Freelancing · free guide

Track invoices in Google Sheets

Freelancers lose money to untracked invoices, not to bad clients. A single sheet with status and overdue highlighting recovers the “oh no, that was 60 days ago” invoices.
What the full guide covers
1

Set up the five core columns

Invoice #, client, amount, sent date, paid date. Everything else is decoration.

2

Add a status dropdown

Data validation: Draft / Sent / Paid / Overdue. Manual status is fine; formula-computed is fragile.

3

Highlight overdue rows with conditional formatting

Custom formula: sent date older than 30 days AND status ≠ Paid → red. Money becomes visible.

4

Add a dashboard row for totals

SUMIF by status: outstanding total, overdue total, paid this month. Three numbers that drive behavior.

5

Build the weekly chase habit

Monday: filter Overdue, send one polite nudge each. Consistency, not aggression, gets invoices paid.

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Keep going

Set up recurring invoices in PayPal →Month-end receipts roundup →Set up a Shopify discount code →