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 lay out an invoice and a matching quote in your spreadsheet: line items with quantity, unit price, discount and tax, totals, payment terms and your company details. Invoice numbers follow your pattern, the due date is counted from the issue date, and a register sheet keeps track of what has been paid. A quote turns into an invoice by copying one block, so prices are never retyped.
What is included
- What you getThe invoice and quote layout as CSV text, formulas, print area settings and setup steps; in Premium also a script that saves each invoice to the register with the next number. Delivered as text, not as a ready file.
- Line itemsQuantity, price, discount and tax
- NumberingFollows your pattern, no gaps
- Due datesCounted from your payment terms
- Quote to invoiceNo prices typed twice
- Print-ready layoutFits one page with your details
How it works
- 1BriefYou list fields, taxes and terms
- 2BuildWe lay out the template and formulas
- 3SetupYou add your logo and details
What we need from you
The fields your invoices must show, your taxes and currency, payment terms, how you number invoices and a screenshot of your current invoice if you have one. Documents can also be attached as PDF, Word or Excel files.
We will ask you:
- Which details must appear on the invoice?
- Which taxes and currency do you use?
- How do you number invoices now?
- Do you also need quotes or estimates?
Compare packages
| Packages | BasicUp to 3 invoice formulas$10 | StandardInvoice and quote template$25 | PremiumInvoice template with a register script$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| Sheet template | No | invoice, quote and register | invoice, quote and register |
| 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
Will the invoice meet legal rules in my country?
We include every field you list. Invoice rules differ by country and tax status, so check the required fields with your accountant.
Can I show the total in words?
Yes, for English or Russian amounts we write a formula for the total in words; for other languages tell us in the brief.
Do I get a ready invoice file?
No. You get the layout as CSV text, formulas and steps; you add your logo and save it as your own template.