Master Your Business Finances | Invoice & Client Tracker Step By Step Google Sheets & Excel Tutorial скачать в хорошем качестве

Master Your Business Finances | Invoice & Client Tracker Step By Step Google Sheets & Excel Tutorial

Invoice & Client Tracker Tutorial | Google Sheets & Excel Business Planner Learn how to use our Invoice & Client Tracker to manage clients, track payments, and organize invoices with ease. Smart, efficient, and fully automated — available for Google Sheets and Excel. ➤ Grab Your Invoices & Client Tracker Here: https://tinyurl.com/3zexehd7 ✅ Included in This Spreadsheet • Setup Tab — Customize your tracker with company details, currencies, and categories. • Client Records — Keep all client information organized and easy to access. • Communication Log — Record emails, calls, and messages for each client. • Payment Tracker — Monitor paid, pending, and overdue invoices efficiently. • Tax Summary — Track taxes collected, owed, and paid for accurate reporting. • Invoice Log — Track all invoices issued, paid, or pending in one place. • Invoice Generator — Create professional invoices quickly and automatically. • Quotation / Quote Generator — Generate client quotes with ease for approval. • Tasks & Deadlines — Manage deadlines, follow-ups, and important tasks. • Client Dashboard — View client activity, payments, and communication at a glance. • Invoice Dashboard — Get an overview of all invoices, payments, and outstanding amounts. • Annual Report — Generate a yearly summary of invoices, payments, and client activity. ✅ TIMESTAMPS 00:00 Intro 00:18 Tabs Protection 00:38 Instructions Tab (AI Assistant Activation) 01:07 Planner Setup 01:47 Client Records 03:34 Communication Log 04:26 Payment Tracker 04:59 Tax Summary 05:33 Invoice Log 06:39 Invoice Generator 07:25 Quotation 08:08 Quote Generator 08:45 Tasks & Deadlines 09:26 Client Dashboard 09:57 Invoice Dashboard 10:25 Annual Report Easy Bookkeeping Spreadsheet Tutorial:    • Easy Bookkeeping Planner to Organize Incom...   How to Use the Ultimate Monthly Budget Planner:    • How to Use the Ultimate Monthly Budget Pla...   Investment Portfolio Tracker Spreadsheet Tutorial:    • Investment Portfolio Tracker Spreadsheet F...   EXPLORE MORE PLANNERS: ➡️ Inventory Tracker Spreadsheet: https://tinyurl.com/2s4z9ups ➡️ Investment Tracker Stock Crypto Portfolio Spreadsheet: https://tinyurl.com/cvvrjk2t ➡️ Ultimate Task Tracker Spreadsheet: https://tinyurl.com/4vt2mtzy ➡️ Student Planner Spreadsheet: https://tinyurl.com/msh7ekke ➡️ Paycheck Budget Spreadsheet: https://tinyurl.com/435wjh29 ➡️ Debt Payoff Tracker Spreadsheet: https://tinyurl.com/3ur8ahyp ⦾ Copyright Notice This product is for personal use only. Redistribution, resale, or sharing of this template in any form is strictly prohibited. #budgeting #productivity #spreadsheets #exceltutorial #exceltips #smallbusiness #smallbusinessowner #smallbusinessgrowth #invoicemanagement #invoice #clientonboarding #financialplanning #financialeducation #googlesheetstutorial #googlesheetsguide #excel #businessmanagement #smallbusinesstips #bookkeeping #bookkeepingbusiness #exceltips