Simplify Your Workflow with Client Payment Tracker Excel for Product Management
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Using a client payment tracker excel for product management
Managing client payments efficiently is crucial for product management. With a client payment tracker excel, teams can streamline their financial processes and ensure timely payments. Additionally, incorporating tools like airSlate SignNow can enhance document management and eSignature processes, making it easier to handle contracts and agreements seamlessly.
Steps to utilize airSlate SignNow effectively
- Open the airSlate SignNow website in your web browser.
- Create a free account or log into your existing account.
- Select the document you wish to sign or send out for signatures and upload it.
- If you plan to use this document again, save it as a template for future use.
- Open the uploaded document to make necessary adjustments such as adding fillable fields or inserting relevant information.
- Create your signature and designate signature fields for other recipients who need to sign.
- Press Continue to establish and send your eSignature invitation.
Using airSlate SignNow provides businesses with a reliable and economical way to send and sign documents. Its user-friendly design and affordability make it an excellent choice for small to mid-sized businesses, ensuring a solid return on investment with its comprehensive features.
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FAQs
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What is a client payment tracker excel for Product Management?
A client payment tracker excel for Product Management is a streamlined tool that helps product managers monitor and manage client payments efficiently. It allows users to track payment statuses, deadlines, and discrepancies, ensuring that all financial transactions are organized and easily accessible. -
How can I benefit from using a client payment tracker excel for Product Management?
Using a client payment tracker excel for Product Management can signNowly enhance your workflow by providing real-time visibility into payment statuses. This transparency helps you make informed decisions and manage client relationships more effectively, ultimately leading to timely payments and improved cash flow. -
What features does airSlate SignNow offer for tracking client payments?
airSlate SignNow's client payment tracker excel for Product Management includes features such as automated payment reminders, customizable tracking templates, and detailed reporting options. These tools help streamline the payment process and ensure you're always aware of your financial status with clients. -
Is airSlate SignNow's client payment tracker excel for Product Management easy to use?
Yes, airSlate SignNow's client payment tracker excel for Product Management is designed with user-friendliness in mind. Its intuitive interface allows product managers to quickly navigate through the features without requiring extensive training, making it accessible for teams of all skill levels. -
Can I integrate the client payment tracker excel into my existing systems?
Absolutely! airSlate SignNow supports integrations with various accounting and project management tools, allowing you to seamlessly incorporate the client payment tracker excel for Product Management into your existing systems. This integration ensures that all your financial data is synchronized and easily manageable. -
What pricing plans are available for airSlate SignNow's services?
airSlate SignNow offers flexible pricing plans tailored to the needs of businesses of all sizes, which include access to the client payment tracker excel for Product Management. You can choose a plan that best fits your budget and requirements, ensuring you get the best value for your investment. -
How does the client payment tracker excel help in managing client relationships?
The client payment tracker excel for Product Management fosters better client relationships by providing clear communication regarding payment expectations and statuses. By tracking payments effectively, you can proactively address issues and maintain a positive rapport with your clients. -
Is customer support available for the client payment tracker excel for Product Management?
Yes, when you choose airSlate SignNow, you have access to dedicated customer support for the client payment tracker excel for Product Management. Whether you have questions or require assistance, their support team is ready to help you resolve any issues promptly.
