Invoice Tracker Template 2025 in Excel – Free
For small businesses, keeping track of the sales invoices and payments made by customers is a critical task. Use this Indzara 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 using the link below.
Benefits
- 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
Video Demo
How to track invoices in Excel?
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 Free Templates
- Create printable Sales Invoices: Sales Invoice Template (Free)
- Create Sales Quotations: Sales Quotations (Free)
- More Small Business Templates
Recommended Premium Templates
Invoice Manager Pro (Available for Excel)
- Print customizable invoices for your small business
- Manage invoices and payments in one file using a simple data entry framework.
- Partial Payments, Payments across multiple invoices and extra payments are handled.
- Dashboard showing trend of invoice revenue and top customers with revenue and balance.
- Unpaid Invoices Report shows all current and past due invoices with invoice aging.
- Print a customer report showing all or past due invoices.
Small Business Finance Manager (Available for Excel and Google Sheets)
- View the total balances with all your accounts in one place in Dashboard
- Generate automated Profit & Loss Statement (or income statement) for your business
- Easily view the money flow in and out monthly into your accounts in Cash Flow Report
- Make smarter business decisions by knowing valuable business insights about income and expense trends in Business Insights dashboard
- See a list of all unpaid invoices and bills in Unpaid Report
- Generate Customer and Supplier reports
- Supports 14 types of financial transactions including bulk payments, refunds, credits and transfers
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.
171 Comments
How would i add a field that shows the total due to include current and past due amounts?
Thank you for showing interest in our template.
You need to write a sum formula to sum the outstanding amount column as shown below in any cell:
=SUM(T_INV[OUTSTANDING AMOUNT])
Best wishes.
Hello
When trying to set up formula for Due Date =( then I highlight Invoice Date) +60 enter
i get an error message about Circular Reference and date 1/0/1900 shows int he row.
I’ve tried googling and cannot seem to resolve it
Thank you
Milana
Thank you for showing interest in our template.
I tried adding the formulas as =[@[INVOICE DATE]]+60 in due date column and it is working fine without circular reference error.
In excel all dates are numbers and starts from 01-01-1900 which is equivalent to number 1. Hence when you add 60 days when invoice date cell is empty, it will add 60 days from 01-01-1900. However, if it is showing 01-0-1900 it refers to 0. It could have caused due to circular reference error.
Best wishes.
Hello,
Is there a way I can add a new slicer and for this slicer when selected to update the figures in the Dashboard at the top?
Thank you for showing interest in our template.
You just need to click anywhere inside the invoice table and goto “table design” ribbon at the top to insert a new slicer.
Best wishes.
Hello,
I downloaded the template and started using it. It is amazing how easy it seems now to follow up on invoices. Thank you so much.
I have a question about the due dates, it used to show me due date 1-30 days and 31-60 days (in the past due age column) But now it only shows 1-30 days even when I have invoices past due 60 days. I’m not sure what I did here. Could you pls advise about this?
Thanks again 🙂
Thank you for using our template and sharing your valuable feedback. You are welcome
Please share your sheet to support@indzara.com to check further on your concern.
Best wishes.
Hello
Thank you for this free version of excel invoice tracker, I just downloaded it and added some invoice. I really like it makes things easier.
my question is I have so many invoice and I added so far 106 invoice but when I add more invoices it wont calculate or add to the total balance on the top. can you advice please ? thanks again
Thank you for using our template and sharing your valuable feedback.
It might be caused, when the entered invoice is outside the Invoice table. Requesting to share your sheet to support@indzara.com to check further.
Best wishes.
Sure I will be emailing it right now
thanks a lot for your help
Hello & thank you for your tutorial. It was so helpful. I just have one question.. can you tell me how to enter my filters in the slicers… I literally cant figure that out. I got everything else down except that.
Thank you for sharing your valuable feedback and you are welcome.
Requesting to share some screenshot of your concern to support@indzara.com to check further.
