- Content
- October work
- Invoice date
- Not set
- Payment due
- Not set
- Amount
- Not set
- Status
- Not set
- Notes
- This is an example line. Delete it and write your own.
TemplatesWork & projects · Invoice tracker
Invoice and payment tracker
When a freelancer or small business wants to see sent invoices and payments at a glance and follow up on late payments
What's inside · Table 3 · Checklist 3
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Invoice and payment tracker
- Month start
- Not set
- Assignee
- Not set
- Monthly revenue goal
- Not set
Delete the example line in the invoice list and add this month's invoices.
Invoice list
One line per invoice. Use nicknames for clients and don't add bank or tax details. Delete the example line before you use it.
Invoice list
| Client (nickname) | Content | Invoice date | Payment due | Amount | Status | Notes |
|---|---|---|---|---|---|---|
| (Example) Client A | October work | Not set | Not set | Not set | Not set | This is an example line. Delete it and write your own. |
Late payment follow-up
| Stage | Timing | To do | CheckCheckbox |
|---|---|---|---|
| Stage 1 | Due date + 3 days | Reminder message | Unchecked |
| Stage 2 | Due date + 14 days | Call and confirm a payment date | Unchecked |
| Stage 3 | Due date + 30 days | Consider further action | Unchecked |
- Stage
- Stage 1
- Timing
- Due date + 3 days
- To do
- Reminder message
- Check
- Unchecked
- Stage
- Stage 2
- Timing
- Due date + 14 days
- To do
- Call and confirm a payment date
- Check
- Unchecked
- Stage
- Stage 3
- Timing
- Due date + 30 days
- To do
- Consider further action
- Check
- Unchecked
Monthly summary
| Period | Amount invoicedNumber | Amount paidNumber | OutstandingNumber | CheckCheckbox |
|---|---|---|---|---|
| This month | Empty | Empty | Empty | Unchecked |
| Last month | Empty | Empty | Empty | Unchecked |
| Two months ago | Empty | Empty | Empty | Unchecked |
- Period
- This month
- Amount invoiced
- Empty
- Amount paid
- Empty
- Outstanding
- Empty
- Check
- Unchecked
- Period
- Last month
- Amount invoiced
- Empty
- Amount paid
- Empty
- Outstanding
- Empty
- Check
- Unchecked
- Period
- Two months ago
- Amount invoiced
- Empty
- Amount paid
- Empty
- Outstanding
- Empty
- Check
- Unchecked
☐
Set a due date for every invoice.
☐
Changed the status when payment came in.
☐
Checked outstanding amounts every month.