Streamline Your Workflow with Our Invoice Tracker Template Excel for Customer Service

Invoice tracker template excel for Customer Service

okay everyone so in this next video what i wanted to show you here on how i created an invoice tracker so at least you can go and customize this on your own at least you'll have an idea also that this is a good thing to start especially if you're starting out in web development having some sort of way for you to monitor your income your profit let's say for example you decide to go and put up your own freelancing business this might be an option that you might want to choose and of course we would want to have some sort of way for us to monitor our income so that we can also ensure that we will be able to utilize the invoiced tracker that we will be creating in this video for tax purposes if we will be operating as an actual business right so i just wanted to create this video here so at least you'll have some sort of way for you to also monitor your own income so right now we have our transaction number here let's have a transaction number the month when the transaction was done let's have an invoice date invoice number let's have a company name or client name let's say we have a company or client then let's have a deposit invoiced invoiced let's also have here the date feed when did the client pay you uh did they fully pay you is it overdue so payment status let's say payment status let's have here payment types will also be something that we can monitor payment types let's also have here the cost how much did the client pay you let's just change this to [Music] i have wrong here let's also center the text complete paid invoiced company name [Music] let's go change the color to green and let's have client reference number cost so sub a client reference number you can also have here a service category detailed description and other remarks we might want to put some remarks here and the location from where the client operates so let's now go add at least let's say 50 first 50 transaction perhaps would be good for a hundred transaction if we're going to estimate that this will be for the whole year right okay since that's of this let's enter all of the text now let's go and add another sheet for some menus now let's go and work on some of the months let's have a menu for the months that will be january onwards right up to december let's have a menu for the deposit invoiced this is this will serve as the milestone that you can have with the client having some sort of uh contract with the client when it comes to the payment method it's good that you have a deposit coming from the client 50 30 you can try to modify this depending on how you think this will be good for your operation deposit 10 deposit let's have a 50 final invoice let's say 30 second deposit invoice um 30 third deposit invoiced let's have a 10 final deposit invoiced and full payment let's see the client did pay in full right now let's have a service category that involves the services that you would want to include into your services as a web developer right you might want to accept transcription jobs video editing audio editing logo design banner design can be another option having a web design or web development uh let's have wordpress or cms databased product photography if you want to go and provide them with services for photography photo editing seo services newsletter design digital marketing animation game development and other possible sources of income for your freelance business let's also have here a menu for payment status are they fully paid are they partially par did they provide partial payment or are they overdue the clients that you have uh based on your contract so these are some of the menus now let's go and try to implement that here in our month option here let me just use the data validation option of excel here data validation create a list then use the source that we've created in the menu worksheet click ok now we have the following months okay we can also go and try to fill series that now we have the option for our um transactions here okay so let's go and have here let's say this is going to be for the month of february invoice date let's have an invoice date here let's say today's february 9 2022 then in voice number we can have the name of your company then let's just generate an invoice number here then let's say a client we have a let's say wayne corporation deposit invoiced we can also add a data validation option for that let's create a list then go to menus we have the deposit invoice here click ok let's say they paid full payment date paid will be february 9. let's give this a bit of a space here and the payment status let's also add a validation for that we can use the list that we've created in the menu option here fully paid overdue for partial payment we know that they paid fully paid so full payment fully paid payment status payment types let's also add a data validation here let's have a list payment types okay so we don't have payment types yet in our menus let me just cancel this let's create one for our payment types let's have payment types possible payment cash payment bank transfer [Music] paypal here in our country we have gcash paymaya check others now let's go and use that list so that we can validate here create a source and select the following options here let's say they paid through gcash the cost will be 500 pesos let's change this to uh philippine peso in our case now for the client reference number i would want to identify which client this is so we can go and use concatenate concatenate [Music] and we have the wing corporation company comma then let's have a dash here let's have strings here so let's have a dash character and then we want to combine that with our invoice number so that that would be the reference number that we can provide this company okay or the client service category same data let's add the data validation here create a list get the list from our menus so you can just add this add some more information here if you want so logo design was the task that they asked us to do so logo design for new uh product of wing corp okay let's see this is going to be in the philippines let's save that now that's it guys we now have the following information for us to be able to utilize the information of course we also want to have this selected we can adjust this to [Music] um some options here let's say we have anna we want to add some visual representation if they're fully paid if they're overdue did they partially pay so at least we also get to easily visually analyze our invoice tracker here so what i'm going to do i'm going to go to home here conditional formatting create a new rule here and add some rows here and i would want to go assign a value here fully paid i'm not going to use an absolute value but a relative one and let's have an equal sign there equal sign fully fade then format here let's give this a color of green okay that's color key now let's go and have a new rule here's another format now let's go and add dollar sign h3 and partial payment let's go choose this i think this is orange apply click on that so we have partial payment fully paid and overdue let's create another rule here so same deal now let's go and assign the column h3 overdue then let's give it a color thread click ok apply let's go and test fully paid partial payment and overdue so let's just go and have all of this prepared for us now let's go and try to fill out some more information here so let's have february excuse for blood here february let's say february 9 20 22 another client let's just go and feel serious this let's say queen's corporation and this time they paid 50 deposit save that and because it's 50 deposit for our second client for the day let's just go and put here partial payment there we go we now have that if it's red it's working now and let's have some of the payments method that we have here they paid cash say another 500 let's just uh same thing here just have zero first and let's have 500 again and they have here uh let's see here there we go we have automatically generated a client reference number for a specific client and we have here logo let's say this time they had a banner design banner for new product of queen's corporation let's just try to correct this this came from the us there we go guys we now have uh invoice tracker that we can utilize for tracking the transactions that we've done for certain clients or a person uh if ever you will be starting with freelancing