[English] Freelance Invoice & Payment Tracker | Any currency, VAT/GST ready, overdue alerts | Excel template
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A simple Excel workbook for freelancers who want to send professional invoices and always know who still owes them money. [What's inside] - Settings: enter your name, address, currency symbol, tax rate (VAT / GST / sales tax, or 0), payment terms and bank details once. - Invoice: fill in the client and line items. Subtotal, tax, total and due date are calculated automatically. Print or save as PDF. - Payment tracker: one row per invoice. Status (Paid / Part paid / Unpaid / Overdue) updates automatically, and overdue invoices turn red. - Summary: invoiced vs received for each month of the year, total outstanding, and number of overdue invoices. [Who it's for] Designers, writers, developers, translators and other freelancers or small studios in any country. [Requirements] Microsoft Excel (tested in Microsoft 365). [Please note] - Tax rules differ by country. Check with your local tax authority or an accountant. - Created with the help of AI and tested in Excel.
