Get Invoice Tracker Excel Template

The Invoice Tracker Excel Template is an essential tool for managing your invoices efficiently. This guide will provide clear instructions on how to fill out each section, ensuring accurate tracking of payments and outstanding amounts.

Follow the steps to complete your Invoice Tracker template with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Invoice #' section, enter a unique identifier for each invoice. This can be a sequential number or a reference code that makes sense for your records.
3. In the 'Date' field, input the date the invoice was issued. Utilize the date format MM/DD/YYYY for consistency.
4. Moving to the 'Customer Name' section, specify the name of the individual or organization the invoice is directed to. Ensure correct spelling to maintain clear records.
5. In the 'Total' field, record the total amount due for each invoice. Use the currency symbol as needed and ensure accuracy in calculations.
6. For 'Payment Due', enter the due date when payment is expected. Similar to the invoice date, use the format MM/DD/YYYY.
7. Fill in the 'Amount' section with the payment received for each invoice. This will help track the total paid against the amount billed.
8. In the 'Late Fee' section, include any applicable late fees for overdue payments. This helps in maintaining transparency with your clients.
9. In 'Total Paid', record the cumulative total of payments received. This helps monitor the overall receivables accurately.
10. Enter the 'Date Paid' to specify when each payment was received, using the same date format as previously mentioned.
11. Finally, evaluate the 'Outstanding' section, which automatically calculates the remaining balance for each invoice by subtracting the total paid from the total amount.
12. Once all information is accurately entered, ensure to save changes. You can also download, print, or share the completed Invoice Tracker template.

Start filling out your Invoice Tracker online today for better invoice management.