Invoice Generator & Tracker – Excel Invoice Template with Payment Tracking & Aged Debt

See it in action

Invoicing and credit control in one simple workbook. Add your business and bank details once, keep a list of clients and their payment terms, and record each invoice with its line items. The Invoice sheet turns any invoice number into a clean, print-ready invoice; the register works out totals, tax, due dates and status; and the dashboard shows exactly what’s been paid, what’s outstanding and what’s overdue.

What it does

• Print-ready invoice – pick an invoice number to produce a one-page invoice with your details, client address, lines, tax and payment details
• Automatic totals – line totals with quantity, price and discount; tax at your default or a per-invoice rate
• Payment tracking – due date from payment terms, with Paid, Due soon, Unpaid and Overdue status and days overdue
• Aged debt – unpaid invoices grouped into not yet due, 1–30, 31–60, 61–90 and 90+ days
• Dashboard – invoiced, paid, outstanding, overdue and average days to pay, month by month and by client
• Client list – billing addresses, emails, payment terms and each client’s outstanding balance
• Protected formulas – calculations are locked and hidden so nothing breaks by accident

Who it’s for

Freelancers, sole traders, consultants, tradespeople and small businesses who want simple invoicing without accounting software.

What’s included

• 1 Excel workbook (.xlsx): How to Use, Dashboard, Invoice, Invoices, Line Items, Clients and Settings
• A sample design studio with 8 clients and a year of invoices
• Built-in How to Use guide and sample data you can clear in one step

Requirements

Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.

This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.