Sales Invoice Tracker
Track invoices, customers, and line items with automated calculations and lookups.
This invoice tracker centralizes your billing operations across multiple sheets: customer database with company details, master invoice records with dates and tax rates, and itemized line items for each invoice. It uses VLOOKUP and formulas to link customers to invoices automatically, calculate totals with tax, and reduce manual data entry errors.
Ideal for small businesses, freelancers, and service providers who need to organize invoicing without complex accounting software. Manage customer contact information, track invoice status, and generate records for accounting and cash flow analysis all in one workbook.
What's inside
- Customer lookup linked to invoice records
- Automated tax calculation with SUMIF formulas
- Line-item detail tracking per invoice
- Pre-populated invoice dates with TODAY() function
- Company contact information stored centrally
- Invoice numbering and organization
Download this template
.xlsx · 5 sheets · included with lifetime access
More in Invoicing & Billing
Account Payable V12
Track purchase orders, supplier payments, and aging analysis with automated reconciliation.
- PO log with issue dates and supplier tracking
- Payment terms configuration with flexible day calculations
- AP aging chart showing not-due vs. overdue amounts
Account Receivable V12
Track invoices, customers, and payment aging to manage outstanding receivables efficiently.
- Invoice log with date and amount tracking
- Payment terms configuration by customer
- Automatic AR aging calculation by due date
Account Statement Template
Professional account statement with configurable company details and conditional formatting for billing.
- Centralized settings sheet for company details
- Conditional display of company information
- Pre-formatted statement layout
Accounting Service Invoice (US)
Professional invoice template for service-based accounting firms with automatic calculations and company branding.
- Company name branding area
- Itemized service lines
- Automatic SUM calculations