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
You inherited a workbook from a colleague who left, and nobody knows which sheet feeds which or what happens if you add a row. Attach the file and paste the key formulas, and we write a plain-language guide to how it works: what each sheet is for, where data comes in, how numbers flow to the summary and which cells must never be typed over. It becomes the handover note the previous owner never wrote.
What is included
- What you getA guide as text: a map of sheets and how data flows between them, an explanation of each key formula in plain words and, from Standard, a checklist for the monthly update. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Sheet mapWhat each sheet does and feeds
- Data flowFrom input cells to the summary
- Formulas in plain wordsWhat each key formula calculates
- Do-not-touch cellsWhere typing breaks things
- Update checklistFrom Standard: the monthly routine
How it works
- 1UploadYou attach the file and formulas
- 2ReadingWe trace sheets and formulas
- 3DeliveryYou get the guide to keep with the file
What we need from you
The Excel workbook (personal data removed), the formulas from key cells pasted into the brief or screenshots with formulas shown, and what you use the file for.
We will ask you:
- What do you use the workbook for?
- Who will read the guide?
- Which parts confuse you most?
- Does it have macros?
Compare packages
| Packages | BasicSmall workbook$10 | StandardWorking workbook$25 | PremiumComplex workbook$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Sheets described | up to 3 | up to 8 | up to 20 |
| Formulas explained | up to 5 | up to 15 | up to 30 |
| Update checklist | 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
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 also improve the workbook?
This offer explains how it works now. If you want problems found and fixed, choose our workbook review.
Can the guide explain macros?
Yes, paste the VBA code into the brief and we explain what each macro does and when to run it.