![]() Create a Drop Down List in Excel at vertex42.Send the printed copy of the statement, or email the PDF.Print the worksheet, or convert the statement to a PDF (remembering not to print the customers sheet as well).Filter the table to show only the invoices for that customer (using the filter drop-down box).Do this when the GST/HST for which you are claiming the input tax credit was paid or became payable, whichever is earlier. Choose that customer from the drop-down list at the top. When you claim the GST/HST you paid or owe on your business expenses as an input tax credit, reduce the amounts of the business expenses by the amount of the input tax credit.Instead, the way to create a statement is to. You don't want your clients seeing all that information. You do not want to send the invoice tracking spreadsheet itself to a customer! Why? Because the spreadsheet contains a list of all your customers and a list of all your invoices. We have a separate billing statement template that you can use, but this spreadsheet also does the trick. Many businesses use traditional accounting where you record income and expenses by the date you invoiced or were billed. This template can be used to send individual billing statements to customers. Make sure to read the section "Client-Based Invoice Numbering" if you only have a few clients and are concerned about your invoice numbers giving away information about your business. See the article Simple Invoicing to learn how to organize your invoice templates and track invoice numbers. It doesnt matter because our invoice tracker provides a way to list all your invoices in a single Excel workbook. Use PayPal, use one or more of our templates, or a combination of both. How to Number Invoices and Organize Files With this simple invoice tracking template, you can use whatever system you want to create and send invoices. The aging report is created using SUMIF formulas based on the Due Date. The font colors in the data table are changed automatically using conditional formatting rules. Track the status of the invoice ("Draft", "Sent", "Partial", "Paid", "Closed").Start listing your invoices in the data table.Delete the sample set of data from the cells with the gray borders.List your clients' information in the Customers worksheet.The instructions for using the invoice tracker are pretty simple: If you want something more automated, try our Invoice Manager spreadsheet. Marking an invoice as a "Draft" keeps the amount from being shown in the aging report.When you mark the Status of an invoice as "Paid" or "Closed" it is grayed out - making it easy to see which invoices still need to be paid.The Due Date for overdue invoices are highlighted red.You can use the Sorting and Filtering feature in Excel to order by date, or display only the invoices for a single customer.It shows an aging summary for all invoices or for a single client.Use this spreadsheet to track payments, itemize expenses, and more. Use the existing category names or enter your own column headings to best track business expenses. ![]() Here are some of the cool things about this invoice tracking template. This printable small business expense report template offers an easy way to track company expenses. You can choose to show all invoices or just the invoices for an individual customer. ![]() Our simple invoice tracker allows you to keep a list of all your customers and your invoices.
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