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Invoice & Payment Tracker — Lite (Free) | Finance Made Simple

Invoice & Payment Tracker — Lite (Free) | Finance Made Simple

Track invoices and know who’s paid, who hasn’t, and who’s overdue — free, no setup required.

Chasing invoices from memory means someone always slips through. This free Excel workbook fixes that with one log and one live dashboard.

What’s inside:

  • Invoice Register — log up to 25 invoices with client, dates, amount, status, notes
  • Automatic overdue flagging, no manual checking
  • Live Dashboard — Total Invoiced, Paid, Outstanding, Overdue, % Paid
  • Demo workbook (see it working) + Blank workbook (start fresh) + Quick Start PDF

Who it’s for: freelancers just starting out, or anyone testing whether spreadsheet invoice tracking fits how they work.

Not included: client list/totals, partial payments, monthly summaries, reminder templates. Capped at 25 invoices — Standard (£5.99) removes that cap entirely.

This is a record-keeping template, not accounting or tax software.

Frequently asked questions