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Summary

invoice tracking

What is invoice tracker? It is a system that monitor your accounts receivable, tracking invoice balances and logging payments. It is also called invoice record keeping template or invoice register / management template.

All templates downloadable here on InvoicingTemplate.com are invoice forms, but Invoice Manager for Excel (namely Uniform Invoice Software) offers advanced invoice tracking and logging functionalities beyond what an Excel-based invoice tracking template could do.

  • Detailed payment logs. Each payment is logged with detailed information, including the invoice number, paid date, payment method (online payment, credit card or check etc.), reference#, and there is also a "Notes" field allowing you to record additional information about the payment.
  • Tracking invoices easily. Simply click the "Invoices" button, a list of all invoices and balances marked with different colors that indicate the status of each invoices (pending, paid, voided). You can also add / hide columns by clicking the "Columns" button on the toolbar, or filter the visible rows by using the search bar.
  • Accounts receivable at a glance. Clicking the "Customers" button to show a list of all customer accounts and their amount dues. Again if you have a large number of clients locating a particular one is easy with the search bar.
  • Customer Statement report. Specify the starting and ending date to generate statements for a client, which shows the history of invoices and payments.
  • Payment reports. Specify the date range to generate the payment history sheet.

There is a lot more UIS could do for you. Download the trial version to see how it works for you. If you are still interesting in a pure-Excel invoice tracking template, you can find one on Microsoft web site.

Here are our templates closely related to Invoice Tracking Template.

Translation Service Receipt

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Translation Receipt Template

Designed for translators and interpreters. Create professional and attractive receipt / invoice with our editable translation service receipt template in Excel spreadsheet format. Print offline hard copies, or send PDF / image invoices electronically using email (UIS required).

Boutique Bill Sample

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Boutique Invoice Template

The basic template of this form design is c6001 Clothing Shop Receipt. Despite the posh models on the background, we also changed a number of things in this new spreadsheet, which gives the form a completely new look and feel. For example, by applying the "Aspect" color theme, the form now shows warm colors.

Appraisal Invoice Template

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Appraiser Billing Form

This is a project-based contractor invoice Template. It does not calculate totals but offers a manually editable "Total" field on the bottom of the printable sheet. There are also fields for "Amount Received" and "Total Due". This makes the form suitable for progress and partial payment. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, our invoicing software automatically tracking payments and invoices, so that you'll never need to do that manually.

Artist Receipt

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Artist Bill of Sale

Whether you are a freelance artist or running a business, this artist receipt template helps you create receipt or bill with an editable Excel spreadsheet form. A PDF sample generated from the template is also provided, which can be downloaded for free from the top of this page.

Television Service

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Television Service

The "Bill To" section inside the printable section works in a different way than most templates here on InvoicingTemplate.com. All fields in this section are locked, which means they are not manually fillable on creating invoices once the sheet is protected.

Packing List Template

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Packing List Template

Packing Slip Form was created by modifying the default sales invoice template that shipped with Invoice Manager for Excel (namely Uniform Invoice Software); you can still customize it to meet your business requirements and corporate style. It is easy to do with Microsoft Excel. For example, to change the background / pattern of a text label, you can just right-click the cell and then choose Format Cells, and then choose the background or pattern from the dialog box.

Spanish Invoice Template

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Spanish Invoice Template
  1. First backup your template.
  2. Open the template.
  3. Push down the "Design Mode" button on the "Invoice" ribbon tab.
  4. Click the text you want to modify.
  5. Edit the text.
  6. Once done, exit design mode.
  7. Save the template.

A text box is added to the bottom of the invoice form. It shows terms and conditions:

Psychologist Invoice Template

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Psychologist Billing Format

This free invoice template designed for psychological services features a "Bill To" section, a separate "Patient" section, and 6 columns - "Date", "Service", "Charges", "Payments", "Insurance Payments", "Current Balance".

Wholesale Produce Distributor Invoice

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Wholesale Produce Distributor Invoice

This template has basically the same fields as the default template included in the installer program of Invoice Manager for Excel (namely Uniform Invoice Software). For example, on the top of the form, you'll first find the logo image, company details for your wholesale produce distributor business on the left portion. On the right-side, there are invoice#, invoice date and customer#.

So in this form design the "Payment Term" cell accepts an integral numeric value only.

Makeup Artist Invoice Template

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Makeup Artist Billing Form

Secondly, this template uses a warm color style that differs from most templates here on InvoicingTemplate.com. Invoices and bills are business documents so they must be valid and accurate on the first place. But this template tried something different, and the effect is interesting.

Advertising Agency Invoice Template

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ad agency bill format

You can use this free template to create beautiful and professional invoices as easy as fill in a blank paper form. With Microsoft Excel installed, the template is printable, and you can also choose to generate PDF invoices and then send it using email as an electronic invoice.

