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$
USD
I will build or fix a custom excel project and invoice tracker
J David
About this gig
Keep projects, invoices and partial payments in one clear Excel workbook. I can tailor your existing file or adapt the included fictional sample. Depending on your package, youll receive project and invoice tabs, formulas for paid and overdue balances, status dropdowns, a dashboard for balances and due dates, English or Spanish labels, a quick-start guide and one revision within scope.
Before ordering, share your Excel version, required columns, dashboard metrics and a redacted or fictional sample. Do not send bank details, tax IDs, passwords or sensitive customer data. Delivery is an editable .xlsx file. This workflow tool is not bookkeeping, tax, legal or accounting advice. Macros and external integrations are excluded. Ill agree on any extra scope before work starts. The portfolio sample uses fictional names and figures; it contains no client results, reviews or testimonials.
Get to know J David
J David
Custom Excel Trackers for Projects and Invoices
- FromUnited States
- Member sinceOct 2024
Languages
Spanish, English
Hello, I’m David. I build and customize editable Excel trackers for projects, invoices, partial payments, and due dates. Depending on the agreed scope, your workbook can include calculated balances, status lists, a compact dashboard, Spanish or English labels, and a short handoff guide. I can adapt a redacted workbook or start from my fictional demo sample. I also provide organized administrative support with email and calendar workflows. Please send only fictional or redacted data.
My Portfolio
FAQ
Can you track partial payments?
Yes. The standard setup records paid-to-date per invoice and calculates the remaining balance. A dated history of every installment needs separate scope.
Do you need real client or bank data?
No. A redacted or fictional sample is enough. Never share bank credentials, passwords, tax IDs or sensitive client records.
Are macros or external integrations included?
No. Packages cover editable formulas and workbook changes. VBA, bank feeds or outside integrations require a separate agreed scope before work starts.
