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All-in-One Client & Invoice Tracker

All-in-One Client & Invoice Tracker

$16.50 USD
$33.00 USD $16.50 USD
Sale Sold out
Shipping calculated at checkout.

💛 Watch the Full Video:

🎥 https://youtu.be/MlrIy9YcbvQ

It’s the easiest way to see exactly what you’re getting! 

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Keep your entire client workflow organized in one place with this Client & Invoice Tracker Spreadsheet — perfect for freelancers, coaches, service providers, and small business owners who need a simple CRM system in Google Sheets or Excel.

Track leads, manage client details, generate professional invoices, and stay on top of payment status with a clean invoice dashboard. This all-in-one template acts as a client database, invoice generator, payment tracker, and invoice overview tool — no extra software needed.

Tabs Included

🗂️ 11 SPREADSHEET TABS + FULL SETUP INSTRUCTIONS
✓ Setup
✓ Client Database
✓ Invoice Tracker
✓ Payments Tracker
✓ Communication Log
✓ Task Tracker
✓ Client Dashboard (automated)
✓ Client Lookup (automated)
✓ Invoice Dashboard (automated)
✓ Invoice Generator (automated)
✓ BONUS: Quote Generator

You Will Receive

→ A PDF with the link to the Client & Invoice Tracker spreadsheet for Google Sheets
→ An Excel version of the Client & Invoice Tracker spreadsheet
→ Full setup instructions included in your template
→ A prefilled sample spreadsheet for easy reference
→ A quick video walkthrough on YouTube to help you use your spreadsheet effectively

You Will Need

1. A device to access Google Sheets or Microsoft Excel
2. A Google Account (for Google Sheets) or Office 365 (for Excel Files)
3. Basic computer knowledge

License for Personal Use

📄 Personal Use License

This digital template is for personal use only.

By purchasing or downloading this file, you agree to the following terms:

  • You may NOT resell, redistribute, or share this file or any modified version of it.
  • You may NOT use any part of this template—including its design, layout, formulas, or features—to create your own products, whether for personal gain or commercial purposes.
  • Making a profit from any portion of this digital resource in any form is strictly prohibited.
  • Public or commercial use is NOT allowed.

If you’re unsure whether your intended use is allowed, feel free to message us — we’re happy to clarify.

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