Keep project details, invoices and payment records together in Excel.
Track project statuses, deadlines and next actions. Link multiple invoices to each project and record partial payments against individual invoices.
Includes space for 100 projects, 300 invoices and 600 payment records, with outstanding balances, overdue alerts, refund tracking and separate overpayment warnings. A dashboard and monthly summary help you review payments received.
Your download contains a blank workbook, a fictional sample workbook, setup instructions, a usage licence and support terms.
Designed for Excel 2019+ desktop and Microsoft 365. Excel software is not included. No macros required.
This is a manual tracking tool. It does not generate invoices, calculate tax, process payments or import bank transactions.
Project & Payment Tracker
£19.00
Track projects, invoices, partial payments and outstanding balances in Excel. Includes blank and sample workbooks, a dashboard and setup guide. One-time purchase.
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