What to track
Record the invoice number, customer, issue date, due date, net amount, VAT, amount paid, status and chasing notes. Those fields are enough to spot late payers and keep a practical payment log.
TemplatePilot browser tool
Invoice Tracker Generator
Track paid, due, overdue and part-paid invoices in your browser. Save a local draft, upload a previous CSV/XLSX export and download a clean Excel invoice tracker when you need a portable copy.
No server storageLocal browser saveCSV/XLSX importExcel export
Add invoice
Build the tracker visually
Progress
Summary
Browser draft saves only on this device/browser. Excel downloads and previous export uploads are available in the browser. Uploaded files are read in your browser only.
Upload tips: use a CSV/XLSX with columns such as Invoice #, Client, Description, Issue Date, Due Date, Net Amount, VAT, Amount Paid, Status and Notes.
Live preview
Your invoice tracker
Colour-coded rows help users understand the value before downloading.
Dashboard export
Turn invoice data into a client-ready finance snapshot.
The dashboard preview creates a polished monthly receivables chart showing paid, outstanding, overdue and disputed invoice value by due month.
TemplatePilotInvoice payment dashboard
Dashboard preview
Built for real invoice tracking searches
Invoice tracking without building another spreadsheet from scratch.
This browser invoice tracker is designed for people searching for invoice tracking, invoice generator software, and ways to track invoices and payments in Excel. Start with sample data, add your own invoices, filter paid and overdue work, then export a clean Excel invoice tracker from the records you entered.
If you are a UK freelancer managing between one and twenty clients, this tool replaces a manually maintained spreadsheet with a structured, filterable log. You can record invoice numbers, client names, descriptions, issue and due dates, net amounts, VAT and payment status in one place. When you need to share a payment update with your accountant or send a chasing note to a client, the Excel export gives them a familiar format without requiring them to have any specific software.
The tool does not send invoices, connect to accounting APIs or store data on any server. All records remain in your browser. This makes it suitable for people handling sensitive client financial information who want the structure of a tracker without handing data to a third party.
Invoice tracker guide
Use this free invoice tracker to stay on top of payment chasing.
TemplatePilot's invoice tracker is built for freelancers, contractors and small businesses that need a simple receivables view without setting up a full accounting system. It helps you see what has been sent, what has been paid, what is overdue and which customers need a follow-up.
Best use cases
Use it as a lightweight invoice payment tracker, a freelancer invoice log, a small business accounts receivable checklist or a monthly cash collection snapshot before you send reminders.
Example workflow
Load the sample data, replace it with your invoices, filter overdue rows, export the dashboard chart for a quick finance snapshot, then download the Excel workbook for your records.
Invoice statuses explained
Draft means the invoice is prepared but not yet sent. Sent means you have issued it to the client. Due means the payment deadline has not yet passed. Paid confirms the full amount has been received. Part-paid is for invoices with a partial payment received. Overdue flags invoices past their due date. Disputed marks any invoice under an active query from the client.
VAT handling
Record the net amount and VAT separately. The tracker does not calculate VAT for you — you enter both figures so the Excel export shows the full gross value alongside the net for your records.
Chasing overdue invoices
Use the Overdue filter to show only invoices past their due date. Add a note to each overdue row with the date you plan to send a reminder. Export the filtered view before sending the chart to your accountant as a chasing snapshot.
How to track invoices in TemplatePilot
- Add each invoice with issue date, due date, amount, VAT and payment status.
- Use the status filters to review paid, due, part-paid, disputed and overdue work.
- Save a browser draft if you want to come back on the same device.
- Download Excel or export the dashboard chart before sharing or archiving.
- Upload a previously exported CSV or XLSX to restore your tracking history on a new device.
- Use the chart export to build a monthly receivables summary for client conversations or accounting check-ins.
Is this invoice tracker free?
Yes. The current TemplatePilot invoice tracker is free to use in your browser, including local save, import and Excel export.
Does TemplatePilot store my invoice data?
No. The tracker runs in your browser. Browser drafts stay on the device/browser you use, and uploaded files are read locally.
Can I use this instead of accounting software?
It is best used as a lightweight tracking worksheet. For tax filing, bookkeeping or statutory accounts, still rely on your accountant or accounting system.
Can I upload invoices from my accounting software?
Yes. Use the Upload input on the summary panel to import a CSV or XLSX with columns for Invoice #, Client, Description, Issue Date, Due Date, Net Amount, VAT, Amount Paid and Status. The tracker reads the file locally without sending it anywhere.
What happens to my data if I close the browser?
Unsaved invoice data is lost when you close the browser. Use the "Save draft in this browser" button to store a local copy, then "Load browser draft" to retrieve it when you return.