Lawn-care company chasing late payers
A two-truck lawn service has $8k in outstanding invoices and needs a tracker that flags anything past 30 days so the owner can make collection calls on Fridays.
Invoice Tracker Spreadsheet
Tier 1 · Accounting & Finance · $25 · 2-3 hrs · 5 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Build a basic invoice tracking spreadsheet with vendor, amount, due date, and paid/unpaid status columns.
A ready-to-use spreadsheet that tracks your outstanding and paid invoices in one place, with vendor names, amounts, due dates, and payment status clearly organized. Built for freelancers, small service providers, or resellers who need to see at a glance which invoices are overdue and which are settled—without manual hunting through email or accounting software.
Deliverables
- Excel/Google Sheets invoice tracker
- Vendor, amount, due date, status columns
- Brief usage instructions
What's included
- Single sheet tracker
- Up to 50 sample rows
- Basic conditional formatting
Not included
- Accounting software integration
- Custom macros
- Multi-currency support
What you'll get
A list of your vendors (names), invoice amounts, due dates, and whether each is paid or unpaid. Can be as simple as an email list, a text file, or existing spreadsheet rows you want reformatted.
Creates a clean spreadsheet from scratch with four labeled columns (Vendor, Amount, Due Date, Status). Populates up to 50 sample or real rows you provide. Adds conditional formatting so unpaid invoices highlight in one color and overdue ones in another. Writes a one-page usage guide explaining how to add new rows and update payment status.
One Excel or Google Sheets file with your invoice tracker ready to use, plus a short text or PDF guide. The file is yours to download and modify as needed.
Your $25 payment is held in escrow until you approve the spreadsheet—you can request corrections if the columns don't match your needs or if the conditional formatting doesn't work as expected.
Common use cases
Etsy seller separating wholesale from retail
A jewelry maker who sells both direct-to-consumer and to three boutique stores needs a tracker that separates wholesale invoices (Net 30) from retail receipts.
Tutoring business tracking monthly families
A tutor with 12 recurring families needs an invoice tracker pre-filled with each family's monthly rate and auto-flagging anyone who skips a payment.
Freelance graphic designer managing client retainers
You bill five regular clients monthly but each has a different contract structure and payment schedule. One pays net-30, another net-45, one pays on project completion. A single tracker shows you which invoices are coming due this week and which clients are running late, so you know when to send a friendly reminder before cash flow gets tight.
Handmade crafts seller tracking wholesale orders
You sell through three wholesale retailers and invoice them monthly. The spreadsheet keeps wholesale invoices separate from direct customer orders, color-codes overdue wholesale payments, and gives you a quick snapshot of how much cash is owed to you across all accounts.
Consulting firm billing multiple projects
Your firm bills different clients on different cycles—some monthly, some quarterly. The tracker consolidates all outstanding invoices by client and due date, so your office manager can prioritize follow-ups and the owner can forecast cash flow without digging through email confirmations.
Frequently asked questions
Can I use this spreadsheet for both invoices I send out and bills I owe?
This tracker is designed for invoices you send (money owed to you). If you need to track bills you owe to vendors, you can copy the same template and relabel the columns—the student can show you how in the usage guide.
What happens if I have more than 50 invoices to track?
The deliverable covers up to 50 sample rows. If you have more, the student sets up the formatting and structure for the first 50, and you or your team can add additional rows following the same format and conditional formatting rules.
Will the due dates automatically flag overdue invoices, or do I have to update them manually?
The conditional formatting is static—it highlights cells based on the status you select (paid or unpaid). You'll need to manually update the Status column when you receive payment; it won't auto-alert based on today's date, but the color coding makes overdue invoices easy to spot once you mark them unpaid.
Can the student set this up in Google Sheets instead of Excel?
Yes. Google Sheets works equally well for this project. Just let the student know your preference, and the conditional formatting and usage instructions will apply to whichever platform you choose.
What if I need to add more columns later, like invoice number or project name?
The spreadsheet is yours to edit after delivery. The student will explain how the conditional formatting works so you can insert new columns without breaking the color-coding. For major restructuring, that would be a separate revision request.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
Already have an account? Log in