Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
A small shop or warehouse needs to know what is on the shelf, what came in, what went out and when to reorder, and keeping it in one Excel sheet breaks as soon as two people edit it. Tell us how your stock moves and attach your current lists, and we design an inventory database for Access: products, locations, suppliers, stock movements in and out, a query that calculates stock on hand and a reorder report. You get the tables, SQL and step-by-step guide to the entry forms, so you can build and run it yourself.
What is included
- What you getAn inventory database design as text on the order page: tables with fields and keys, CREATE TABLE SQL, a stock-on-hand query, a reorder query and report, and a guide to building the receiving and issuing forms. From Standard, also stock by location and a monthly movement report.
- Core tablesProducts, suppliers, locations, movements
- Stock on handCalculated from movements, not typed
- Reorder reportItems below minimum, by supplier
- Entry forms guideReceiving and issuing step by step
- Batches and expiryIn Premium, if you track them
How it works
- 1BriefYou describe how stock moves
- 2DesignWe design tables, queries and reports
- 3DeliveryYou get SQL and build steps
What we need from you
How goods arrive and leave (deliveries, sales, returns, write-offs), your product list and any stock sheets as Excel files or screenshots, whether you track batches, expiry dates or serial numbers, the number of locations and your Access version.
We will ask you:
- How do goods come in and go out?
- How many products and storage locations do you have?
- Do you track batches, expiry dates or serial numbers?
- Which reports do you need every week?
Compare packages
| Packages | BasicSingle location$15 | StandardSeveral locations$29 | PremiumWith batches and expiry$55 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Tables | up to 6 | up to 10 | up to 14 |
| Stock locations | 1 | up to 5 | up to 20 |
| Batch and expiry tracking | No | No | Yes |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Do I get a ready database file?
No. Everything comes as text on the order page: table designs, SQL, VBA and steps. Building it in Access takes from minutes to an hour, depending on size.
Can it connect to my till or online store?
Not directly. We can describe an import of sales exported from your till or store as Excel, which you run regularly yourself.
Is it accounting software?
No. It tracks quantities and movements of goods. Costs and taxes stay in your accounting system.