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Invoicing and money · IM-07

Invoice and Payment Tracker

A free printable tracker for money owed — invoice, date sent, due date, two chase columns, date paid and what is still outstanding.

First page of the Invoice and Payment Tracker — See at a glance which invoices are out, which are late and when each was last chased, which is the information that actually gets invoices paid.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

See at a glance which invoices are out, which are late and when each was last chased, which is the information that actually gets invoices paid.

Who it is for

Sole traders, freelancers, small contractors and anyone who invoices and then waits.

How to use it

  1. Add the row the day you send the invoice.
  2. Date each chase in the columns provided — 'I think I rang them' is not a record.
  3. Total the outstanding column when you review it, and write the date.
  4. Keep paid rows on the sheet; the history tells you who pays slowly.

What is on the sheet

One page, top to bottom:

Printed under the title: Which invoices are out, which are overdue, and when each one was last chased.

Chasing is a column, not a mood. Most small businesses are not owed money because customers refuse to pay; they are owed money because nobody is keeping a list. The chase columns are the point of this sheet.

Write-on lines: Business · Sheet started · Sheet

Table, 12 rows: Invoice · Date sent · Customer · Amount · Due · Chased 1 · Chased 2 · Paid on · Amount received · Still owed

Write-on lines: Total outstanding at this date · Date

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Also in the resources library

The same subject, with a version you can fill in on screen.

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