Best wishes.
Can I check if my outstanding amount is $0, why do I sees the status as Past Due or Overpaid instead of Paid in Full ?
Thank you for using our template.
As mentioned in email, since you have multiplied the total with 1.07 without rounding off to two digit. The due amount is not exactly 0 and it has values in 3rd or 4th decimal.
Best wishes.
Hi,
Very helpful info, thanks for sharing, do you have a tutorial on how to make this invoice tracking spreadsheet step by step? I notice that you have a free download and how to use it instruction. can you teach me how to make them?
Thank you for showing interest in our template.
Currently, we do not have a tutorial for Invoice Tracker template. Following are our other tutorial videos, which can help you understand the formulas used:
https://indzara.com/excel-training/
Best wishes.
Hi
Hope you’re well.
This is a great video.
Could you please assist me on how to create those 3 slicer in this template by clicking on it data gets updated accordingly ?
Regards
Thank you for sharing your valuable feedback. Requesting to share your sheet to support@indzara.com along with some screenshot highlighting your requirement.
Best wishes.
Hi
I have uploaded this to my Google Drive but it has “View Only” kindly grant me Edit Access.
My mail id is – Raghu.thbs3223@gmail.com.
And also I am interested in buying “Invoice Manager Excel Template For Small Business” if you give some discount.
Regards
Raghu S
Ph – +91 8050731525
Hello Raghu S,
Please click on File > Make a copy. This will help you make a copy of the sheet and save it in your own google drive for your use.
If you have any more questions please email us at support@indzara.com
the template is wow bro big up
Good morning,
I have entered all of the data for 17 invoices but the information returned only applies to 12 of the invoices,the first 5 are missing.
I have checked all of the formulas and they are all O.K.so I am at a loss as to why it has happened.
Thanks for using the template.
Please check if the date format entered is correct. Please email file with question to support@indzara.com. We will review and respond with the solution.
Best wishes.
Hi,
Thanks for your amazing Templet, I am very happy with your video and templet thanks a lot.
Can I insert one more column for the payment date?
Regards
Thanks for using our template.
The data in the template is in a table format. Hence, you can insert a column to the end of the table. That will not affect any calculations though.
Best wishes
Hello sir,
Thanks for your reply. Sir actually am using your templet for vendor payments tacker so for some vendors, we have to deduct the TDS amount. when I am entering the only paid amount after deducting the TDS amount it showing the status that past due to the TDS amount. so kindly help throughout this.
Thanks & Regards
Kamala
Thanks for your message.
This template will accept the complete invoice amount. You can track the TDS in a different sheet and make sure the amount payable reflects as outstanding.
Best wishes
OK Thanks a lot.. sir
Hi, Thanks a lot; but what to do in case of multiple currencies for different clients or even the same client?
how to show the total invoices amount in each currency, and same for each client when filtering?
Hello
As of now, this template can handle only a single currency. We will try to incorporate your recommendation in the future releases.
Thanks
Hi,
Thank you for this wonderful template. I think there is an error on the Status, and the Past Due Age formula on the downloadable excel. No matter what combination of values in date I try to provide, the status is always current, and there is no information displayed on past due age.
I’m using the 2019 Mac version of Excel
You are welcome.
It could be the date formats entered. I see that you have emailed the file. We will review and get back to you with a solution.
Thanks & Best wishes.
Everything is very open with a precise description of the issues.
It was definitely informative. Your website is useful.
Thank you for sharing!
Thanks!!!
Hi,
I found your webpage after a google search for invoice tracking manager in excel.
You are doing an excellent job.
Since I am interested for the Invoice Manager Excel Template For Small Bussines I downloaded the free version in order to play with it and see if it fits into me needs.
What I noticed first, is that the Slices do not work. Actually they are not exist. They have been replaced by a shape with informative text.
I have installed the Microsoft Excel 2015 and I am wondering if this feature has been restricted in the free version of this template
Regards
Thanks for your interest in our template.
