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Business

Invoice and Payment Tracker

A receivables tracker for freelancers and small businesses that need simple invoice visibility.

Best For

  • Freelancers
  • Consultants
  • Agencies
  • Contractors

Outcomes

  • Know what is unpaid
  • Follow up on overdue invoices
  • Track paid amounts
  • Maintain client payment history

Features

  • Invoice status pipeline
  • Balance tracking
  • Payment method and follow-up fields
  • Client-level grouping

Getting Started

Use this quick walkthrough when you open the tracker for the first time.

1

Review

Scan the fields below so you know what this tracker captures.

2

Activate

Use the purchase activation code or Etsy order details to unlock this tracker.

3

Launch

Open the tracker app after activation to see the working dashboard.

4

Connect

Connect the Google account where you want your tracker Sheet to live.

5

Create

Create the Sheet and let the tracker add the starting tabs and sample rows.

6

Track

Add your first real record, then use Sync after editing directly in Google Sheets.

Recommended first actions

Create the tracker sheet.
Add open invoices.
Update payments as they arrive.
Review overdue items weekly.

Sheet Structure

Each tracker creates an organized Google Sheet with the tabs below. These are the main areas you can use, edit, export, or customize in your own Google account.

Invoices

Invoices, payments, and follow-up status.

Client Invoice # Service Sent Date Due Date Amount Paid Amount Balance Status Payment Method Follow-up Date Notes

How Customers Use It

Update status immediately after payment.
Use balance to prioritize follow-ups.
Keep follow-up dates current.
Store payment method for reconciliation.