Business spreadsheets
$19
$15
$12
Small Business Invoice & Client Manager
Clients, invoices and overdue payments in one workbook.
Secure checkout by Lemon Squeezy
- Includes EN, AZ, TR and RU versions
- Instant download after payment
- 14-day refund
- Format
- Excel file (.xlsx)
- Works with
- Excel 2016+, Microsoft 365, Google Sheets
What's inside
Keep a simple client list, build invoices from your price list, and print a clean A4 invoice by choosing its number. Overdue invoices and outstanding money are always visible on the dashboard.
- Client list with ID, contact details, status (Lead, Active, Paused), total invoiced and outstanding balance
- Products and services price list with unit price and tax rate per item
- Invoice register with due date from your payment terms and an automatic Paid, Due or Overdue status
- Line items pull description, price and tax from the price list; invoice totals add up automatically
- Printable A4 invoice: choose an invoice number and it fills your details, the client, up to 15 lines, totals and bank details
- Dashboard with invoiced and collected by month, outstanding total, overdue count, top 5 clients and a monthly chart
- Dropdowns for client IDs, invoice numbers and item codes; duplicate IDs highlighted in red
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