The slicers will work on this template. The minimum requirement is that you have an MS Excel 2013 or later edition. Please download the template again and populate some data.
Best wishes
Hi,
I found your webpage after a google search for invoice tracking manager in excel.
You are doing an excellent job.
Since I am intersted for the Invoice Manager Excel Template For Small Bussiness I downloaded the free version in order to play with it and see if it fits into me needs.
What I noticed first, is that the Slices do not work. Actually they are not exist. They have been replaced by a shape with informative text.
I have installed the Microsoft Excel 2010 and I am wondering if this feature has been restricted in the free version of this template
Regards
Thanks for your interest in our template.
This template is designed for Microsoft Excel 2013 (or later) for Windows.
Best wishes
hI sir, I like your videos but I have one doubt please clarify to me. i’m working in excel base . my work is multiple cheque no : a.b,c,d . cheque amount 1,2,3,4 how to adjust to my 4 invoice number against . any invoice template or access pls send my email.
Thank you for the compliments.
Is your question how to apply one payment across multiple invoices? If so, please watch the video in the end of the blog post above.
Please clarify if I have not addressed your question.
Best wishes.
Dear Sir,
Can we have similar kind of free template for accounts payable. That would be great for people just started tracking suppliers bills.
Thanks & regards
Thanks for your message.
We will try to develop a template for accounts payable soon.
Best wishes
sir i hve been using your free retail inventory management excel sheet… i am facing a problem in report i am not able to see the total inventory value…
Thanks for using our template.
Please ensure that none of the formulas or the links are broken. You may download the file again. In case it still does not work, please email the file with the list of issues to contact@indzara.com
Best wishes
This template is so helpful, thank you.
I’m having trouble with the status and past due age. The invoice date is correct and the due date is when the customer paid, which happened to be two months later and it says error under status. Why does it say error and how can I change it to be outstanding or late payment? Please help.
Thanks for using our template.
Please share your file with the list of issues to contact@indzara.com
Best wishes
Thanks a lot for the sheet. Meanwhile I added a column between PAID AMOUNT and OUTSTANDING AMOUNT. I dont seem to have any problem so far. Do you think there is going to be a problem in future?
Thanks for using our template.
You may add a column. However, what matters most is how columns are linked to each other. In case you are using it to calculate, you need to make sure that the links are updated.
Best wishes
hello
i will use it for track Payments
but what if i have more than 1 DUE DATE For the same customer and same invoice ?
Thanks for using our template.
This template is designed to have one due date for each invoice. A customer can have more than one invoice pending with different due dates.
Best wishes
Hello
We have launched the “Invoice Manager Excel Template For Small Business” with many added features.
Features in a premium version
Automatically applies bulk payments across open invoices for the customer
Supports partial payments, multiple payments, bulk payments and overpayments
Dashboard with revenue trend and top 10 customers
Unpaid invoices report with current and past due invoices
Print-ready Customer report showing all invoices of 1 customer at a time.
Please visit https://indzara.com/product/invoice-manager-excel-template/ for details.
Best wishes
Dear Sir,
The invoice won’t work in google spreadsheets, please solve this problem
Hello
Our templates are designed and tested in MS Excel. Some features will not work in the Google environment.
Thanks
AND WHY DO THIS DONT WORK PROPERLY ON MICROSOFT EXCEL 2010?
Thanks for using our template.
Our templates are tested on MS Excel 2010 and later editions.
Best wishes.
ITS REALLY GREAT!
BUT THERE IS FEW THINGS TO BE FIXED,
1) Please mention how to create “status, past over due, and customer in upper green portion?
2) THERE IS ONE MORE THING WHEN WE APPLY PIVOT TABLE EVERY THING WORK PROPERLY BUT WHEN WE WANT TO CHECK THE PAID AMOUNT, IT SHOWS NUMBER OF PAID INVOICES INSTEAD OF PAID AMOUNT,
REGARDS,
ZAHID SULTAN
Thanks for your feedback.
