Invoice Tracker - Payments Tracker - Small Business Invoice Manager - Google Sheets Template
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- Опубликовано: 23 авг 2024
- This Invoice Tracker / Invoice Manager allows you to add a list of all your Clients, assign Invoices to those Clients and then register Transactions to mark those Invoices as PAID.
You can use this link to purchase the template: thinklikeagirl...
If you want to watch a longer, more detailed, video you can do that here:
• Invoice Tracker - Invo...
Track invoices for the entire year in a single spreadsheet. This template will give you full visibility of UNPAID invoices, so you can take action and follow up with your clients.
Hi, I'm creating a order tracker in google sheets. I noticed in your sheet when the invoice is paid the status changed. I would love that function on my sheet. Can you guide me as what function that is?
Update: think I have it. Under Conditional formating. 😁
Hi! I used the IFS formula to check if the amount due and balance are the same. Depending on the situation I change the text and depending on the text I use conditional formatting to highlight with different colors. I hope this helps! 😊👩🏻💻
@@thinklikeagirlboss Thank you!!!
Thanks!
You're awesome thank you so much!! 😊👩🏻💻✨
Invoice tracker is so good! But I wish there was a Purchase order tab, because I need to take care of my purchases too 🙂
Hi! What I've seen people do is create a second blank copy of the file and use that one for invoices they have to pay (one file for purchases, one file for clients) 😊👩🏻💻✨
@@thinklikeagirlboss Good idea🙂. I will give it a try. Thanks!
@@thinklikeagirlboss Hi i issued an invoice on the 8th of February and the due date for payment should be on the 9th March. However when i try to give the due date in the future an error is popping up. Is there a way to adjust this please?
Would you mind sending me an email to hello@thinklikeagirlboss.com? I have a version I can send you with 4 extra columns so you could use one to keep an additional date 👩💻✨
Hi is the email correct? The email address provided is not valid
I want to add my purchase details also and profit and loss statement by month wise and yearly....so please provide this to me
Hi! I am not offering customizations at the moment, I'm sorry! 👩🏻💻✨
How do you create a date filter that sums up only that range. Example: customers from May 1-May and these date automatically tally revenue into the following 3 categories 10 check amount, cash amount, credit card amount.
Hi! I didn't add a feature like that, I'm sorry! If you would like to implement something like that you could create an extra tab and use either the FILTER or QUERY formula 😊👩🏻💻✨
Hi, is it possible to change the currency from USD to a different currency or is it fixed only in USS?
Hi! To change the currency in Google Sheets you can select groups of cells you want to change and then click on FORMAT -> NUMBER. Then you can choose either CURRENCY and select a country or you can choose CUSTOM CURRENCY and then have more flexibility over how you want your numbers to look 😊
If you have any issues along the way you can contact me and I'll help you 😊👩💻✨ (email or Etsy because I don't always get the RUclips notifications)
@@thinklikeagirlboss Thank you so much for your response. You're providing great support for business owners.
I'm so happy you think that!! thank you so much!! 😊👩🏻💻✨
Does this actually have a invoice-BIll creator so you can send to your clients?
Hi! It's just a tracker, it doesn't have that feature I'm sorry! 👩💻✨
Hey there, Im not able to purchase your invoice tracker. It says my card details are incorrect where as I've double checked and it is correct.
Hi! Could you please message me on Etsy! 😊👩💻
What if my invoice is 2,000 and then there's a fee that will be deducted in that invoice let's say 500. How can I input that in the this sheet you created?
Hi! Right now you would have to set the amount due to 1,500 directly. I could also look into adding an extra column for discounts 😊
Hi, is it possible to have multiple currencies and used for purchases and trade payables
Hi! I don't have a feature to work in multiple currencies, I'm sorry! For purchases I know some users create a second copy of the template and use one for their own clients and the second one for their own purchases 😊👩🏻💻✨ I hope this helps!
Do you have an Excel version of this Tracker/Manager?
Hi! I only have the Google Sheets version available, I'm sorry! 👩💻✨
@@thinklikeagirlboss No worries...nice work with what you've created on Google Sheets.
Thank you so much! 😊👩💻✨
can it change the currency?
Hi! To change the currency you can select groups of cells you want to change and then click on FORMAT -> NUMBER then you can choose either CURRENCY and select a country or you can choose CUSTOM CURRENCY and then have more flexibility over how you want your numbers to look 😊
If you run into any issues you can email me to hello@thinklikeagirlboss.com and I can help you do it 😊👩🏻💻✨
Hi Can I have your email? I have some questions before purchasing the templete :)
I cant message you on etsy. I dont know why :(
Hi! Sure! thinklikeagirlboss@gmail.com 😊👩💻✨
@@thinklikeagirlboss i already sent you on etsy haha, i bought this right now