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English
$
USD
I will create an automated invoice and payment tracking spreadsheet
Presentation Designer and PowerPoint and Pitch Deck Expert
Hi, I’m Victoria, a professional presentation designer specializing in investor pitch decks, PowerPoint redesigns, Google Slides, business sales decks, and real estate presentations.
I help startups,...
About this Gig
Need an easier way to manage invoices, record payments, and track outstanding balances?
I will create an automated invoice and payment tracking spreadsheet tailored to your business using Microsoft Excel or Google Sheets.
WHAT YOU WILL GET:
- Organized invoice register
- Invoice numbers, client details, and dates
- Automatic subtotal, tax, and total calculations
- Payment status tracking
- Paid, unpaid, and overdue invoice indicators
- Outstanding balance calculations
- Due dates and payment records
- Revenue and payment summaries
- Clean, professional dashboard
PERFECT FOR:
Freelancers, consultants, agencies, contractors, and small businesses.
WHY CHOOSE ME?
I focus on accurate formulas, easy navigation, clean layouts, and practical automation to simplify your invoicing workflow and help you monitor payments.
Your spreadsheet will be customized to your business requirements and delivered in your preferred format.
.
Let's build a smarter way to track your invoices and payments!
Platform:
Google Sheets
•
OpenOffice
•
Microsoft Office
Development technology:
RStudio
•
Power BI
•
QuickBooks
Expertise:
Formatting
•
Pivot tables
•
Functions
•
Dashboard
•
Cleaning
FAQ
Will the spreadsheet calculate invoice totals automatically?
Yes. I can configure formulas for subtotals, applicable tax, totals, payments received, and outstanding balances.
Can it track overdue invoices?Do you work with Excel and Google Sheets?
Yes. I can create the spreadsheet in either platform, depending on your needs. Yes. Due dates and payment statuses can be used to flag overdue invoices automatically.
Can it track overdue invoices?
Yes. Due dates and payment statuses can be used to flag overdue invoices automatically.
. Can I track multiple clients?
Yes. The workbook can include client details, invoice histories, and payment records.
Can you customize it for my business?
Yes. I can tailor the columns, currency, tax fields, payment statuses, and reports to your workflow.
Can it generate invoices as PDF files?
PDF export can be added if supported by the chosen setup. Automated batch exports or macros may require a custom offer.
Can it send payment reminders automatically?
The spreadsheet can flag invoices that need reminders. Sending emails automatically requires additional automation and setup.
Does it connect directly to my bank or accounting software?
Not by default. Live connections require separate assessment and integration work.
