INVOICE TRACKER V1

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Track all invoices in one place template
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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
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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.
 CURRENT PAST DUE
INVOICES: 0 INVOICES: 0

$0.00 $0.00
AMOUNT AMOUNT

Filter the invoice table using these slicers

This shape represents a table slicer. Table slicers This shape represents a table slicer. Table slicers
are 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
 EXPECTING PAYMENT
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 0 $0.00 $0.00
e slicer. Table slicers This shape represents a table slicer. Table slicers are supported in Excel or later.
er.
If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel
an earlier version of 2007 or earlier, the slicer can't be used.
as saved in Excel
n't be used. Green colored columns are automatically calculated. Do Not Edit
INVOICE AMOUNT PAID AMOUNT OUTSTANDING AMOUNT STATUS
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 MAY
CTING PAYMENT
03

r.

as saved in Excel

ically calculated. Do Not Edit.

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