Freelancer Invoice & Client Tracker

Know exactly what you've earned, what you're owed and who needs a friendly reminder. The Freelancer Invoice & Client Tracker keeps your clients, projects, hours and invoices in one workbook. Each invoice's due date comes from the client's payment terms. Its status (Draft, Sent, Overdue, Paid) updates on its own, and the dashboard shows your year at a glance. WHAT'S INCLUDED • Dashboard: earned this year, outstanding, overdue, average days to pay, effective hourly rate, unbilled work, invoiced this year and billable hours %, plus a monthly chart, an aging summary, a "who to chase" list and your top clients • Invoice tracker (300 rows): invoice #, client, optional project, issue date, amount and paid date. Terms, due date, status, days to pay, days overdue and aging bucket calculate for you • Time log (1,000 rows): date, project dropdown, task, hours, billable and invoiced flags, with rate, amount and unbilled value filled in • Projects (up to 80): hourly or fixed fee, status, hours logged, value of work, invoiced, left to invoice and effective $/hr • Clients (up to 40): contact, hourly rate, payment terms, total invoiced, paid this year, outstanding and average days to pay • Income by month: invoiced, paid, hours, billable value and effective rate, with chart • Receivables aging: Current, 1-30, 31-60 and over 60 days, in total and by client • Start Here guide • Two files: a blank tracker and a filled-in example WORKS WITH • Microsoft Excel (2010 or later, Windows and Mac, and Excel online) • Google Sheets (free): upload the file to Google Drive and open it with Google Sheets HOW IT WORKS 1. Purchase and download instantly from your Etsy Purchases page. 2. Open the file in Excel, or upload it to Google Drive and open it in Google Sheets. 3. Add your clients and projects, then log hours and invoices as you go. PLEASE NOTE • This is a digital download. No physical item will be shipped. • This is a tracker, not invoicing software: it doesn't create or send invoice documents. • Amounts are in US dollars ($). Currency formatting can be changed in your spreadsheet app. • For personal use. Please don't resell or share the file. • Not tax or financial advice. How we make it: Every Penny & Pencil template and worksheet is designed in-house with AI-assisted tools, then each page, formula and answer key is checked and tested before it is listed. Questions? Send us a message. We usually reply within a day.