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Accounts Receivable Tracker - Excel/Spreadsheet Template With Formula

Product by

cbiancajane
About this product

Keep your finances in order with my comprehensive Accounts Receivable Tracker! Designed for small businesses and freelancers, this easy-to-use Excel template helps you efficiently manage your invoices and payments.

Features:

• Customer Tracking: Easily enter and manage customer names, invoice numbers, and important dates.
• Automatic Calculations: Automatically calculates outstanding balances, ensuring accurate tracking of amounts due and paid.
• Status Monitoring: Track the payment status of each invoice with a simple dropdown menu for "Paid" or "Unpaid".
• Notes Section: Add comments or payment reminders for each invoice to stay organized.
• Summary Section: Get an at-a-glance overview of your total amounts due, paid, and outstanding balances.

Benefits:

• Time-Saving: Streamlines your accounts receivable process, saving you time on manual calculations.
• Accuracy: Reduces the risk of errors with built-in formulas.
• Organization: Keeps all your invoice information in one place for easy access and reference.
• Flexibility: Fully customizable to fit your specific business needs.

How to Use:

• Enter your customer information, invoice details, and payment information in the designated columns.
• Let the tracker automatically calculate outstanding balances.
• Update the payment status using the dropdown menu.
•Review the summary section for a quick financial overview.

Perfect For:

• Small business owners
• Freelancers
• Accountants
• Bookkeepers

File Format: Excel (.xlsx)

Download Includes:

• 1 Accounts Receivable Tracker Excel Template
• Step-by-Step Instructions for use

Stay on top of your accounts receivable and ensure timely payments with this efficient and user-friendly template!

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Product listed by

Bianca Cuyugan

from Marikina City, Metro Manila (NCR), Philippines

I provide precise bookkeeping and financial management services to keep your business financially maintained. Additionally, I offer basic graphic design services, creating engaging digital presentations and visuals to enhance your business communication. My goal is to support your success with comprehensive financial solutions and compelling visual content.

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