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Excel Templates

Freelance Invoice & Client Tracker — Excel/Google Sheets Template with Automatic Totals

Track clients, invoices and expenses in one spreadsheet. Totals, unpaid balances and monthly summaries calculate themselves — no manual math, no extra software.

$12.99

What you get: 2 files · 19.59 KB · XLSX

See purchase options

Product description

One spreadsheet to track your freelance money: clients, invoices and expenses, with the math done for you.

WHAT'S INSIDE

  • Dashboard — all-time and monthly summaries (total invoiced, paid, outstanding, expenses, net), calculated automatically by formulas
  • Invoices — invoice list with status tracking (Paid / Unpaid / Overdue) and automatic totals for unpaid amounts
  • Clients — client list with per-client totals calculated automatically
  • Expenses — expense list with per-category totals calculated automatically
  • Guide — a short instruction sheet inside the file

Every total in this template is a live formula. Invoices, clients and expenses roll up to the Dashboard on their own — no manual math.

WHO IT'S FOR

Freelancers, solo business owners and small contract workers who want one simple file instead of accounting software.

HOW TO USE

Delete the sample data, type in your own clients and invoices, and the summaries update themselves. Works in Microsoft Excel, Google Sheets and LibreOffice Calc.

PLEASE NOTE (honest limitations)

  • No charts — the Dashboard is numbers, not graphs
  • No tax/VAT calculation
  • Client totals match by exact client name
  • Formulas cover rows 2–200
  • Currency is set to USD by default (how to change it is explained in the included README)

This template was designed and built with AI assistance, and every formula was verified by recalculation before publishing.

LICENSE

For the buyer's own business use. Resale, redistribution and sharing are not allowed.

What you get

2 files · 19.59 KB

  • Freelance-Invoice-Client-Pipeline-Tracker.xlsxXLSX · 14.98 KB
  • README.mdMD · 4.62 KB

Included in Getly ProGet Pro

LicenseCommercial use allowed
PublishedNov 7, 2026
File size19.59 KB
File formatXLSX
Versionv1.0

Tags

freelanceinvoice trackerexcel templateclient managementbookkeepingsmall business
M
Muse Works

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 use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.

What's your refund policy?

You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 2 files - XLSX, MD - 19.59 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

$12.99