Invoicing Format for HVAC Service

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A C invoice template

The "Invoice" ribbon is created by Invoice Manager for Excel (namely Uniform Invoice Software) (UIS) - i.e. you have to install UIS in order to have Excel show the ribbon tab. This ribbon tab provides global commands, that are available to all the worksheets in the Excel spreadsheet template, such as "Customers", "Products", "Invoices", "Reports", "Settings" and "Help"; there are also shortcut to commands that affect the working mode the invoicing form, such as "Hide Task Pane", "Disable On-sheet Picker", "Design Mode", "Replace Logo Image", "Add / Update PayPal Button", etc.

Proforma Invoice with Printable Earth Map Background

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Pro-Forma Invoice with Printable Earth Map Background

However as your business grows fast, so your data do. Excel is not a tool designed to manage large amount of data in a safe and organized way. The tool designed for this purpose is a database system. So we designed Invoice Manager for Excel (namely Uniform Invoice Software), which is originally named Excel Invoice Manager, and by connecting a front-end Excel invoicing template with backend database, Invoice Manager for Excel (namely Uniform Invoice Software) is not only be able to provided simple features like automated invoice numbering, but also the ability to manage customer accounts, invoicing items, invoices and payments.

PayPal Payment Button Using Custom Image

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PayPal Payment Button Using Custom Image
  1. Backup your template. You can do so in Windows Explorer by copying the file.
  2. Open the template as usual.
  3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab. This ribbon tab is created by our invoicing / billing software (UIS) is visible only when you open an invoice or receipt template (as the samples hosted here on InvoicingTemplate.com). It does not show when you open a general Excel spreadsheet / workbook file.
  4. Click the "Add / Update PayPal Button" on the ribbon.
  5. On the "PayPal Payments" dialog box, fill in your PayPal account email address.
  6. Set any other options / preferences as need. Click the "Add / Update PayPal Button" command near the bottom of the dialog box. This adds the default button to the Excel worksheet, with the standard button image provided by PayPal. Visit PayPal buttons, logos, and marks to find out more.
  7. Right-click on the image and choose "Change Picture" from the shortcut menu. The "Insert Pictures" dialog box appears.
  8. Click the "Browse" link on the "From a file" section, or search for online image using a search engine like Google or Bing. In this example, for the purpose of demonstration, we just use another standard image provided by PayPal.
  9. Note that when the picture is selected, Excel shows a "Picture Tools / Format" ribbon tab, where you can find tools like "Remove Background", "Corrections" (adjustment tools for sharpen, soften, brightness and contrast), color tools like "Color Saturation", "Color Tone" and "Recolor", a group of "Artistic Effects", and many more. By using these tools, you can easily change the appearance of the image / picture.
  10. Exit design mode by clicking the "Design Mode" button on Excel "Invoice" ribbon.
  11. Save the template by clicking the Save button on Excel quick access toolbar.

Basic Blank Service Bill Format (Two-taxes, Long Description)

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Basic Blank Service Bill Layout (Two-taxes, Long Description)

As a general and basic service invoice template, it could be used by many service businesses. There are many different types of service businesses. A service business is a business that sells services directly to consumers or other businesses. The service sector is active all over the world, and many people have interactions with such businesses on a daily basis. Companies can also have subdivisions that offer services; a computer company, for example, may have a service arm that provides support to its users. Services are intangible in nature, only appearing when required by the consumer, which makes the nature of this type of business very different from that of others. Some examples include the hospitality sector, consulting, appliance repair, computer support, health care, utilities, business services, real estate, legal services, and education. In all of these cases, people are being provided with a service, not a product, whether they are receiving treatment for a medical problem or learning in an elementary school classroom. At InvoicingTemplate.com, the two main categories of our invoicing templates are Sales Invoicing Template and Service Invoicing Template. The major difference between the two categories is that the invoice templates in the "Sales" category contains a "Shipping Address" section. No matter what service business you are in, Invoice Manager for Excel (namely Uniform Invoice Software) could help you on processing your invoices.

Australian GST Invoice Template (2)

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Australian GST Billing Form (2)

Note: a revised version of this template could be found at ABN Tax Invoice Template.

As detailed on the Australian Taxation Office web site, the invoice layout should include sufficient information to ascertain:

Standard Business Invoicing Template with Oval Button

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Standard Business Invoicing Template with Oval Button

With this customized version of the standard business invoicing format, a new business image is also add to the top of the form. This is a background image, which is shown only on printed invoices and bills, or UIS-generated business invoices. This image shows a team of business people. The image / picture is adjusted to 35% opacity globally, and also has a gradient opacity from the top to bottom applied using Adobe Photoshop.

Proforma (2nd Sample of Customization)

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Proforma (2nd Sample of Customization)

The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.