Description
Know what’s paid. Know what’s owed. Know who needs chasing.
A straightforward Excel workbook for small businesses, sole traders and freelancers who want to keep invoices and payments organised without complicated software.
What’s included
- Dashboard with key figures at a glance
- Invoice tracker with outstanding balances
- Payment log that supports part-payments
- Automatic overdue calculations based on today’s date
- Customisable chase threshold so you choose how many days overdue triggers a chase
- Who to Chase Today dashboard showing client, invoice, contact details, due date, amount outstanding and days late
- Client contact list
- Monthly overview of invoiced and received amounts
- Invoice ageing breakdown
- Automatic calculations and date-based updates when Excel recalculates
Enter your invoices and payments as you go and the workbook keeps track of what has been received, what is still outstanding and which customers need following up.
File format: Microsoft Excel (.xlsx)
Delivery: Instant digital download after purchase
Subscription: None
This workbook is an administrative record-keeping tool and does not provide accounting, tax or legal advice.
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