How to Create Excel Invoice Tracker (Step-by-Step Tutorial) скачать в хорошем качестве

How to Create Excel Invoice Tracker (Step-by-Step Tutorial)

✨ Are you tired of chasing late payments, losing track of invoices, or stressing over manual records? In this step-by-step tutorial, I’ll show you how to create your own Invoice Tracker in Excel that automatically calculates balances, tracks payment status, and helps you stay organized. Here’s what you’ll learn in this video: ✅ How to set up invoice details (invoice #, date, customer name, job, amount due, payment date) ✅ How to add drop-down menus for customer names and invoice status ✅ How to use formulas to calculate balances automatically ✅ How to set up payment statuses (Unpaid, Partially Paid, Fully Paid, Overpaid) ✅ How to apply conditional formatting with colors to instantly spot overdue invoices ✅ Extra tips for adding remarks and making your tracker more powerful Whether you’re a small business owner, freelancer, or service provider, this tracker will help you reduce late payments and manage your cash flow with ease. 📊 Want to save time? You can also grab my ready-made Invoice Tracker template (available in Excel & Google Sheets) → Excel + Google Sheets : https://simstudiosheets.etsy.com/list... Excel : https://simstudiosheets.etsy.com/list... Google Sheets : https://simstudiosheets.etsy.com/list... Check the link below if you want to learn how to create automated invoice template:    • How to Create Automated Invoice Template i...   👉 Don’t forget to like, share, and subscribe for more tutorials on Excel spreadsheets, business trackers, and automation tips. ⏱ Chapters / Timestamps: 00:00 Intro 00:28 Why use an Invoice Tracker 00:54 Creating columns 03:05 Balance formula 03:14 Payment status (Unpaid / Paid / Partially Paid) 04:30 Conditional formatting 07:13 Populate cells with formulas 08:05 Final touches + remarks 08:29 Outro & next steps