See the article Simple Invoicing to learn how to organize your invoice templates and track invoice numbers. How to Number Invoices and Organize Files The aging report is created using SUMIF formulas based on the Due Date. The font colors in the data table are changed automatically using conditional formatting rules. Track the status of the invoice ("Draft", "Sent", "Partial", "Paid", "Closed").Start listing your invoices in the data table.Delete the sample set of data from the cells with the gray borders.List your clients' information in the Customers worksheet.The instructions for using the invoice tracker are pretty simple: If you want something more automated, try our Invoice Manager spreadsheet. Marking an invoice as a "Draft" keeps the amount from being shown in the aging report.When you mark the Status of an invoice as "Paid" or "Closed" it is grayed out - making it easy to see which invoices still need to be paid.The Due Date for overdue invoices are highlighted red.You can use the Sorting and Filtering feature in Excel to order by date, or display only the invoices for a single customer.It shows an aging summary for all invoices or for a single client.Here are some of the cool things about this invoice tracking template.
You can choose to show all invoices or just the invoices for an individual customer. Our simple invoice tracker allows you to keep a list of all your customers and your invoices.
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