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
When several people type into one sheet, you get "NY", "New York" and "new york " in the same column, dates as text and totals that never add up. We set up the guardrails: dropdown lists, dependent dropdowns where the second list depends on the first, input rules for dates, numbers and IDs, and conditional formatting that flags missing or odd values. You get exact settings for each column in Excel or Google Sheets, so the sheet stays clean from now on.
What is included
- What you getSettings for each column (list source, rule, error message) and conditional formatting rules with the formulas they use, plus step-by-step instructions for Excel or Google Sheets. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Dropdown listsFrom a range, kept on a hidden sheet
- Dependent dropdownsFrom Standard: country then city
- Input rulesDates, numbers, lengths, unique IDs
- Error messagesFriendly text that says what to enter
- Highlight rulesBlanks, duplicates and out-of-range values
How it works
- 1BriefYou show the sheet and rules
- 2SettingsWe write the rules column by column
- 3FixesIf something fails on your data, we fix it within your package
What we need from you
A screenshot of your sheet or a few rows pasted as text (or the workbook itself), Excel or Google Sheets, and what each column should accept.
We will ask you:
- Do you use Excel or Google Sheets?
- Which columns need a dropdown, and with what options?
- Should any list depend on another?
- What should be highlighted?
Compare packages
| Packages | BasicA few columns$10 | StandardWhole sheet$20 | PremiumShared workbook$39 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Columns set up | up to 3 | up to 10 | up to 25 |
| Highlight rules | up to 3 | up to 8 | up to 15 |
| Dependent dropdowns | No | Yes | 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
Will it fix the data already in the sheet?
Rules apply to new entries. We add a highlight rule that shows existing bad values so you can clean them.
Can I send the workbook instead of screenshots?
Yes, attach the Excel file. We see its columns and values; existing dropdowns and colours do not come through, so mention them in the brief.
Can people still paste over the rules?
In both programs pasting can bypass validation. We include the steps to protect the sheet and allow editing only of input cells.