{"product_id":"invoice-and-payment-tracker-excel-template","title":"Invoice and Payment Tracker Excel Template | Invoices, Aging, Payments, Chasing and VAT","description":"\u003cp\u003eFor 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.\u003c\/p\u003e\n\u003ch4\u003eWhat it covers\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eDashboard that updates from the other tabs\u003c\/li\u003e\n\u003cli\u003eInvoice log with automatic due dates, balances and overdue flags\u003c\/li\u003e\n\u003cli\u003eAging buckets and client balances, live from the log\u003c\/li\u003e\n\u003cli\u003ePayments received log and a cash in forecast by due week\u003c\/li\u003e\n\u003cli\u003eMonthly summary of invoiced vs received\u003c\/li\u003e\n\u003cli\u003eChase log for reminders and a quarterly VAT summary\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWho it is for\u003c\/h4\u003e\n\u003cp\u003eSuits tradespeople, contractors, freelancers, agencies and any small business that sends invoices.\u003c\/p\u003e\n\u003ch4\u003eWhat is inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eEasy Setup, your lists in one place so every dropdown matches how you work\u003c\/li\u003e\n\u003cli\u003eHow To Use and Quick Start guides, from download to working in ten minutes\u003c\/li\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eInvoice Log\u003c\/li\u003e\n\u003cli\u003eAging\u003c\/li\u003e\n\u003cli\u003ePayments Received\u003c\/li\u003e\n\u003cli\u003eCash In Forecast\u003c\/li\u003e\n\u003cli\u003eMonthly Summary\u003c\/li\u003e\n\u003cli\u003eChase Log\u003c\/li\u003e\n\u003cli\u003eVAT Summary\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003cp\u003eOpen 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.\u003c\/p\u003e\n\u003ch4\u003eWhat you get\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Excel (.xlsx) workbook with 10 tabs\u003c\/li\u003e\n\u003cli\u003eBuilt for Microsoft Excel, no macros and no formulas for you to write\u003c\/li\u003e\n\u003cli\u003eExample rows included so you can see every feature working\u003c\/li\u003e\n\u003cli\u003eCommercial licence, use in your own business, not for resale\u003c\/li\u003e\n\u003cli\u003eInstant digital download, no physical item shipped\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eSmall print\u003c\/h4\u003e\n\u003cp\u003eTemplate 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.\u003c\/p\u003e","brand":"SiteSums","offers":[{"title":"Default Title","offer_id":58622771331416,"sku":null,"price":25.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1005\/9166\/5496\/files\/invoice-and-payment-tracker-excel-template-08-macbook-ipad.jpg?v=1790977935","url":"https:\/\/sitesums.co.uk\/products\/invoice-and-payment-tracker-excel-template","provider":"SiteSums","version":"1.0","type":"link"}