Excel Automated Invoicing & Payment Tracker

Run invoicing and collections with the speed of an app without leaving Excel

The Excel Automated Invoicing & Payment Tracker turns everyday billing and receivables into a clean, reliable workflow. Build invoices from validated client/product lists, post them to a structured master ledger, record payments, and watch your dashboard light up with the numbers that matter—aging, overdue, and cash collected.

Who it’s for

• Owner-managed businesses and finance teams that live in Excel
• Project & service firms (agencies, IT, construction, legal, consulting)
• Distributors/wholesalers managing terms and credit

What it does

• Invoice Input Form – Pick client and product from drop-downs; totals, tax, and due date calculate automatically from your settings.
• Master Database – Each invoice posts to a clean ledger used across reports and receipts.
• Payment Entry – Record payments in a click; the system updates Paid, Outstanding, Status, and Last Payment Date.
• Smart Statuses – Invoices move automatically between Open, Partially Paid, Paid, and Overdue.
• Interactive Dashboard – Pivot-driven charts with slicers for Client, Date, and Status; conditional formatting highlights overdue risk.
• Receipt Template – Choose an Invoice # and auto-fill a professional receipt ready to print/email.
• Clients & Products Databases – Structured Excel Tables with duplicate prevention and email/phone validation for clean data.
• Branding & Settings – Add your logo, company details, currency, tax rate, and payment terms; the whole workbook updates.

Why it’s valuable

• Faster invoicing, fewer mistakes – Standardized entry and validated lists remove copy-paste errors.
• Cashflow visibility – See what’s outstanding, by who and how long, every time you open the file.
• Receivables discipline – The aging view and status flags make follow-ups simple and timely.
• Keeps your accounting simple – Use it alongside your existing ledger; no system migration required.

Key features (at a glance)

• Guided Invoice and Payment forms
• Automatic tax, totals, and due dates
• Live dashboard with slicers & charts
• One-click receipts
• Protected design; only intended cells are editable
• Works offline after activation (silent periodic validation)
• Single-user and multi-user (org-locked) licensing options

What you get

• The Excel workbook (.xlsm) with all forms, databases, and dashboard pre-built
• Clean starter tables for Clients and Products
• In-sheet guidance and labels to get you running in minutes

How it works (3 steps)

1. Activate once: Open the file → click Activate → enter your email + license key.
2. Configure settings: Add your logo, company details, currency, tax, and terms.
3. Bill & collect: Create invoices, record payments, and use the dashboard to manage follow-ups.

System requirements

• Microsoft Excel for Windows (Microsoft 365, Office 2019/2021 recommended)
• Macros enabled (you’ll be prompted on first open)
• Internet connection for activation; ongoing use can be offline

Licensing & delivery

• Instant delivery: After checkout, we email your download link and lifetime license key.
• Activation: One-time activation with your email + license; future logins don’t prompt again.
• Single-User: Use on up to 2 devices.
• Multi-User (organization-locked): Activations require your company email domain

FAQs

Does this replace my accounting system?
No—this is a workflow accelerator for invoicing & receivables. Keep your existing ledger.

Can I customize it?
Yes—company details, terms, currency, and branding are editable. Core logic & layouts are protected to keep things stable.

Will it work offline?
Yes, once activated. The app performs silent periodic checks when you’re back online.

Can I move to a new computer?
Yes—deactivate a device and reactivate on the new machine with the same license.