Small business paperwork

Invoice Tracker and Aged Debt Spreadsheet

Every invoice raised, what has been paid against it, and how many days overdue the rest is — with the aged debt split that tells you who to chase first.

Download the spreadsheet · 17 kB

.xlsx · 2 tabs · opens in Excel, LibreOffice, Numbers and Google Sheets · no sign-up

What it works out for you

The due date from your own payment terms in days
Outstanding balance per invoice, after part payments
Days overdue, counted from today
Aged debt split — current, 1–30, 31–60 and over 60 days

Who it is for

Anyone who invoices and is tired of finding out about a late payment by accident.

What is inside

2 tabs: Read me, Invoices. The first is a Read me that explains the file in plain words and says what it deliberately does not contain.

Cells come in two colours. Cream cells are yours to fill in. Grey cells work themselves out — leave them alone unless you want to change the sum, in which case go ahead, nothing is locked.

It opens blank, and that is correct

This is an empty workbook, so every grey cell is empty until there is something to work from. Type into two or three cream cells and the grey ones beside them fill in straight away. If you download it, open it and see nothing but headings, nothing has gone wrong — the sheet simply has no figures yet.

One thing worth knowing: a file preview — in Google Drive, in a phone’s file browser, in Windows Explorer — often shows calculated cells as blank even after you have filled the sheet in, because a preview does not run formulas. Open the file properly in Excel, Numbers, LibreOffice or Google Sheets and the figures appear.

Amounts and figures

Amounts are plain numbers with no currency symbol, so the same file suits any country. Format the column as your own currency if you would rather see one. There are no rates, intervals or targets of ours anywhere in the file — every figure of that kind is a cell waiting for the one that applies to you.

The printable versions

The same job on paper, for a folder or a clipboard. Free PDFs, A4 and US Letter.

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.

IM-07 1 page

Invoice Sheet

Write an invoice by hand when you need one, in a layout that leaves room for whatever your country requires rather than assuming a set of fields.

IM-01 1 page

Sales Record Sheet

Keep one line per sale as it happens, with the payment recorded beside it, so the month adds up from something written on the day.

IM-06 1 page

Questions

Is it really free?

Yes. No sign-up, no email address, no trial. Download it, use it, change it, keep it. The site is paid for by advertising elsewhere on it, not by this file.

Will it work in Google Sheets?

Yes. Google Drive → New → File upload → pick the file, then open it with Google Sheets. Every formula is deliberately a plain one, so nothing breaks in the move.

Does it work in Excel, LibreOffice or Numbers?

Yes. It is an ordinary .xlsx file with no macros and no add-ins. Anything that opens spreadsheets will open it.

Can I change the formulas?

Please do. Nothing is locked or password protected, and the formulas are ordinary ones you can read. If your situation needs a different sum, change the sum.

Are there any figures built into it?

No rates, intervals, targets or thresholds of ours. Where a figure like that is needed there is a cell for you to enter your own, taken from your handbook, lender, insurer or tax authority. We do not know your circumstances and will not guess at them.