Aussie Service Business Tracker: Clients, Bookings, Invoices and Tax Invoice (Excel and Google Sheets)

Clients, bookings, invoices and who owes you, for coaches, beauty, cleaning, trades and consultants.

• Log appointments and jobs, then bill them
• Track part payments and see who's overdue
• The invoice tab fills itself in with your ABN, GST and bank details, and says DRAFT until it has your business name, ABN and invoice date. It also reminds you about buyer details on sales of $1,000 or more.
• Dashboard with money owed, your best clients and the week ahead
• A Check column that flags anything that won't add up

Includes: a blank file for your business, an EXAMPLE file to explore, and the 14-page Toolkit Guide (PDF), including how to stay safe with AI.

Works in: Excel 2016 or newer (Windows and Mac) and Google Sheets (free).

Please note:

• This is a record-keeping tool, not tax, legal or financial advice. Rules and rates change, so check ato.gov.au or ask your accountant or BAS agent before you lodge anything.
• This is a digital download. Nothing is posted.

Refunds: Because these are digital files, we don't offer refunds if you simply change your mind. This doesn't affect your rights under the Australian Consumer Law. If a file is faulty, doesn't match its description, or doesn't work as described in Excel 2016 or newer or Google Sheets, contact us through regulationcollective.com. If there's a major problem, you can choose a replacement or a refund. For a minor problem, we'll fix it quickly.