Skip to main content
Getly

Spreadsheets & Calculators

Client Invoice and Quote Kit 2026 — Invoice Maker, Payment Tracker & Dashboard for Excel and Google Sheets

Reusable invoice maker, quote builder, 24-row payment tracker, client ledger and a live dashboard. Works in Excel 2016+ and Google Sheets.

$12.00

Product Description

Stop chasing payments in your head. Build the invoice in a minute, send it, and let the workbook tell you who paid, who is late and what you are actually owed.

Six connected sheets

  • Start Here — how to use it, in plain English, plus your business block (crypto line pre-filled: Receive crypto: USDT on BNB Smart Chain (BEP-20))
  • INVOICE MAKER — reusable invoice: BILL TO block, 10 line items with Amount = Qty × Rate, subtotal, discount %, tax % and a live TOTAL DUE. Issue date and due date calculate themselves
  • QUOTE MAKER — same structure with a Draft / Sent / Viewed / Accepted / Declined dropdown and a valid-until date. Accepted turns green, Declined turns red
  • PAYMENT TRACKER — 24 sample invoices already loaded so you see it working instantly. Days late counts itself, red on Overdue, green on Paid
  • CLIENT LEDGER — every client's invoiced vs paid totals with an automatic balance and status
  • DASHBOARD — total invoiced, collected and outstanding, overdue count and value, average days to pay, collection rate, top 5 clients by revenue, and billed-by-month for the last six months

Who it's for

Freelancers, contractors and small studios who bill in USD or crypto and want to know their real numbers without an accountant.

Works with: Microsoft Excel 2016+ and Google Sheets (free). No macros, no ads, nothing to configure — open it and start typing. Sample data included so you can see every formula working before you replace it.

Instant download. Unlimited use for your own business.

What you get

1 file · 17.22 KB

  • Client_Invoice_and_Quote_Kit_2026.zipZIP · 17.22 KB

Included in Getly Pro

Download with your Pro subscription

LicenceExtended - commercial and client work
PublishedSep 27, 2026
File size17.22 KB
File formatZIP
Versionv1.0

Tags

invoice templatequote templatefreelance invoicepayment trackerclient ledgerexcel dashboardgoogle sheets templatesmall business billingcontractor invoicebusiness finance
D
Dreamer Prompt Lab

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Yes. Commercial and client work are both allowed, including products with unlimited sales. You may not resell the file itself.

What's your refund policy?

You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - ZIP - 17.22 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$12.00