Apprentice Training Log Excel Template | Training Hours, Skills Sign Off, Goals and Reviews
£15.00
Invoice and Payment Tracker Excel Template | Invoices, Aging, Payments, Chasing and VAT
Instant download
£25.00
For small businesses and trades who need to know who owes what. Log each invoice and the due dates, balances and overdue flags work themselves out. Aging buckets show where money is stuck, a forecast shows what should land each week, and the chase log records every reminder. A dashboard pulls it together and VAT per quarter comes straight from the log.
What it covers
- Dashboard that updates from the other tabs
- Invoice log with automatic due dates, balances and overdue flags
- Aging buckets and client balances, live from the log
- Payments received log and a cash in forecast by due week
- Monthly summary of invoiced vs received
- Chase log for reminders and a quarterly VAT summary
Who it is for
Suits tradespeople, contractors, freelancers, agencies and any small business that sends invoices.
What is inside
- Easy Setup, your lists in one place so every dropdown matches how you work
- How To Use and Quick Start guides, from download to working in ten minutes
- Dashboard
- Invoice Log
- Aging
- Payments Received
- Cash In Forecast
- Monthly Summary
- Chase Log
- VAT Summary
How it works
Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.
What you get
- One editable Excel (.xlsx) workbook with 10 tabs
- Built for Microsoft Excel, no macros and no formulas for you to write
- Example rows included so you can see every feature working
- Commercial licence, use in your own business, not for resale
- Instant digital download, no physical item shipped
Small print
Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.
Commercial licence for your own business. Not for resale.
List the documents, pages and formats included.
Page count, file format and how it is delivered.
Single-business commercial licence. Edit and use these files in your own business for as many jobs and clients as you like, and send the finished documents to your customers.
Strictly not for resale. You may not resell, share, give away or upload the files, edited or unedited, anywhere, or use them to make templates for others. SiteSums keeps the copyright.
Common questions about editing and using the template.
