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
Landlords with a few flats often track rent in a notebook, deposits in an email and repairs in their head, until tax time or a dispute with a tenant. We lay out a rental property tracker in Excel or Google Sheets: properties and tenants, lease dates, rent due and received with arrears, deposits and repair costs per property. Formulas show who is late, which leases end soon and the net income of each property; it is a record-keeping tool, not tax advice.
What is included
- What you getFormulas, the tracker layout (sheets, columns, headers and sample rows as CSV text) and setup steps; in Premium also Apps Script or VBA code that lists overdue rents in one click. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Rent and arrearsDue, received and balance per tenant
- Lease datesFlags for leases ending soon
- DepositsHeld, returned and deductions
- Repairs and costsBy property and category
- Net incomePer property and per year
How it works
- 1BriefYou describe properties and payments
- 2TrackerWe write layout and formulas
- 3FixesIf something fails on your data, we fix it within your package
What we need from you
How many properties and tenants, how rent is paid (monthly, weekly), Excel or Google Sheets and which costs you want to record.
We will ask you:
- How many properties and tenants do you have?
- How and when is rent paid?
- Which costs should the tracker record?
- Do you use Excel or Google Sheets?
Compare packages
| Packages | BasicRent formulas$10 | StandardRental tracker$25 | PremiumTracker with script$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| Tracker template | No | Yes | Yes |
| 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 it calculate my tax?
It totals income and costs by year, which helps your tax return, but tax rules are yours or your accountant's to apply. This is not tax advice.
Can it send reminders to tenants?
Not in this offer. The Premium script lists overdue rents for you; sending messages stays with you.
Can I add more properties later?
Yes, the layout is built so a new property is a new row, and the formulas pick it up.