1. The STATUS column has the formula that calculates the Status value. The formula can be modified to change the values.
Similarly PAST DUE AGE column has the formula that calculates PAST DUE AGING buckets.
Then, we just type the Past Due Aging values in cells E5 to E8. If you modify the values in the formula, then values in the top green area should also be modified.
2. if you have created a pivot table, then please make sure that the measure is SUM Of Paid Amount and not COUNT of Paid Amount.
Best wishes.
I think I broke it….. I was stupid and clicked “save” when the weird code thing was in the “Outstanding Amount” Column and now all of my Outstanding amounts say “FALSE”. I’m freakin’ out over here lol. SEND HELP!!!
Sorry to hear. You can always download the original template again and migrate your input data. If you need any help, please email file and questions to contact@indzara.com
We will be glad to help.
Best wishes.
I would like to be able to add another tab for “client quotes” but it says the workbook is locked. How can I add another tab?
Hello
Please use “indzara” as a password to unlock the workbook.
Best wishes
How can I just deduct payments from balance instead of specific invoice
Can you please provide more details? Are you referring to payments made for more than one invoice at a time?
Best wishes.
Hi, we have projects we bill per a contract so I’d like to enter the bills in advance – is there a way to do this so empty cells do not show up with ERROR as the status OR to not have the status reading as current? because they are “future” invoices to be billed
hello there
CURRENT, PAST DUE AND EXPECTING PAYMENT FIELD IS SHOWS AS, ###### , WHILE SELECTING CURRENCY AS AED
I MADE IT CORRECT IT WAS JUST SIMPLE I DIDENT NOTICED I JUST EXTEND THE SIZE OF CELL
welcom
Thanks for using our template.
Please share your file with the list of issues to contact@indzara.com
Best wishes
How do we get the additional tab “payments by invoice”?
Hello
Please elaborate more explicitly with an example.
Best wishes
at 2:15 in the video you discuss how you already created the sheet “payment by invoice”, which is shown as a new tab at the bottom of the screen…. I would like to know how to get that as it is not in the download i have.
Thanks for your message.
“Payment by invoice” is an additional tab, that is used to track multiple payments on an invoice by a client. Though, it’s not part of the standard download, you can add a tab and insert a table to track multiple payments.
Please refer to the video for more details.
Best wishes
How do I unfreeze or unlock rows?
Hello
Please go to view tab, select the row that needs to be frozen. Then click on “Freeze Panes”
Best wishes
Hello! THANK YOU so much for creating this! I’ve been looking and trying to create something since Jan 2018 and have not been successful! Just wondering if there is a way to add 2% per month service charge on amounts past due? And how to enter a formula for a payment due by the 25th day of the month following the month in which the sale is made.
Thank you!
Leah
Hello! Great Program. Just one question. I started using it and inputting invoices, The current amount and the past due amount don’t change.. they stay at $0.
Thanks for using our template.
Some formulas or links may be broken. Please check the same and if the issue persists, you can email your file with the list of issues to contact@indzara.com
Best wishes
Hello,
On your free Invoice Tracker Template. How can you disable the slider when the sheet is lock/protected?
Thank you in advance.
Kitt
Thanks for using our template.
Please use “indzara” as a password to unlock the sheet.
Best wishes
HI JUST WANT TO KNOW WHERE CAN I GET TAMPLET OF TRACK MULTIMULE INVOICES & MULTIPUL PAYMENTS
THANKS
Thanks for your interest in our template.
Please download our free Invoice Tracker Template for Small Businesses.
Best wishes
HI,
COULD YOU PLS WRITE SUMIF FORMULA WITH OFFSET IN CELL.
Please clarify your question with some more details.
Thanks & Best wishes.
Is there template for Excel 2007?
Hello
All our templates are designed to work on Excel 2010 and later editions.
