![]() ![]() For example, click on Status = Past Due, to see only invoices that are past due. One can use this feature to easily target selective invoices. The invoice table will be filtered as well. Slicers allow filtering of Table and calculated metrics These metrics can be easily filtered using the Slicers provided. Payments that are expected in the next 7 days (including today) and next 30 days (including today) will be displayed. Accounts Receivable (A/R) aging breakdown is also provided.Įxpecting Payments: Expecting Payments in Next 7 and Next 30 days Number of Past due (Due Date is in the Past ) invoices will be shown along with outstanding amount due. Past Due Invoices: Past Due Invoices and A/R Aging Report Download the blank Google Docs Invoice Template from Agiled for free. Invoice Tracker Spreadsheet – Current Invoices and Invoice Amount Login into Google Docs with your Google account and password. Number of current (Due Date is in the future) invoices will be shown along with outstanding amount due. Invoice Tracker Template – Summary Metrics – Dashboard View This will update instantly as you add more invoices to the table. The top of the Invoices sheet will present the summary in a dashboard as shown below. Selected: This will display 1 if the record (or row) is not filtered by the slicers. Past Due Age: If the Status is ‘Past Due’, then this represents the aging bucket (1 – 30 Days, 31 – 60 Days, 61 – 90 Days, 91+ Days). ![]() Error Validations – Invoice Tracker – Missing Due Date Rows with errors will be highlighted with a red Background color for your assistance. Note: Error rows are not used in calculation of metrics. OVERPAID: If Outstanding Amount Invoice Amount).PAST DUE: If Outstanding Amount is 0 and Due Date = Today.DUE TODAY: If Outstanding Amount > 0 and Due Date = Today.Also, when Due Date 0 and Due Date > Today (not due yet) ‘ERROR”, when at least one of the fields Invoice Amount, Invoice Date, Due Date is left blank.Status: There are five possible values for Status. Outstanding Amount: This is calculated as Invoice Amount – Paid Amount When Customer makes payment, enter it in Paid Amount column.Enter Invoice Number, Customer, Invoice Date, Due Date and Invoice Amount.Enter each invoice in the Invoice table beginning from row 15. ![]() Step 2: Enter Input DataĭATA ENTRY Invoice Data Entered in Invoice Tracker Google Sheet Template You can then share the copy with your colleagues to collaborate as needed. You can save the copy in your own google drive for your use. ![]() The site gdoc.io updates its collections daily, which are ready for free use for personal and commercial purposes.Invoice Tracker in Google Sheets How to Use the Invoice Tracker Google Sheets TemplateĬlick on the link above and then make a copy of the sheet as shown in the screenshot below. You can also download any ready-made invoice template you like and print it out. Therefore, we have made it possible to make changes and edit the template in editors such as Google Docs or Microsoft Word. After all, someone wants to change the background, add new details, or completely rework the entire template online. Our team understands that not all invoice templates will be used in the original. Can I customize the template for my business? If you are still wasting precious hours wondering if you need one of these templates, then analyze your competitors and see that they are already using a similar invoice. For example, they can be used by representatives of such services as: consulting, self-employed, cleaning, contractor, freelance, photography, landscaping, consultant, plumbing, rental, designer, trucking, auto sales and so on. After all, you can use them in various commercial enterprises and adapt to different services. These types of templates are truly versatile. Indeed, according to statistics, entrepreneurs who care about their customers and the convenience of working with them receive several times more profit than those who do not work on this. That is why you should consider such an important part of your work as the simple invoice template. A professional differs from an amateur in his training. Next Page Why should your business use these invoice templates?Īny commercial business is built on selling yourself as a professional and your product as the best on the market. ![]()
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