INVOICE TRACKER V1_1

FEATURES Click
Click for
for support
support on
on this
this
Track all invoices in one place template
template
Identify which invoices are past due and how late they are
Calculate how much amount is outstanding
Calculate expected payments in immediate future
Easy to identify due amounts by Customer
Simple and easy to use For
For more
more features,
features,
INVOICE
INVOICE MANAGER
MANAGER

INSTRUCTIONS - DATA ENTRY

Enter each invoice in the Invoice table beginning from row 15.
Enter Invoice Number, Customer, Invoice Date and Due Date
When Customer makes payment, enter it in Paid Amount column.
Green colored columns have formulas. Do not edit.

OTHER FUNCTIONS
FILTERING
Use slicers (filters) to narrow data. For example, click on 'Due
Today' in the Status filter to see invoices with a due date of today.

CURRENCY
To show currency format, press Ctrl+G, select CURRENCY. Press
Ctrl+1. Choose your preferred Currency symbol.
his
his

R
 CURRENT PAST DUE
INVOICES: 0 INVOICES: 3

$0.00 $28,000.00
AMOUNT AMOUNT

Filter the invoice table using these slicers

This shape represents a table slicer. Table slicers are This shape represents a table slicer. Table slicers
supported in Excel or later. are supported in Excel or later.

If the shape was modified in an earlier version of If the shape was modified in an earlier version of
Excel, or if the workbook was saved in Excel 2007 Excel, or if the workbook was saved in Excel
or earlier, the slicer can't be used. 2007 or earlier, the slicer can't be used.
INVOICE NUMBER CUSTOMER INVOICE DATE DUE DATE
15 Shree Ram 15-Jun-2019 30-Jun-2019
18 Shree Ram Jai 30-Jun-2019 15-Jul-2019
19 Shree Ram mata 15-May-2020 20-Jul-2020
 EXPECTING PAYMENTS
NEXT 7 DAYS
PAST DUE AGING INVOICES INVOICE AMOUNT
1 - 30 Days 0 $0.00
$0.00
31 - 60 Days 0 $0.00 NEXT 30 DAYS
61 - 90 Days 0 $0.00
91+ Days 3 $28,000.00
$0.00
cer. Table slicers This shape represents a table slicer. Table slicers are supported in Excel or later.

If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel 2007
earlier version of or earlier, the slicer can't be used.
aved in Excel
e used. Green colored columns are automatically calculated. Do Not Edit.
INVOICE AMOUNT PAID AMOUNT OUTSTANDING AMOUNT STATUS
$20,000.00 $5,000.00 $15,000.00 PAST DUE
$8,000.00 $2,000.00 $6,000.00 PAST DUE
$9,000.00 $2,000.00 $7,000.00 PAST DUE
 NOV
CTING PAYMENTS
07

saved in Excel 2007

culated. Do Not Edit.

PAST DUE AGE SELECTED
91+ Days 1
91+ Days 1
91+ Days 1