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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 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.

Artist Receipt

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Artist Receipt

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 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

Packing Slip Form was created by modifying the default sales invoice template that shipped with 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.

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Psychologist Billing Format

If you are a Psychologist, whether Clinical or counseling, this template will work for you. It is designed as a progressive work / job and payment statement. With this understanding, Psychologist Billing Format is also suitable for creating statements and bills for other business types with small modifications, such as large projects that should be done and get paid in several phases; cleaning service or lawn care service that should be done regularly, or freelance service rendered in multiple times - in these cases, the "Patient" section could be replaced with something like "Project Description", "Job Description" or "Service Description" etc.

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:

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.

Production Assistant Bill Sample

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Video Production Invoice

This template defines all the required fields of a valid invoice on the spreadsheet form, such as your own business information, "invoice#" and "invoice date", a "Bill To" section, payment term, tax and totals. There are also 2 special fields that don't appear on general invoices - "Requisition #" and "Work Order #". They are two custom fields defined in the "InvHdr" database table.

Invoicing Format for HVAC Service

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A C invoice template

This is a service invoice template, featuring a "Bill To" section and a "Service Location" section that allow you to enter different billing address and the location to perform the HVAC service. In the detail section, there are two parts, just like the parts and labor invoice form. The parts and labor could have different tax rates. On the bottom of the form, the "TOTAL AMOUNT PAYABLE" field calculates the grand total from both the parts and labor sections using a simple Excel formula like this:

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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PayPal Payment Button Using Custom Image

You can easily add the PayPal payment button to the templates available here on InvoicingTemplate.com, by simply clicking "Add / Update PayPal Button" on the "Invoice" ribbon tab. The default button is one of the standard PayPal payment images, which might look familiar to many people who do online transactions frequently.

For steps on adding the PayPal payment button to your invoices and bills, see PDF Invoice with PayPal Button.

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, Uniform Invoice Software could help you on processing your invoices.

Australian GST Invoice Template (2)

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Australian GST Billing Form (2)

We do the above steps for the second line on the invoice body. In the "Format Values where this formula is true" box, enter the formula "=AND(P21<>0, Q21=0)".

Standard Business Invoicing Template with Oval Button

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Standard Business Invoicing Template with Oval Button

With Uniform Invoice Software version 5 (UIS), we use a new way (through Uniform Invoice Software Helper add-in macro) to capture and relay the clicks events occurred on the Excel form. By using this method, we are no longer relying on ActiveX buttons that were used since Excel Invoice Manager (August 1, 2005). Instead, all shapes objects in Excel that can have a macro assign to could be used as a button. We've already have several samples that explains the new features of the standard invoice template released with UIS, such as c5094 UIS version 5 Standard Invoice Template and Shortcut Keys, which introduces the layout features and shortcut keys assigned to each button; and c6025 Standard Invoicing Template with EAN, which shows you how to add an EAN column to the default form design by using custom fields (i.e. user-defined fields). See Standard Invoicing Templates for more samples on this topic.

Proforma (2nd Sample of Customization)

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Proforma Invoicing Form

This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.

Editable Bill Sample for Furniture and Appliances

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Fillable Billing Template for Furniture and Appliances

The idea to remove the "Taxable" boxes is that for many business entities either all the invoiced items are taxable, or all are not taxable (or tax-exempt). In such situation showing the "Taxable" boxes on the printable form is not necessary and redundant, as the boxes occupy editable Description space on the form. With the removal of the "Taxable" options, we also modify the Excel formula assigned to the fields that calculates taxes. So in this version, taxes are calculated based "oknSubtotal", but not "oknLineTotalTaxable".

Spin Button to Add or Subtract One

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Spin Button to Add or Subtract One

The spin button is used to add one or subtract one from a number. It is suitable for adjustment integral numbers in a small range. If your products are always sold in a whole part and thus don't use the decimal part in the "Quantity" field, a spin button could be applied. For example, in the invoice templates based on hours and rates, where the decimal part could appear on the number of hours, a spin button is not suitable. On the other hand, in a hotel receipt template where the number of guests is always an integral number that changes in a small range, a spin number is suitable for the situation.