mr.Taufiq

    Good morning. Have a nice day. Can you tell me details, if I will want to buy the Invoice Tracker template- Single user (modifiable version) in my whole life time, what is the buying process from your side ?
    1. I want to modified this invoice tracker template based on my job. Is it possible to modified ?
    2. what type of Payment method related cards are acceptable? I don’t use the paypal. Is it possible to transaction with International Credit card?

    • Someka

      Hi Taufiq,

      Thanks a lot for your interest!

      When you purchase the template once, you can use it for a lifetime. No subscription. No recurring payment. Please have a look at this page to learn payment details.

      Q1: Once you unlock the template, you can modify the template by yourself according to your needs. If you want us to do it, you can have a look at our customization process.
      Q2: Please visit this page to see all of our accepted payment methods.

      Hope that helps!
      Best wishes,

  7. 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.

  8. Prema Churaman

    I came across your tracker and download the Invoice_Tracker_Template_V16F. Can you print reports from this…example January outstanding amounts?

    • Someka

      Hi Prema,
      We are happy that you prefer our template and download it!
      Yes! Our Invoice Tracker template is completely printable. You can print each month separately according to your needs.

  9. Nastalia Moses

    Hi there,

    I have downloaded the “Invoice Tracker Template” excel and i must say, i am impressed with the template.

    I would like to inquire about getting some help with having the same layout with several amendments to the “Invoice Tracker Template” excel.

    In my line of work, I need to keep track of all our Purchase Order Numbers with their various Invoices in various shipments. For example of an amendment: could the various months on the “menu” be changed to my various shipments numbers? And so forth.

    • Someka

      Hi Nastalia,

      First of all, thanks a lot for the kind words!

      We have noted your thoughts and feedback that we should consider for future updates or templates.

      If needed you can make these adjustments on the modifiable version. However, we recommend that you only make minor modifications if you are not professionally familiar with using Excel. Otherwise, it may affect the overall structure and the template working.

      Besides that, we also have Purchase Order Generator & Tracker template if you need something like this.

      Moreover, we also have a customization process in case you want to combine both templates into one comprehensive spreadsheet.

      But, thanks again for sharing your needs with us. These will help you develop our templates and create new ones that meet the needs of our customers.

      Best regards,

    • Nastalia Moses

      Hi there,

      Thank you so much for getting back to me. Yes I have checked out that Template and it is amazing. i actually bought it. I am working on it now and see what i need to modify. Again, thank you so much
      I hope i can find more for other tasks and issues that come my way.
      Great work Someka.

    • Someka

      Thanks a lot Nastalia! Appreciated!

  10. Gilbert C

    I own a very small business and would like to know if your Quote and Invoice Generator Templates can be used in Spanish; Is there one price for the duo pack? What is the additional cost to enable costuming these kits? One more, will the data from these work with your ERP if it’s purchased later?

    • Someka

      Hi Gilbert,

      Thanks a lot for your interest!

      Unfortunately, there is only an English language version available for our templates. But, you can change the language of the template manually. Our development team can integrate two different templates with the customization process.

      On the other hand, you can apply our customization process to get help to change the language.

      If you have further questions please do not hesitate to ask.

      Kindly regards,

  11. 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

  12. 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!

  13. arbab nadeem

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

  14. Md sumon

    I love it

  15. Briefing

    thank you someka

  16. NICK

    GREAT

  17. 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

  18. Vimal

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

Leave a customer review

Only verified users who have downloaded and used the template may leave a review.

RELATED TEMPLATES