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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

Whether you're a freelance translator or interpreter, or you're running a small business offering translating service, it is import to receive payment timely. A professionally designed receipt (invoice) helps. You don't need an expensive accounting or book keeping software program for that. A free and simple spreadsheet sheet template like this one produces elegant results too.

Boutique Bill Sample

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Boutique Invoice Template

If you are a manufacturer instead of a shop, you may like to take a look at cm003 Clothing Store (Manufacturer) Invoice with Size Breakdown and cm005 Clothing Store (Manufacturer) Invoice Template with Discount Percentage. Another example here on InvoicingTemplate.com includes item pick-up buttons, which could be found at cm004 Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons.

Appraisal Invoice Template

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Appraiser Billing Form

For example, for real estate appraisers in the California, you can find more information about state licensing and certification on California Bureau of Real Estate Appraisers.

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.

Turkish Invoice

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Turkish Invoice

The text labels outside of the printable area remain in English. All the normal program Windows, such as "Customer Edit" and "Invoice Edit" windows, are also in English too. For more information on doing business in Turkey, feel free to visit Doing Business in Turkey (PDF).

Television Service

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Television Service Billing Template

On the bottom of the detail section, an Excel text box, namely "oknWidget_msg1" is added, which shows text " * NOTICE: By signing below you are confirming that the installation was done to your satisfaction. You also acknowledge all cabling that was installed now belongs to you and is not the responsibility of our company either now or in the future." Another text box underneath it is a placeholder for your "TERMS OF AGREEMENT", which you should fill in before creating your own invoices.

Packing List Template

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Packing Slip Form

The free Packing List Template is provided in Excel spreadsheet format, and like all the other templates on here on InvoicingTemplate.com, it is created by modifying the default invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) setup program, which make it works seamlessly with Invoice Manager for Excel (namely Uniform Invoice Software). The packing slip template is designed to look professional and classic. The spreadsheet automatically calculates weight totals. The template has fields for Packing List Number, Shipping Date, Customer ID, Ship To Address, Payment Terms, Shipping Method, and for each shipped product, you can detail the Product #, Description and Quantity. On the bottom of the form, there is also a notes field that allows you to enter any comments regarding the order and shipment.

Spanish Invoice Template

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Spanish Billing Form

Invoice Manager for Excel uses names to identify the purpose of objects. For example, the "Save to DB" is named "oknCmdSave", and the "Save As New Customer" button is named "oknCmdSaveAsNewCustomer". All fields that should be saved to database are also named.

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 Invoice Template

Except the "Current Balance" column, which is in fact the "Line total" column in the default invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), all the other columns are manually fillable when you create an invoice. The calculation of "Current Balance" is done by "Charge - Payments - Insurance Payments" using Excel formulas. As you can see, we completely redefined the calculation method of the "Current Balance" or "Line total" cells, without breaking or modifying Invoice Manager for Excel (namely Uniform Invoice Software), which is our invoicing software that processes tasks like saving invoices, auto-generation of invoice numbers, tracking customers etc. Even in complex accounting / invoicing systems on the market, this level of flexibility could hardly be found. Invoice Manager for Excel (namely Uniform Invoice Software) archived this easily because it uses Excel spreadsheets as its front end.

Wholesale Produce Distributor Invoice

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Wholesale Produce Distributor Invoice Template

Next to that are the "Bill To" and "Ship To" sections. Next to that, the cell named "oknShipVia" is changed to an integral numeric indicating the number of days between the invoice date and the shipping date. For example, if you enter "3" in the "oknShipVia" cell, and the invoice date is July-5-2017, the shipping date will be July-8-2017, which is calculated automatically using the following Excel formula:

Makeup Artist Invoice Template

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Makeup Artist Billing Form

This template is created based on c2004 Service Invoice with Payment Advice in the service invoice templates category. In this new design, the payment advice is still there located near the "Bill To" section. In fact, c2040 and c2004 has exactly the same number of database fields, and the field layouts are similar too. But the two forms look very different at first glance. If you are a freelancer offering the service, or running a small business in this industry, this might be the form you like. Visit our creative invoice template (c2039) for more design ideas.

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A C invoice template

Download this free printable HVAC invoicing sample in Microsoft Excel format to bill your service of heating, ventilation and air conditioning. A free PDF form is also downloadable.

Proforma Invoice with Printable Earth Map Background

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Pro-Forma Invoice with Printable Earth Map Background

This sample, Proforma Invoice with Printable Earth Map Background, is based on c7014 Proforma Invoice Template (4th Sample, Landscape Page Orientation). This new version differs from the original one in that we've released all unnecessary button from the invoice form, replaced all ActiveX "Taxable" checkboxes with form controls, etc. However the most noticeable change is that we've add an earth map background image to the printable form (it will also be included in the auto-generated PDF proforma invoices too). Again, each of our template on InvoicingTemplate.com includes a PDF invoice template. Feel free to visit our PDF invoice templates to find out more invoice samples.

PayPal Payment Button Using Custom Image

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Excel Invoice with PayPal Payment Button Using Custom Image

If you prefer to make your invoices differ from others, like to make your business stands out from the generals, you are free to replace the default image with your own, just like you can easily replace the default logo image we used on many of our forms, by using just the built-in tools provided by Microsoft Excel.

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

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

This is a free basic service template that includes only general fields common and required to almost all invoices. The blank invoicing form contains no sample data. It calculates two taxes automatically using Excel formulas.

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Australian GST Billing Form (2)

Australian GST Invoice Template (2) generally has the same layout as Australian GST Invoice Template (2). The most important difference is that it shows a 0 (zero) if the item is not taxable. This requirements sounds not special, but in fact conflicts with one global options we set for almost all invoice templates available on InvoicingTemplate.com - to simply the output invoices, we choose not to shown zero values on the entire invoice form.

To create the conditional formatting for the GST Amount cells in Excel 2013, here are the steps to follow.

Standard Business Invoicing Template with Oval Button

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Standard Business Invoicing Format with Oval Button

Both the buttons existing InvoicingTemplate.com templates, and those converted by UIS 5, are all traditional rectangle buttons. As mentioned before in this article, any shape objects could be used as a button if the shape object could have a macro assign to. In this sample, we change the "Save As New Customer", "View Customer Info." and "Same As Bill To" button to oval buttons. Although this is an advanced customization technique, you can do it yourself if you follow the steps carefully. In this tutorial, we'll use Microsoft Excel 2013.

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Proforma Invoicing Form

With the first sample on how to customize the proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template. This second sample of customizing the pro forma invoicing template will be focused on how to enter your company information and replace the default "InvoicingTemplates" logo image.