Collaborate on Outstanding Invoice Template for Communications & Media with Ease Using airSlate SignNow

Outstanding invoice template for Communications & Media

Hello friends welcome back to our Channel tracker B today we are diving into another invaluable tool for small businesses and retailers the inventory tracker template small businesses and retail shops often face challenges in managing the credit transactions in the absence of any integrated software but fear not because our inventory tracker template is here to save your day let's start with setting up our base data name of the organization ABC limited start date means the date from which you're planning to start using this template 18th of July 2021 then the currency I'm putting INR it could be anything now let's input the data off our customers we are going to put dummy data for two customers name of the customer 1 2 3 XYZ address a street B Street contact name Mr a Miss B contact number 1 2 3 4 5 6 456789 email ID aate g b atate f then the text identification number 1 2 3 4 4 5 6 7 last the credit period for 1 2 three customer let it be 45 days and for the other one 60 days remember friends the more information you give the better it is but the customer name and a credit period are mandatory Fields once the base data is set you're ready to use the template with every transaction you make let's move on to the invoice detail tab here you will input the invoice number which could be 1 2 and three the invoice date let's say 19th of July 2021 for all the three transactions then the voice amount maybe 100 rupees 200 rupees 300 rupees now from the drop-down menu we can select the client name in the first case I'm selecting 1 2 3 in the second XYZ and in the third again 1 2 3 now since we had taken up the transaction on 19th of July 2021 and the credit period offered to this customer was 45 days and 60 days which had already passed the sell over here shows the due date in red which means the payment is already overdue let's change the state to the current date may be 11th of March 2024 look the date automatically changes whenever you select the customer from the drop down menu all other other details related to the customer are autop populated when you receive any payment against an invoice simply input the amount receip maybe 100 rupees for the first transaction 50 rupees for the second and 150 rupees for the and nothing for the final transaction the template automatically updates the balance amount and and the payment status as we can see for the first transaction status is received for the second it is partially received and for the third it is still pending on the top of the sheet you will find the total built quantity total amount received till date and the total pending amount all these amounts are automatically calculated please refresh from altering the colored sales as they contain the formula essential to use this sheet with each entry in this invo T the outstanding amount against each customer in the master data dynamically updates a template streamlines your create management process making your life easier we hope you find this template as valuable as we do remember it's available for sale on our Etsy shop that is tracker bin. etsy.com the link is in the bio of our Channel also we love hearing from you so don't hesitate to reach out us via either email at pry tracker.com or visit our shop for the customization as we do customization on our standard templates as per the requirement of our clients and that's wrap up our tutorial don't forget to like share and subscribe to our channel for more financial tools based on Google Sheets have a fantastic day and happy financing