Invoice Tracker : Real Workflow (From Invoice to Payment)
Автор: SimStudioSheets
Загружено: 2026-02-13
Просмотров: 300
Описание:
Managing invoices doesn’t have to be stressful.
In this video, I’ll show you exactly how I manage over 500 invoices per month using my Excel/Google Sheets Invoice Tracker system. From creating invoices to recording them, tracking payments, and monitoring cash flow — this is my complete real-life workflow.
If you’ve ever forgotten to follow up on an unpaid invoice or struggled to track who owes you money, this system will help you stay organized and in control.
In this video, you’ll learn:
• How to create invoices using the built-in invoice template
• How to record invoices properly (the step most people skip)
• How to track payments and update invoice status automatically
• How to monitor outstanding invoices
• How to use the dashboard to analyze sales and cash flow
This Invoice Tracker is perfect for:
✔ Small business owners
✔ Freelancers
✔ Consultants
✔ Service-based businesses
✔ Anyone managing multiple clients
Chapters:
00:00 Intro
00:49 Create Invoice
01:41 Record Invoice
02:08 Track payments
02:44 Dashboard & Overview tabs
03:25 Final thoughts
If you'd like to get a copy of this Invoice Tracker template, check the link below:
👉 Excel version : https://simstudiosheets.etsy.com/list...
👉 Google Sheets version : https://simstudiosheets.etsy.com/list...
👉 Excel + Google Sheets version : https://simstudiosheets.etsy.com/list...
If you found this helpful, please like and subscribe for more spreadsheet systems that help you manage and grow your business.
Let me know in the comments if there’s a feature you’d like me to add — I’m always improving my templates!
👉 https://simstudiosheets.etsy.com
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