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Business spreadsheets
Small Business Invoice & Client Manager

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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