Best wishes
Does the slicer only work with Excel 2013? I’m having Excel 2010
Hello
Slicer should work with Excel 2013.
Best wishes
Hello
We have launched “Invoice Manager Excel Template For Small Business” with many added features.
Features in premium version
Automatically applies bulk payments across open invoices for the customer
Supports partial payments, multiple payments, bulk payments and overpayments
Dashboard with revenue trend and top 10 customers
Unpaid invoices report with current and past due invoices
Print-ready Customer report showing all invoices of 1 customer at a time.
Please visit https://indzara.com/product/invoice-manager-excel-template/ for details.
Best wishes
Do you have a complete excel accounts software with invoicing, accounts payable and receivable, reconciliation and aging?
Thanks for your interest in our template.
We have templates for manufacturing, retail and rental businesses. Please refer to https://indzara.com/small-business-excel-templates/
Best wishes
I just wanted to say thank you for this great template!!!
Thanks for your encouraging feedback. We always endeavor to develop templates that serve all aspects of the business.
Best wishes
Excellent template, a question, how could I add the currency field to show me the results by currency type? It would be helpful for those who handle multiple currencies
Thanks for using our template.
You may insert a column to mention the currency of the invoice. In the adjacent cell change the denomination of the amount as well.
Best wishes
Thanks a lot.
Please it needs some Modifications, for instance Invoice deduction and Taxes. Kindly inform how it can be modified
Thanks for using our template.
This template is designed to track the amount receivable in the future. The amount includes taxes and charges.
Best wishes
Hi, I love the template but I can’t seem to add anymore rows. How do I get more?
Thank you for using our template.
Please extend the table down.
Best wishes
we have different credit period for each customers how i can enter in this template?
Hello
For different credit period, please enter different due dates.
Best wishes
Hello,
And thank you for this template, it’s very helpful.
However, I have an issue with credit notes, any minus amount is considered overpaid and no deducted from the final amount, any ideas on this ?
Many thanks
Hello
This template is designed to track the amount that is receivable over a period of time. Also, it shows the status of delinquencies.
On the other hand, a credit note is a debit to your revenue and a credit to your inventory account. so it needs to be treated differently. Mostly credit notes carry the reference of the invoice, but it affects the revenue and the inventory account simultaneously.
However, the present template would not handle this.
You can try our Retail Business Manager – Excel Template, https://indzara.com/product/retail-business-manager-excel-template/. This template can handle returns as well.
Best wishes
Hi,
How easy would it be to add an additional section that tracks the number of invoices paid and the amount of the money that has been paid in full.
Thanks for sharing your thoughts.
However, this template is designed to track unpaid invoices.
Best wishes
Hello
We have launched “Invoice Manager Excel Template For Small Business” with many added features.
Features in premium version
Automatically applies bulk payments across open invoices for the customer
Supports partial payments, multiple payments, bulk payments and overpayments
Dashboard with revenue trend and top 10 customers
Unpaid invoices report with current and past due invoices
Print-ready Customer report showing all invoices of 1 customer at a time.
Please visit https://indzara.com/product/invoice-manager-excel-template/ for details.
Best wishes
awesome sheet to manage multiple entries
i request you to add TAX tab in it also its difficult without having TAX calculation
Please add TAX column we can add tax amount manually in some cases tax amount is 4.5% and in some cases tax amount is 17 + 4.5%
Thanks and Regards
Akbar FArooqi
Once again
Good Work Admin
awesome 5 stars for u
Thanks for sharing your wonderful feedback.
Tax calculation is outside the preview of this template, as it tracks the money that is due in the future or overdue.
Best wishes
Brilliant template! However when I enter the date in the format 31/03/2019 it shows as error when it should be showing paid in full?
Do you have any templates for payment plans? For example I invoice my clients 3 times per year and they split the balance over the next 3 months…I need to know the outstanding balance each month to add late fees…I can only do this on total invoice – do I need to raise separate invoices for each months payment?
