Client Invoice & Retainer Tracker – Google Sheets Template
Know who has paid, who still owes you, and how much of each monthly retainer is left. One spreadsheet replaces the sticky notes, the inbox searches and the "did I send that invoice?" question.
This is a downloadable file. No physical item is included. You'll receive two files:
- A Google Sheets template. Open the link and make your own copy.
- The same tracker as an Excel (.xlsx) file.
- Invoices: number, issue date, due date, amount and status.
- Retainers: monthly fee, or deliverables included, and how much you've used.
- Clients: contact details, rates and payment terms.
- Dashboard: outstanding, paid and overdue totals at a glance.
Freelancers, consultants, designers, editors, producers and small studios who bill clients by the project or by the month and want one place to see it all.
- Buy and download your files.
- Open the Google Sheets link and choose Make a copy or open the Excel spreadsheet.
- Add your clients, retainers and invoices in the Data Entry tab.
- Log each invoice as you send it and update its status when it's paid.
This is a tracker, not an invoicing app. It keeps your records organized but doesn't send invoices or collect payments.
For your own business use. Please don't resell, share or give away the files.
Provided for organizational purposes only. It isn't accounting, tax or legal advice, and you're responsible for checking that what you record is accurate.
Because this is an instant digital download, all sales are final. If a file won't open or something doesn't work as described, message us and we'll make it right.