Invoice Tracker and Quote Templates for Excel and Google Sheets – Payments and Overdue Balances

Track quotes, invoices, payments and overdue balances in one Excel or Google Sheets workbook. Print matching invoices and quotes, record partial payments and use the dashboard to review receivables.

WHAT'S INCLUDED
• Sample edition (.xlsx): the full 11-tab workbook filled with a fictional business, so you can see every feature working
• Blank edition (.xlsx): the same workbook ready for your business, with formulas, drop-downs and settings kept
• Start Here PDF guide with one-click Google Sheets copy links for both editions, plus Excel steps

11 TABS
• Start Here: quick start, color key and tips
• Dashboard: invoiced and collected this year, outstanding, overdue, average days to get paid, quote win rate, open quotes, follow-ups due, receivables aging, top 5 clients and an invoiced vs. collected chart by month
• Invoices: up to 300 invoices; totals, tax, due dates, balance, status (Open, Partial, Paid, Overdue), days overdue and aging fill in automatically
• Payments: up to 500 payments, including deposits and partial payments
• Quotes: up to 300 quotes with Draft, Sent, Accepted and Declined; sent quotes turn Expired after their valid-until date, with follow-up dates
• Line Items: pick an item from your price list and the description and rate fill in
• Invoice (Print) and Quote (Print): choose a number and a print-ready document fills itself in. Print or save as PDF
• Clients: up to 100 clients with contact details, payment terms, totals and average days to pay
• Email Templates: 7 ready-to-edit email texts you copy into your own email (send a quote, follow up, send an invoice, friendly reminder, past due, second notice, thank you). Nothing is sent automatically
• Settings: business details, payment terms, sales tax rate, number prefixes, payment methods and a 50-item price list

FROM QUOTE TO INVOICE
When a quote is accepted, add an invoice number, note the quote number, and copy the quote's line items to the new invoice number (the guide shows how). Totals, tax, due date and status then fill in automatically.

COMPATIBILITY
✔ Google Sheets (free Google account; use the Make a copy links in the guide)
✔ Excel 2016 or newer, Windows or Mac
✘ Not designed for Numbers or LibreOffice
A computer is recommended for setup.

DIGITAL DOWNLOAD
This is a digital product. No physical item will be shipped. You'll receive a download link after purchase.

LICENSE
For use in your own business. Please don't resell, share or redistribute the template.

PLEASE NOTE
• The business, clients and amounts in the Sample edition are fictional.
• This is a record-keeping tool, not accounting, legal or tax advice. Sales tax rules vary by location.

PAIRS WELL WITH
• Small Business Spreadsheet Bundle (bookkeeping, invoices and projects)
• Side Hustle Bookkeeping Spreadsheet

Questions? Contact us through the shop and we'll help.

Designed by The Tidy Blueprint with the help of AI tools.