Description
Log invoices, track payments received, and chase overdue balances with an automatic aging report. Includes a 10-sheet Excel workbook, PDF Companion Guide, and Notion template.
What’s included:
- 10-sheet Excel workbook: Invoice Log, Client Directory, Payments Received, Outstanding Invoices, Revenue by Client, Monthly Invoiced vs Collected, Aging Report, Invoice Lookup, Dashboard
- Automatic overdue flags and a 5-bucket Aging Report (Current, 1-30, 31-60, 61-90, 90+ days)
- Collection rate and revenue-by-client tracking
- PDF Companion Guide explaining every tab
- Notion import file for teams who manage finances in Notion
- Instant digital download — works in Excel, Google Sheets, and LibreOffice
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