
For small businesses, keeping track of the sales invoices and payments made by customers is a critical task. Use this Invoice Tracker template to keep track of all your sales invoices in one place. You can enter payments made by customers and let the template calculate balance outstanding amounts. Never miss an unpaid invoice. Download this invoice tracker spreadsheet free using the link below.
FEATURES
- Track all invoices in one place
- Identify which invoices are past due and how late they are
- Calculate how much amount is outstanding
- Calculate expected payments in immediate future
- Easy to identify due amounts by Customer
- Simple and easy to use
REQUIREMENTS
Microsoft Excel 2013 (or later) for Windows
FREE DOWNLOAD
Invoice Tracker Excel Template
VIDEO DEMO
HOW TO USE THE TEMPLATE
DATA ENTRY

- Enter each invoice in the Invoice table beginning from row 15. (If you are new to Excel Tables, please read this article on data entry)
- Enter Invoice Number, Customer, Invoice Date, Due Date and Invoice Amount
- When Customer makes payment, enter it in Paid Amount column.
- Green colored columns have formulas. Do not edit.

Outstanding Amount: This is calculated as Invoice Amount – Paid Amount
Status: There are five possible values for Status.
- ‘ERROR”, when at least one of the fields Invoice Amount, Invoice Date, Due Date is left blank. Also, when Due Date < Invoice Date.
- PAID IN FULL: Outstanding Amount is 0
- CURRENT: If Outstanding Amount >0 and Due Date > Today (not due yet)
- DUE TODAY: If Outstanding Amount > 0 and Due Date = Today
- PAST DUE: If Outstanding Amount is 0 and Due Date = Today
- OVERPAID: If Outstanding Amount < 0 (i.e., Paid Amount is > Invoice Amount)
Note: Error rows are not used in calculation of metrics.
Rows with errors will be highlighted with a red border for your assistance.

Past Due Age: If the Status is ‘Past Due’, then this represents the aging bucket (1 – 30 Days, 31 – 60 Days, 61 – 90 Days, 91+ Days). Otherwise, it will be blank.
Selected: This will display 1 if the record (or row) is not filtered by the slicers.
VIEW DASHBOARD
The top of the Invoices sheet will present the summary in a dashboard as shown below. This will update instantly as you add more invoices to the table.

Let’s break it down in 3 sections.
Current Invoices:
Number of current (Due Date is in the future) invoices will be shown along with outstanding amount due.

Past Due Invoices:

Number of Past due (Due Date is in the Past ) invoices will be shown along with outstanding amount due. Accounts Receivable (A/R) aging breakdown is also provided.
Expecting Payments:

Payments that are expected in the next 7 days (including today) and next 30 days (including today) will be displayed.
Slicers (Filters)
These metrics can be easily filtered using the 3 Slicers provided.

The invoice table will be filtered as well. One can use this feature to easily target selective invoices. For example, click on Status = Past Due, to see only invoices that are past due.
Related Templates
- Create printable Sales Invoices : Sales Invoice Template (Free)
- A complete Retail Business management tool – Retail Business Manager
- More Small Business Templates
Additional Tips
How to set up a different currency?
Press Ctrl+G and choose CURRENCY_CELLS.

Press Ctrl+1 and select your preferred currency symbol.

How to add a new column?
Adding columns is very easy. Just type any field name in cell K14. Then, type values for each invoice in column K from K15 down. You can add any number of columns.
How to sorting invoices by Due Dates?
It’s easy to use the default sorting capabilities within Excel. For example, right click on the due dates column and choose Sort option.

You can use sorting on any of the fields.
How to track partial payments from customers?
Sometimes your customer may make an invoice payment in installments. For example, a customer pays $300 invoice in 2 payments $100 and $200. Or a customer makes a payment for two invoices together. Please watch this video tutorial below that explains how to address these scenarios.
How to calculate Due Dates automatically?
By default the template allows manual entry of due dates. If, in your small business, there is a standard term used such as Net 30 or Net 45, then we can automate this calculation. To create Due Date always as (Invoice Date + 30), just type =[@[INVOICE DATE]]+30 in cell D15.
How do I get the invoice and all of the dashboard £ from being #### after I have changed the currency
Not that advanced with excel .
Hello. I am using Microsoft office 2013, i see errors anytime I delete the data that came with the template and enter my own data. How do I fix this?
Please ensure that you are not deleting any formulas. To ensure the template works well, delete data from one column at a time.
Thanks
i have only excel 2007 ,
so kindly advice me regarding the dashboard
Hello
Our templates are designed to work on Excel 2010 and later versions.
Best wishes
The dashboard shows that I have some error, and Slicers (Filters) is not filtered , how can I filter them?
Thanks :),
Hello
Please ensure you are using Excel 2013 or later.
Best wishes
Perfect for small landscaping business. What would be the best way to track total invoice amount from Column E without having to constantly change the range? I want to know to know the total amount the business has received in paid invoices.
Thanks!
Hi there,
This is a great template. However, I have some problems with clearing the outstanding amount from invoices which were overdue. How do I record the payments to the overdue invoices and make sure the customer balance down to $0?
Thank you.
If we enter the payments made in the ‘Paid Amount’ column, the ‘Status’ should change to Paid in Full.
Please let us know if there are any questions.
Best wishes.
This is exactly what i was looking for !
I have a Mac and I am trying to use it in the Google spreadsheet. I have done the data entry but cant see any formulas working on the green section. Please help!
Thanks
Thank you.
The templates are designed for use in only Microsoft Excel and they may not work in Google Sheets until modifications are made.
Best wishes.
Hi there, i do use microsoft 2010. I have downloaded above the templet. but when I open file, I coludnt access to table slicer. could you please help me with that.
thanks
Hello
Slicers work on Excel 2013 and later.
Regards
Hello, this looks like exactly what I have been looking for, for a very long time! However, I only have a Mac. Do you possibly have a version for Excel on Mac? Thanks again.
Hello
Our templates work on Mac. Please use Excel 2011 or later on Mac.
Best wishes and regards