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Invoice tracker google sheets for Personnel

welcome to the demo video of our invoice tracker spreadsheet in this video we're going to have a better look at the different tabs of the invoice tracker spreadsheet as well as how to set up your invoice tracker spreadsheet this spreadsheet contains a total of three tabs the first T you will find in a spreadsheet is a instruction stab where you will find some quick instructions on how to use the spreadsheet as well as a link to our instruction guide and our help desk the second Tab and probably the most important tab is our invoices dashboard this tab basically gathers all your information from the separate invoice information that you log in the third Tab and shows it in a nice and easy to read overview for you we'll come back to this tab a little bit later but let's have a better look at our invoices tab first so the invoice tab was designed so you can add all the detailed information of every single invoice you've issued and easily keep track of individual invoices so we have added several Columns of information that you can add to each invoice for example you can add an invoice number you can add a name if you like for example let's say you've issued an invoice to someone named Smith then you can add the date the invoice was issued so add the date all you have to do is double click on the fields and a little calendar will pop up you just select the date and it will fill in automatically you can then also add a due dat you can then also add the amount of the invoice when you add add the amount the amount du will automatically update as well as the status of the invoice this will change depending on the amount paid that you enter so for example if an invoice was paid partially and someone already deposited $50 towards the invoice it will update to partially paid if someone paid the full invoice and you entering the full $100 it will automatically update to paid and the amount due will show zero if someone paid too much it will also show that the invoice was overpaid it will also then show a negative amount of the amount due now when a invoice is paid in full you can add the date that it was paid in full let's say for example the 15th you can do this the same way as for the date issued and the date do you just double click on the fields and lastly we've also added a common with the last update so that for example when you're going through invoices you can add when you've last checked if an invoice was paid or not and if it's been paid in full so that way you don't have to go through every single invoice every single time now if an invoid is paid partial or is completely unpaid as you will see right here if today's date is past the due date it will automatically color orange this will disappear once a bill or an invoice is paid in full you can add as many invoices as you need and we've also added a little section here for any additional notes for example if you've sent a first reminder or a second reminder or anything else that you'd like to add so that you can add more information about the separate invoices now all this information will be taken for you and will be translated into easyto read graphs so now that we for example addit the first invoice we can see that this was due in October that the that there's no unpaid invoices at the moment that the total amount was $100 and the amount was fully paid so it's $100 now now you'll have a year overview in the bottom here to change the year for which you want to see the year overview you can just adjust the years here now in this little overview you will also be able to update the currency when you update it here as you will see it will update everywhere else on the spreadsheet and lastly in the overview you can change the start and the end date for which you would like the top overviews to show so for example if you only would like to see a status breakdown the amount breakdown total invoices and total total amount for the month of December you simply double click select the start date on the 1st of December and then it will only show from the 1st till the 31st of December now since we haven't locked any invoices in December all of this is empty so now let's add a couple more invoices to see what it does to the spreadsheet so for example we add a couple more invoices let's say they were all issued in the beginning of October but now the due dates were different some were due on the 20th some were do on the 21st and some were due on the 9th let's say they were all $100 now you can see that if you add the amount paid if a small deposal is made it automatically updates just like the first one on the top of the invoices tab we've also added what's called a slicer a slicer will allow you to filter your data by any type of column that you can see on the top here all we have to do for this is double click on it then let's say if we want to filter by the column of status which is this column we click okay now we leave it and over here you can now customize it so let's say if we only want to see The partially paid and the unpaid invoices because these are all that we want to update we unselect paid and we unselect the blanks and you just simply click okay now all you will see is the partially paid and the unpaid invoices that are so the invoices that are still due this will make a little bit easier to find the invoices that you need to update versus the invoices you don't need to update so now we can easily add all of them to a page status for example and now if we simply click everything thing again so we click select all and we click okay we will now be able to see all invoices again you will also now see that all of this has been updated and if now we would want to see everything including the month of October for the last quarter we will see all four invoices have been paid the amount paid was $400 $ there's four invoices and the total amount was $400 now let's say one invoice was not paid yet now you will also see a progress bar here to show that $100 was unpaid $300 was paid and this will also reflect on the top overviews and that is it that is everything you need to know about this spreadsheet if you have any other questions about the spreadsheet uh specifically on how to use it or if this spreadsheet suits you and your type of business just reach out to us I'll leave some contact information in the description box down below thank you for watching and have a great day