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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.

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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).

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Boutique Invoice Template

If you have more than a few invoices / bills to create in each month, it is highly recommended to install Uniform Invoice Software (UIS), which is our desktop invoicing software program that supports all the free invoice templates available here on InvoicingTemplate.com. By installing UIS, this simple pure-Excel boutique bill sample becomes a powerful and flexible boutique invoicing program, enabling features like automatic invoice numbering, tracking invoices and payments, etc.

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Appraisal Invoice Template

This is also true for jewelry appraiser. If you're an independent jewelry appraiser, it is important for you to gain experience from on-the-job training, and to earn an appraisal certification or even earn a gemologist designation from the Gemological Institute of America is also important to your business. If you have such a certificate or qualification, show it on your appraisal invoices.

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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:

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Advertising Agency Invoice Template

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Once the invoice spreadsheet is unprotected, it's straightforward to enter your own company information. Simply click a text label such as "Your Company Name", and then start typing in your own text. In the sample template that you can download here, we replace the placeholder text labels with our own company name.