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Invoice Tracker 2023 – Free Google Sheet Template

Free Invoice Tracker Google Sheet Template

This Google Sheet is developed as a solution to keep track of the sales invoices and payments made by customers in one place. You can enter payments made by customers and let the template calculate outstanding balance amounts. 

This template is designed for Google sheets, but if you are looking for an Excel template, please visit Invoice Tracker

Invoice Tracker Template – Summary Metrics – Dashboard View

Benefits of Invoice Tracker Template

Free Google Sheets

How to Use the Invoice Tracker Google Sheets Template

Step 1: Make a Copy of the sheet

Click on the link above and then make a copy of the sheet as shown in the screenshot below.

Make a copy

You can save the copy in your own google drive for your use. You can then share the copy with your colleagues to collaborate as needed.

Step 2: Enter Input Data


Invoice Data Entered in Invoice Tracker Google Sheet Template
Calculated Columns in Invoice Tracker

Outstanding Amount: This is calculated as Invoice Amount – Paid Amount

Status: There are five possible values for Status.

Note: Error rows are not used in calculation of metrics. 

Rows with errors will be highlighted with a red Background color for your assistance.

Error Validations – Invoice Tracker – Missing Due Date

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.

Step 3: View results in 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.

Invoice Tracker Template – Summary Metrics – Dashboard View

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.

Invoice Tracker Spreadsheet – Current Invoices and Invoice Amount

Past Due Invoices:

Past Due Invoices and A/R Aging Report

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:

Expecting Payments in Next 7 and Next 30 days

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 Slicers provided.

Slicers allow filtering of Table and calculated metrics

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.

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