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Client payment tracker excel for Product Management
welcome back to another video this time we'll be discussing the invoice tracker Excel template and in the previous video we talked about how we can create sales invoices for our customers using an Excel template and this time we'll be able to manage all the finances related to those invoices so we'll be able to figure out how much invoices are due and uh we can track the payments made by our customers and thus we will be able to figure out which invoices are late and how late they are and also estimate how much amount is expected in the immediate future from the invoices so all of this can be done in a simple Excel template so we'll see how the template Works in this video you can download this template for free from in zara.com now let's get on to the live demo portion of this video okay so this is our template where I have filled in some sample data there are some instructions in the home sheet and I'm going to skip these for the demo portion here and go directly to the invoices sheet this is where we enter the invoices that we have the table below here is the list of invoices that I've already entered so I have entered about 12 invoices and the customer associated with the invoice that invoice date due date and the invoice amount and then when the customer made the payment then I've have entered the paid amounts for those invoices these four columns towards the end the green colored ones are automatically calculated so they automatically calculate how how much amount is outstanding on the invoices and also puts a status if the specific invoice is passed due or if it is due today or if it is just current which means that it is not due yet and these status will be automatically calculated and also if they are past due then how old or what is the age of those invoices so we will see the options to say 1 to 30 days 31 to 60 61 to 90 and 91 plus and this helps us to identify which ones are really late versus you know how how late these invoices are the last column is primarily um to identify which rows are being selected in our filtering criteria so you will see that you have these filters otherwise called as slicers in Excel where I can say I want to see only the invoices which are past due so I click the P due then you will see that only those invoices are listed for me so this last column is helpful for this filtering functionality so you can ignore this don't make any changes to it uh it'll just be there and as I said we have these three filters so you can also look at only the invoices which are pass let's say more than 90 days past due then I can just click that and see the only invoice there which is passed to due for 91 days or more and now I can clear these filters by by just clicking this button and then it will clear the filter now I will see all the invoices similarly if you want to see only invoices for a specific customer I can click that and only see those invoices the other thing is when we apply these filters you will see that the amounts at the top are also changing so the amounts at the top these displays the summary numbers so for example we have six invoices that are current out of the 12 six them six of them are current and six are past due dates and the amounts associated with those invoices are displayed here in yellow and for the past due invoices we can also see how old they are or what is the age of those past due invoices how many there are and the amounts associated with those finally we have the expecting payments which is based on the invoices we have seen here with the due dates we are calculating how much can we expect in the next 7 days and how much can we expect in the next 30 days I I believe it's important to have a good uh view into how much amount can we expect in the immediate future so that we can plan around it uh and then this is just the date today is August 1st when I'm recording this video so you will see the date appear there automatically so this is all this uh template has it's a very simple you know you can enter your invoices if I want to enter a new invoice I can just go ahead and type this in here it will automatically start getting included in the calculations but right now it is not yet because you see the red borders this indicates that there is an error so the status indicates an error so why do I have an error because I haven't filled out some of the required Fields like the due date if I don't know when the invoice is due or if I don't have an amount that's an error so let's quickly fill this out so let's say I have a new customer customer 7 and the invoice date let's say today is August 1st and then the due date it says August 15th and still there is an error and so I'm going to enter an amount and now you will see that the status is current so this says that this invoice is a is current and it is not pass the due date yet because it's 15th August is the due date and today is August 1st so it is not pass due and we don't have any more errors and another thing is that you will notice this data or this display updated to show seven invoices now the amount has changed and if I change this to 700 that updat so this is how immediate and easy this template is to use just enter your invoices and whenever your customers make payments just enter it in the paid amount column and you can add any number of invoices as you need the uh few more things where we can customize this by uh by default there won't be any formatting of dollars or anything like that because I want to make sure that this is applicable to any currency so what you want to do is to just set controll G and then select currency cells and now all the cells where currency is involved will get selected and now you can press control1 and choose any other currency that you may want to use and hit okay so this is how you can customize this template to your preferred currency format the other options here are you can sort easily by for example if you want to sort this by due dates just click this and then say sort oldest to new and then it'll Now sort based on the due dates you can also sort based on invoice date or amount or any of these fields so feel free to sort them okay so now a couple more things so now if I want to calculate the due dates automatically for example here if your due date is always going to be 30 days from the invoice date then you could just write a formula here to say equal select the due date field plus 30 and what this is going to do is to apply 30 days to this and now you want to make sure that you hit overwrite all then only this calculation will happen to all the rows if you don't do that it will not happen to all the rows so if if in your case the due date is always 45 days plus invoice then put equals invoice date plus 45 so this is how you can make the due date automatic the uh last thing I wanted to point out is you can add more columns very easily and you can just type in here in the cell k14 if you want to write some comments or notes just type that in and then start writing your notes the customer call something like that so you can make notes on specific invoices easily by adding a new column you can add any number of columns and you can resize this all this just make sure that the these uh four columns which are formulas don't get edited because if you edit the formulas then it'll be uh it could become incorrect uh if you're not making the right changes okay so now this is um all about this template very very simple to use keep track of all your sales invoices all in one place really have a good control of which invoices are passed you so that we can follow up have a good idea of how much payments will be expected in the next 7 days or next 30 days that is the purpose of this template if you have any feedback on the features included in this template or if you have any questions about what this template can do please leave them in the comments I really look forward to your comment I'll will be very glad to respond to your questions thank you very much for watching this video
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