An Excel (XLSX) workbook for freelancers and small businesses that keeps every invoice you have sent in one register. For each invoice you enter the client, issue date, due date, amount, what has been paid so far and the date of your last reminder. The workbook works out the balance, the days overdue and the status, suggests a reminder stage (Friendly, Firm or Final) from the day counts you set, calculates the next reminder date, and builds a follow-up list of who to remind now. A dashboard shows outstanding and overdue totals, ageing and a table by client. One download holds five complete language editions, each with a fictional DEMO and an empty BLANK workbook.

The problem it solves

Unpaid invoices get lost between your sent folder, your bank and your memory. Without one list you do not see the total overdue, which client is slowest, or when you last reminded whom, so chasing gets late, uneven or forgotten.

Who it is for

Freelancers, consultants, small studios, tradespeople and small business owners who invoice clients and want to know who is late, by how much and when to send the next reminder.

What you get

• One register for up to 100 invoices and 20 clients: invoice number, client, issue and due date, amount, part payments, last reminder and notes
• Balance, days overdue and status (Paid, Not due, Overdue) worked out for every invoice, part payments included
• A suggested reminder stage (Friendly, Firm or Final) based on days overdue and on the day counts you set yourself
• A next reminder date that respects the minimum gap you choose since your last message, and a Hold flag for disputed or agreed delays
• A Follow-up sheet that lists who to remind now, which overdue invoices are waiting, and what falls due soon
• Dashboard with outstanding and overdue totals, ageing buckets, overdue by stage, a table by client and the five largest overdue balances
• Five full language editions in one purchase (EN, IT, ES, FR, DE), each with a DEMO and a BLANK workbook

How you use it

1. Download and unzip the file, then open the folder of the language you want.
2. Open the DEMO workbook in desktop Excel and look at Invoices, Follow-up and Dashboard.
3. Keep the BLANK as a master, save a working copy, and on Setup enter your business name, the day counts for the three reminder stages, the minimum days between reminders and your client list.
4. On Invoices add one row per invoice in the cream columns, and enter the date each time you send a reminder.
5. Read Follow-up for the invoices to remind now and Dashboard for the totals, ageing and the table by client. You write and send the messages yourself.

Questions