Freelance Invoice & Payment Tracker: Unpaid Invoices, Aging Report & Client Income (Excel + Google Sheets)

The Freelance Invoice & Payment Tracker is a spreadsheet template for Microsoft Excel and Google Sheets that logs every invoice you send, flags what's due soon or overdue and shows what you've actually collected each month. It's for freelancers, consultants, designers, writers, photographers and other solo service businesses who invoice clients and want to stop losing track of who has paid.

WHAT'S INCLUDED

• Freelance-Invoice-Payment-Tracker_BLANK.xlsx: ready for your numbers
• Freelance-Invoice-Payment-Tracker_EXAMPLE.xlsx: a sample freelance business with 10 clients and 57 invoices so you can see how it works
• Download guide (PDF) with step-by-step Excel and Google Sheets setup

7 TABS

Start Here (built-in quick-start notes) · Setup · Clients · Invoices · Aging · Monthly Income · Dashboard

Room for 40 clients, 300 invoices and 12 services per file. Dropdown menus, locked formula cells (no password) and frozen headers.

KEY FEATURES

• Status fills in for you: Paid, Open, Due soon, Partial or Overdue, from your payment terms and the date paid
• Per-client terms: set a default (like Net 30) and override it for any client (like Net 15)
• Partial payments: enter what's been received so far and the balance updates
• Aging report: every client's unpaid balance split into not yet due, 1-30, 31-60, 61-90 and 90+ days late
• Client totals: invoiced, paid, outstanding, overdue and average days to pay for each client
• Monthly income: invoiced vs collected (by the date you were paid) against your monthly income goal
• Dashboard: invoiced, collected, outstanding, overdue, average days to pay, collection rate and 4 charts

HOW IT WORKS

1. Buy and download instantly: your download page opens right after checkout, and the link is also emailed to you.
2. On a computer, open the BLANK file in Microsoft Excel, or upload it to Google Drive and open it with Google Sheets (the PDF guide shows both).
3. Start on the Start Here tab and type your numbers into the blue cells. The grey formula cells, summaries and dashboard charts update automatically.
4. Open the EXAMPLE file any time to see how a filled-in version looks.

COMPATIBILITY

• ✔ Microsoft Excel (Windows and Mac desktop, Microsoft 365)
• ✔ Google Sheets (free): upload the .xlsx to Google Drive, then Open with Google Sheets.
• ✘ Not designed for Apple Numbers or phone screens. A computer is recommended.

FREQUENTLY ASKED QUESTIONS

Q: Does it work in Excel and Google Sheets?

A: Yes. It works in Microsoft Excel (Windows or Mac desktop, or Microsoft 365) and in Google Sheets, which is free with a Google account. It isn't designed for Apple Numbers.

Q: Should I use Google Sheets or Excel?

A: Either works: the formulas, dropdowns and charts work in both. Choose Excel if you want to keep the file on your computer. Choose Google Sheets if you want a free, browser-based option you can open anywhere. For Google Sheets, upload the .xlsx file to Google Drive, right-click it and choose Open with > Google Sheets, then File > Save as Google Sheets.

Q: Can I use it on my phone or tablet?

A: It's designed for a computer screen, not a phone. Phones often can't open .xlsx downloads, so download and set it up on a computer. Once it's saved as a Google Sheet, you can open it in the Google Sheets mobile app to check your numbers, but a computer is best for setup and data entry.

Q: How do I download it?

A: Right after checkout your download page opens, and the download link is also emailed to you. Download all the files on a computer, then follow the PDF guide to open the BLANK file in Excel or Google Sheets.

Q: Can I customize it?

A: Yes. Enter your business name, year, default payment terms, due-soon window, monthly income goal and service list on the Setup tab and the rest of the workbook updates. Formula cells are locked without a password so they can't be overwritten by accident. To change formulas or the layout, unprotect the tab: Review > Unprotect Sheet in Excel, or Data > Protect sheets and ranges in Google Sheets.

Q: Can I get a refund?

A: Yes, within 14 days of purchase, in two cases: a file has a problem I can't fix, or you bought the same product twice by mistake. Email todorgan@gmail.com with your order details.

GOOD TO KNOW

• This is a digital product. Nothing will be shipped.
• This tracks invoices you create in any tool (Word, Google Docs, your accounting app). It doesn't create or send invoices.
• A record-keeping tool, not tax or accounting advice.
• Any currency works: amounts are plain numbers with a $ format you can change.
• For personal use. Please don't share or resell the files.
• Questions or a problem with a file? Email todorgan@gmail.com.

AI disclosure: this template was designed with the help of AI tools. The formulas, layout and example data were reviewed and tested before release.