Invoice Generator + Tracker + Dashboard
The Invoice Tracker + Generator + Dashboard template is an ideal tool for freelancers and small businesses. The application makes it much easier to conduct business and to register documents.
The spreadsheet has also a CRM module.
Generate invoices in the blink of an eye!
The most important functionality of the template is the immediate creation of a PDF document based on the selected pattern. Creating a single invoice takes only a few seconds!
Generates value for you
Value? What makes this template stand out? The keyword is automation, creating a pdf, saving in a database, and a reminder about payment dates in the Dashboard. The added value for your business is the information provided by the template and the saved time.
To create a new invoice is quick and simple. Just select a customer from the list, enter the invoice items with their price, and then press “Generate invoice”. As you can see, there are few actions and their execution usually takes a few seconds. What do we get?
- PDF document in the previously defined location,
- Saved invoice in the database with dates and status
- Updated CRM module with the invoice value for the selected customer
- Updated Dashboard
An extraordinary advantage of this template is its flexibility in modifying. Most sheets based on the VBA code cannot be edited due to references to the application code. This is the opposite of our product, whose connections are flexible. You can edit your document and the macros will still work.
You can edit predefined invoice templates, but you can also add yours, which is very easy thanks to our clever functions.
Today’s business requires not only a working tool in its basic form but requires also additional functionalities and value in a pleasant look. Of course, our product includes all these features. Apart from generating documents, Dashboard has a summary of invoice values and their payment status reminds you of deadlines
- For everyone, freelancers, entrepreneurs, small businesses, private individuals
- Create PDF invoices!
- Automated – registers and reminds about payments
- Fast – you can issue an invoice in seconds!
- CRM – an additional module for more effective Customer Relations Management
- Dashboard with a payment reminder
- Flexibility – you can modify the invoice patterns exactly the way you want!
- Modern and clear design.
- Interface supported by VBA code
- Secure payment (credit card, PayPal, Stripe)
- Instant download
- No usage fees
- Fully editable invoice template
Tested only on Windows.
- Excel file compatible with Excel 2010, 2013, 2016, 2019, 365. Tested on Windows.
- Google Sheets version (with scripts)
- The template is created with VBA Code to automate your work
- Excel File with sample data
- Discount coupon 15%
Need a more advanced Spreadsheet?
CRM, Kanban, Gantt, Flexible Dashboard?
Check out our Excel CRM Pro
Great! Thank you
That’s what I looking for. Do you do custom modifications for that?
We can definitely customize our dashboards for you.
I’ve sent a PM to you
The dashboard could be better, I like the automation however
I thought the Invoice generator generates pdfs only. While it automates copy-pasting process between tables. So I have to select invoice items, price and the customer, then it saves in the database, generates a pdf from a template and tracks it on dashboard. Didn’t expect that possibilities from Excel WOW
Great skills and great template! Thank you Damian for the customization!
I was looking for mobile app. It isn’t for mobile 🙁 However, we’re using it to track our budget – thank you Damian for modifications!!!