A ZIP download (about 0.7 MB) with two Excel files (.xlsx): a blank workbook for your real records, and a demo workbook filled with made-up sample data so you can see how it works. Also included: a quick start guide, a compatibility and limits note, and a license (3 short text files).

What the workbook does

It keeps your clients, proposals, projects, invoices, payments and follow-ups in one place. Balances, statuses and next steps are calculated by formulas. Nothing is sent automatically: the workbook does not connect to email, banks or any online service.

Inside the workbook (18 sheets)

- Dashboard: invoiced, received, outstanding and overdue totals, unpaid and overdue invoice counts, active clients and projects, upcoming deadlines, 3 charts (monthly trend, receivables aging, pipeline) and alerts

- Action Lists: 8 lists of what needs attention today

- Clients: CRM with a 10-stage pipeline, plus a client profile page

- Proposals: status, win and loss tracking, lost reasons, follow-up cadence

- Projects: deadlines, deposits, revision limits, approvals, risk notes

- Invoices: automatic balances and 8 statuses (Draft, Sent, Due Soon, Open, Partially Paid, Overdue, Paid, Cancelled)

- Payments: partial and multiple payments per invoice

- Print Invoice: pick an invoice and print it or save it as PDF from Excel

- Follow-Ups: planner and history with an editable reminder schedule

- Email Builder and 24 email templates: text you copy into your own email program

- Weekly Review, Income Planner, Checklists, Settings, Data Dictionary

Multiple currencies

Each invoice has its own currency. Totals are shown per currency and are never added together.

Requirements

Microsoft Excel 2019, 2021 or 365 (Windows, Mac or web). It can be opened in Google Sheets, but layout, charts and sheet protection may display differently. Not supported in Excel 2016 or older.

Limits

Up to 300 clients, 300 proposals, 300 projects, 500 invoices, 1,000 payments and 1,000 follow-ups per file. No automatic email sending, no bank or accounting sync, no live multi-user collaboration.

Note

This is a business-organization tool. It is not legal, tax or accounting advice and does not guarantee any results.