Customer and Invoice Manager

Stay on Top of Customer Insights and Invoice Payments

From better managing client relationships to streamlining your invoicing process and staying on top of payment statuses for all issued invoices, this template is designed to help you stay organised and in control of your finances.

What You’ll Get:

• Customer Tracker: Identify your most profitable customers and store all client details in one organised space.
• Invoice Tracker: Monitor all your invoices at a glance and easily track outstanding or overdue payments.
• Autogenerated Invoices: Choose from TWO invoice templates (simple text or text + logo). Create and send invoices directly from your invoice tracker with just ONE click.
• Built-In Instructions & PDF Guide: A guide to help you navigate the tracker.
• FREE Future Updates: All updates to the tracker will be included at no extra cost.

Features:

• Simple Interface: Clean and intuitive layout for hassle-free use.
• Automated Calculations: Total amount, taxes, and outstanding amounts are auto-calculated for you.
• Visual Insights: Automatically generated dashboard and visual indicators for better clarity.
• Accessibility: Enjoy easy access via Google Sheets from anywhere.

Important Notes:

• This is a digital download only; no physical product will be shipped.
• All files are for personal use only. They cannot be resold, shared, or partially modified.