When you’re juggling dozens of customers, outstanding payments, and due dates, keeping your cash flow healthy can feel like a full-time job. That’s why we’ve created the ultimate Invoice Tracking Template — a ready-to-use spreadsheet designed to help finance teams and business owners gain visibility into what’s owed, what’s overdue, and what’s been paid.
This free tool simplifies the entire invoice tracking process so you can stop chasing payments and start managing your AR like a pro.
What’s This Invoice Tracking Template?
The Invoice Tracking Template is a plug-and-play Google Sheet (or Excel sheet) that helps you:
- Log and monitor all your customer invoices in one place
- Track due dates, payment status, and outstanding balances
- Generate aging summaries at a glance
- Instantly identify which invoices are overdue and by how many days
With a clean and color-coded layout, you can immediately spot red flags (like unpaid invoices older than 90 days) and take action before it’s too late.
Key Features of the Invoice Tracking Template
Let’s break down what makes this template a must-have:
1. Customer Details at a Glance
See all key customer information in one spot, including:
- Company name
- Contact person
- Address
- Phone and fax
2. Invoice Line Items
Track each invoice with the following fields:
- Invoice Date
- Invoice Number
- Customer Name
- Due Date
- Amount Due
- Amount Paid
- Status (Partial, Paid, Sent)
3. Aging Summary Breakdown
Get a real-time aging report showing:
- Current dues
- 1–30 days overdue
- 31–60 days overdue
- 61–90 days overdue
- 90 days overdue
Perfect for planning follow-ups and collection actions.
4. Auto-Calculated Days Past Due
No manual math needed. The template calculates how many days past due each invoice is, so you can prioritize follow-ups.
How to Use the Invoice Tracking Template
- Download or copy the template into your Google Drive or Excel.
- Fill in your company and customer information.
- Enter each invoice in a new row — date, number, amount, status, etc.
- Track payments and watch the “Outstanding” and “Aging Summary” update automatically.
Here are some pro tips:
- Set a weekly reminder to review overdue invoices.
- Use filters to isolate unpaid or partially paid invoices quickly.
- Combine with collection call scripts to streamline follow-ups.
How Peakflo Helps in Invoice Management and Tracking
Peakflo simplifies invoice management and tracking by automating the entire invoicing lifecycle. Users can create, send, and track invoices in real-time, all from one centralized dashboard. With automated reminders, customizable workflows, and smart aging reports, finance teams never lose sight of due or overdue invoices. Integration with accounting software ensures data stays in sync, eliminating manual entry and reducing errors. Peakflo also enables customers to view, dispute, or pay invoices directly through a self-serve portal, accelerating cash collection and improving transparency.
