Invoice Generator and Tracker Spreadsheet

About this template

This invoice generator means you type each invoice once, not once on the page you send and again in a tracker. It is for freelancers and small service businesses who want their invoices, payments and bookkeeping in the same file.

Please read: This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).

Pick the invoice, and the page fills itself

The Invoice tab has a single dropdown. Choose an invoice number and the client, date, due date and status come across, with the line items listed underneath. Nothing on that page is typed. Print it or save it as a PDF and send it.

• A printable invoice template that fills itself from the dropdown
• A tax rate you set for each invoice, with subtotal and total, because not everyone is registered and rates differ from place to place
• The net amount is what the tracker records, since that is what belongs in the income register

Line items that stay attached

The Line Items tab holds 400 lines in one list, each tagged to an invoice. The invoice pulls its own lines by rank using a COUNTIF rather than an array formula, so it opens in Excel 2016 and survives the move into Google Sheets intact.

The invoice tracker behind it

The generator is one tab of a bookkeeping file, not a standalone template you reconcile by hand.

• Room for 120 invoices, with invoiced, paid, unpaid and overdue totaled at the top
• Overdue invoices flagged against today's date, so it doubles as a payment tracker
• A client tracker showing what each client has been billed
• 500 income rows and 500 expense rows
• Monthly and quarterly totals, a profit and loss and a dashboard reading all of it

The thirteen connected tabs are Start Here, Setup, Invoices, Line Items, Invoice, Clients, Income, Expenses, Monthly, Quarterly, Profit and Loss, Balances and Dashboard. A freelancer invoice and the year's books live in one place.

Works with

• Microsoft Excel 2016 or later, on Windows or Mac
• Google Sheets with a free Google account. The Google Sheets version is a real workbook you take a copy of, not a PDF with a link in it.
• No dynamic arrays, no macros and no add-ins, so it behaves the same on Excel 2016, 2019, 2021 and Microsoft 365 and in LibreOffice. No Microsoft 365 subscription is required.
• No subscription

What you download

• Two Excel files: a freelance year with forty invoices, their line items and a full ledger behind them, and a blank one for your own business
• The instruction guide, which has one-click links to the Google Sheets versions (filled and blank)
• The terms of use as a PDF

Your files are ready to download as soon as payment clears. The file is for personal and business use on your own devices, so please do not share or resell it. Questions before or after you buy? Use our contact page and we will help.

Frequently asked questions

Does it work in Excel or Google Sheets?

Both. The Excel files run on Excel 2016 or later on Windows or Mac, and the instruction guide has one-click links to make your own copy of the Google Sheets versions.

How do I create an invoice?

Add the invoice and its line items to the lists, then pick its number from the dropdown on the Invoice tab. The page fills itself, ready to print or save as a PDF.

Can I add sales tax or VAT?

Yes. You set a tax rate for each invoice, and the invoice shows the subtotal, tax and total. The tracker records the net amount.

How many invoices can it hold?

Up to 120 invoices and 400 line items, with 500 income and 500 expense rows behind them.

Will it show me who has not paid?

Yes. The Invoices tab totals paid, unpaid and overdue at the top and flags overdue invoices against today's date.