in Excel

Invoice tracker in Excel [download]


In this article I want to give you a clever tool that I`ve use in the last 12 months for invoice tracking, free, no email sign-up or page like required.

Invoice tracker 0

Why do I need such a thing?

If you are a freelancer or small business owner (like me) you probably send out lots of invoices (hopefully). In my case things are a bit more complicated because I send out invoices from different companies, and I need to track them.

This is why I created this simple invoice tracker. Let me show you how it works.

Data entry

All the invoice info goes into a simple Excel table, see bellow.

Invoice tracker 1



Reports

Starting from that table we’ll build some simple reports using Excel Pivot Tables and Pivot Charts.

Income by month

Income by month

Income by client

Income by client

Sources of income

Sources of income

You are much more creative than me, I am sure that you can create even more insightful reports, these worked out for me so far. 🙂

Download

Ok, enough talking, here is the download link.


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