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
Workbooks that grow for years collect hidden risks: totals that skip new rows, numbers stored as text, hard-coded values inside formulas and three sheets doing the same job. Attach your Excel file and we go through it sheet by sheet, looking at structure, data types, gaps, duplicates and suspicious totals, plus any formulas you paste or show in screenshots. You get a list of problems ranked by risk and a plan to clean the workbook up.
What is included
- What you getA review as text: each problem with its sheet and location, why it matters and how to fix it, ranked by risk; from Standard a step-by-step cleanup plan, in Premium also replacement formulas. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Structure checkSheets, headers, repeated tables
- Data problemsText numbers, gaps, duplicates, odd dates
- Formula risksHard-coded values and short ranges you show us
- Ranked by riskWhat could cost you money first
- Cleanup planFrom Standard: steps in order
How it works
- 1UploadYou attach the workbook and key formulas
- 2ReviewWe check every sheet
- 3DeliveryYou get the issue list and plan
What we need from you
Your Excel workbook (personal data removed), what it is used for, who updates it and, for formula checks, the key formulas pasted or screenshots with formulas shown.
We will ask you:
- What is the workbook used for?
- Who updates it and how often?
- Which numbers do you trust least?
- Which Excel version do you use?
Compare packages
| Packages | BasicQuick review$10 | StandardReview and cleanup plan$25 | PremiumReview with formulas$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Sheets reviewed | up to 3 | up to 8 | up to 20 |
| Issue list by risk | Yes | Yes | Yes |
| Cleanup plan | No | Yes | Yes |
| Replacement formulas | No | No | up to 15 |
| 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 you see my formulas in the file?
From an Excel file we read sheet names and cell values; formulas, colours, dropdowns and macros do not come through. Paste key formulas into the brief or attach screenshots with formulas shown (Formulas > Show Formulas).
Will you fix the workbook and send it back?
No. You get a list of fixes and, in Premium, replacement formulas to paste into your own file.
How big can the file be?
Up to 3 files of 50 MB. We read about 150,000 characters of cell content in total, so for huge sheets send a trimmed copy.