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
We set up stock tracking the way small warehouses and shops actually work: a product list with SKUs, a log of every movement in and out, and a balance that follows from them. When a product drops to its reorder point, the row turns red, and a reorder list builds itself on a separate sheet. Returns, write-offs and several storage locations are handled if you need them.
What is included
- What you getFormulas, the product, movement and balance sheets as CSV text, and setup steps; in Premium also a script that emails you the low-stock list. You copy everything into your own Excel or Google Sheets.
- Movement logIn, out, returns and write-offs
- Live balancePer SKU and per location
- Reorder alertsRows turn red at the minimum
- Reorder listBuilt on its own sheet
- Stock valueAt purchase price, by group
How it works
- 1BriefYou describe products and stock flow
- 2BuildWe lay out sheets and formulas
- 3StartYou enter opening stock and go
What we need from you
How many products and locations you have, how stock comes in and goes out, the minimum level for each product group, and whether you track batches or expiry dates.
We will ask you:
- How many products and storage locations do you have?
- How does stock come in and go out?
- What minimum stock should trigger a reorder?
- Do you need batches, sizes or expiry dates?
Compare packages
| Packages | BasicUp to 3 stock formulas$10 | StandardInventory template with alerts$25 | PremiumInventory with an email alert script$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| Inventory template | No | one location | several locations |
| Script code | No | No | Apps Script or VBA |
| 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
Does it sync with my online store?
Not directly. You paste the sales export from Shopify, WooCommerce or a marketplace into the movement sheet, and the formulas pick it up by SKU.
Can I use a barcode scanner?
Yes. A USB scanner types the code like a keyboard, so scanning into the SKU column works with the same formulas.
How many products can it handle?
Thousands of rows work well. For tens of thousands of movements a year, Excel stays faster than Google Sheets, and we tell you when it is time for real stock software.