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
If every month you copy several exports into one sheet, delete the header rows, fix the dates and remove blanks, Power Query can do it on refresh. Attach one or two sample files from your monthly batch, and we write the Power Query steps and M code to combine files from a folder, clean columns, set data types and append or merge them into one table. Next month you drop the new file into the folder and press Refresh.
What is included
- What you getPower Query steps in order with the M code for each query, ready to paste into the Advanced Editor, and instructions for the folder setup and refresh. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Combine from folderAll monthly files in one query
- Cleaning stepsHeaders, blanks, trims, splits
- Data typesDates and numbers set correctly
- M codeReady for the Advanced Editor
- Merge and appendFrom Standard: several sources joined
How it works
- 1UploadYou attach sample files
- 2QueriesWe write the steps and M code
- 3FixesIf something fails on your data, we fix it within your package
What we need from you
One or two sample monthly files as Excel attachments (or screenshots), what the final table should look like and your Excel version.
We will ask you:
- Where do the monthly files come from?
- How many different file layouts are there?
- What should the final table contain?
- Which Excel version do you use?
Compare packages
| Packages | BasicOne query$12 | StandardMonthly pipeline$25 | PremiumFull report prep$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Queries | 1 | up to 3 | up to 6 |
| M code | Yes | Yes | Yes |
| Merge of sources | 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
Does this work in Google Sheets?
No, Power Query is part of Excel for Windows and, with some limits, Excel for Mac. For Google Sheets, choose our Apps Script offer.
What if next month the export changes?
Renamed or moved columns break steps. We point out which steps depend on column names so you know where to look.
Can files be CSV instead of Excel?
Yes, Power Query reads CSV too. Paste a few lines of the CSV into the brief so we see the delimiter and encoding.