Hello
Please ensure the dates are entered in a correct format. For your second query, you have to track them separately. We are not accepting any customized projects.
Best wishes
Please update invoice tracker excel and add invoice payment for example:
In March will come many invoices for one projects and we have many projects
How we can calculate that and each month will get total amount paid?
Hi
This template is designed to keep you updated on how much you are going to receive and in how many days. The payments that you receive are noted in the subsequent tab but the dashboard gives you the current position.
Best wishes
Hello
We have launched “Invoice Manager Excel Template For Small Business” with many added features.
Features in premium version
Automatically applies bulk payments across open invoices for the customer
Supports partial payments, multiple payments, bulk payments and overpayments
Dashboard with revenue trend and top 10 customers
Unpaid invoices report with current and past due invoices
Print-ready Customer report showing all invoices of 1 customer at a time.
Please visit https://indzara.com/product/invoice-manager-excel-template/ for details.
Best wishes
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
You need to change the cell format. Please try, in case it does not work, please send the file with the list of issues to contact@indzara.com
Thanks
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
Hi There,
Just wondering is there is a way for me to put a multiple currencies?
Hello
To show currency format, press Ctrl+G, select CURRENCY. Press Ctrl+1. Choose your preferred Currency symbol.
Best wishes
Hi Indzara great template! I just want to know what’s the use of the SELECTED COLUMN?
Hello
The “Selected Column” is used for Slicers. They help to filter data based on the criteria you select. Please note the Slicers work in Excel 2013 or later versions.
Best wishes.
hello,
thank you for this template. is there a way to change the data of the slicers? for example, I have my vendors listed in column A, but one of the slicers is pulling data from D14 which is “invoice number”. how can I have the slicer filter the data from column A “vendor’?
You are welcome. Have you already created a new slicer for the Vendor column?
Best wishes.
Sir, firstly the template is very useful for my small business it made my day very simple thanks for that. sir, i have a problem with the template, the past due aging are default given 1-30,31-60,61-90,91+ but in my business due aging is limited to 1-7,8-15,16-25,25+ . please helpme out with this problem
Thanks. Glad to hear that it is useful.
Please change formula in cell I15 to reflect the aging buckets you need and then ensure that formula is filled down to all rows in the table.
Change the values in cells E5 to E8 with the new aging buckets.
Best wishes.
I found this Invoice Tracker Template few date back, it is very helpful to me, But there is one problem, in my excel date format is 31.07.2017 and in a template, a format is different which is 03-Oct-2017. is there any way to change the format in a template, I tried to change it but couldn’t. In my excel also I tried to change format but I couldn’t. please help..
Thank you.
If you want to try changing the display format, please press ctrl+1 and change the number format there. What format of data entry is considered as date, depends on the country/region of Excel.
If there are further questions, please send screenshots of how it appears in your screen, mention what format you type, and also email the file to support@indzara.com
Best wishes.
thank you for the solution but it did not help, I have written you on mail and send file also but did not get any reply, please help…I want to you this template for my office work coz it is made exactly like my requirements.
You are welcome. I have replied to your email.
Best wishes.
Hi IND zara : Thanks for this great template…i am running a small startup and i found this template very useful But I want to track my purchase invoices as well.
We are a service outsourcing company we do not have any inventory.
Kindly Also Suggest something for Salary sheet, Salary slip and salary & Reimbursement Expenses monitoring or Tracking template.
I also want to know the answer of Same question.
If the question is on tracking purchase invoices, we can replace Customer with Supplier name and then use to track purchase invoices. Please let me know if that does not address your question.
Best wishes.
Thank you.
In this template, we can replace Customer with Supplier name and then use to track purchase invoices. Please let me know if that does not address your question.
I don’t have any template for salary tracking yet. Sorry.
Best wishes.
Hi
Good day.
Your templates are very nice and helpful.
