Invoice AR Tracker

Tab 1 — Invoice Tracker (main log, 200 rows ready)

• Live dashboard at the top: Total Invoiced, Total Collected, Outstanding AR, Overdue Balance, # Invoices, # Overdue, Avg Days to Pay, Collection Rate — all auto-updating

• 19 columns per invoice: Invoice #, Client, Project/Service, Invoice Date, Due Date (auto-calc), Terms, Invoice Amount, Paid Amount, Balance Due, Days to Due, Days Overdue, Status, Payment Date, Pay Method, Late Fee, Total Collected, Tax Withheld, Notes, Follow-Up?

• Smart dropdowns on Status, Terms, Payment Method, and Follow-Up

• Auto-status logic — Open → Overdue → Partial → Paid with no manual updates needed

• Late fee auto-calculation — triggers once overdue, uses your set rate (default 1.5%)

• 4-color conditional formatting — Green (paid), Red (overdue), Amber (partial), Yellow (due in 7 days)

Tab 2 — Client Summary

• 30 client rows — type a name once, all totals pull automatically via SUMIF

• Per client: Total Invoiced, Total Paid, Outstanding, # Invoices, # Overdue, Avg Invoice Size, Collection %

Tab 3 — Overdue Alert Dashboard

• AR Aging Buckets — Current, 1–30, 31–60, 61–90, 90+ days overdue with live dollar balances

• Follow-Up Action Guide — exactly what to do at each aging stage

• 3 ready-to-send collection email scripts — 1st reminder, 2nd notice, final demand

Tab 4 — Monthly Summary

• All 12 months auto-tallied: Invoiced, Collected, Outstanding, # Sent, # Paid, # Overdue, Avg Invoice, Collection %

Tab 5 — Instructions & Guide