I have downloaded Invoice Tracker Template for Small Businesses – Free Download and it is not working completely. The green colored columns are not working.
How it will work. Kindly help me.
Thanks
Thanks for feedback.
Please specify Excel version and Operating system you are using. Please email file with data to support@indzara.com
Best wishes.
Hi indzara please send me link to manufacture buisness inventory
Please see the free https://indzara.com/2016/08/free-manufacturing-inventory-tracker/ and the premium https://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/ with more features.
Best wishes.
Hi!
thanks this is great assistance to us the least developed economies. I am going to try it out. May the almighty bless you. Your prices are fair but still out of reach for some. but thank you.for the free packages. Your free courses are also very excellent. I have heard the intro. and think the rest is likewise.
thanks for this template, it really help me to monitoring our Invoice
Hi,
Thank you for this template, but I have question how can I add other currency in addition to US Dollars, because I treat with customers from different countries they paid with different currency.
Hello, the template works perfectly the only problem I have is the slicers.
“this represents a table slicer. The table slicers are supported in excel or Later.
If the shape was modified in an earlier version of”
Any suggestions?
Thank you!!
Please how do define Tbl_Percentage in your school report card template?
Please see name manager where we define a range of cells with this name Tbl_Percentage. The cells are in hidden sheet. Best wishes.
hi.. If i received the Due amount how to update that. Example total invoice amount is $15000 and on 3/15/2017 i received $10000 and later on i have received $5000 on 4/10/2017 how to update the due amount
Appreciate your help on this
Thanks in Advance
Please update the Paid Amount column with the total paid so far. The Due amount will be automatically calculated.
Best wishes.
but it comes with different date and different cheque number for that how we can add in same column
The template is designed to hold only one row per invoice. After entering the total paid amount in the Paid Amount column, you can add the information about multiple payments in a new column. Adding columns is very easy. Just type any field name in cell K14.
Best wishes.
Hi Indzara lovely idea and great optimization.
Can you please explain how you created slicers without Pivot tables and how does names auto populate in slicer tables without refresing?
Indzara – this is a great spreadsheet!
If only I had found it earlier it would have saved me a lot of time and trouble. It’s so simple. Thankyou.
I’ll definitely recommend it to other small businesses I know.
Many Thanks and Best Wishes.
Thank you so much for the feedback. I am very glad to hear that it is useful. Best wishes.
I have products with different tax rate – some with 6% and some with 13,5%. i want to show total of both in invoice with ‘tax rate ‘ in front of each material. How can i do it.
I am sorry. I am not following your question. This template does not display the invoice. This is used only to calculate the due amounts.
Best wishes.
I am using MS office Professional Plus 2010. Everything works great except for the slicer. Can you please fix this for me.
The message it shows says that if the slicer has been created in Excel 2007 or an earlier only then it can be used.
I am using MS office 2010. I can email you the file so that you can fix it for me.
Thanks for trying the template. The slicer applied directly on the Excel table is compatible only with Excel 2013 and later. It would require some modifications and redesign to make it compatible with older Excel versions. I am sorry I am tied up with other projects right now.
Best wishes.
Hi Indzara, great templates. Thank you. I have a problem with invoice tracker – the slicers are not working – only message showing saying it cannot be used. Also , status is showing current even for the invoices 3 months old and the column with past due age doesn’t show anything. Any suggestions?
Kat
Please let me know the version of Excel you are using. Also, please email me the file to indzara at gmail. I will be glad to review the file and get back to you. Thanks. Best wishes.
Hi there, love your template! Just wondering if there is a way to link the Sales Invoice to the Invoice Tracker easily so the Tracker will auto-populate from the Sales data. Any information would be appreciated!
Thank you. For retail business, please see Retail Business Manager Excel template. https://indzara.com/product/retail-business-manager-excel-template/ It allows entering orders and the invoice/accounting/reporting are automated. Please let me know if there are any questions. Best wishes.