Free invoice tracker and quote tracker spreadsheets
Free invoice tracker, quote tracker and vendor list templates for Excel and Google Sheets. Overdue invoices highlight themselves, and the totals add up for you.
Simple spreadsheets for keeping track of who owes you, which quotes are waiting, and which vendors need insurance on file. Free, no sign-up. Fill in the blue cells; the rest is worked out for you.
Invoice tracker
Every invoice you've sent, what's been paid and what's overdue (overdue rows turn red), with your totals on the second tab.
Quote tracker
Every quote you've sent, when, for how much, and whether they said yes.
Vendor and subcontractor list
Who needs insurance on file, their contact and their insurance broker.
How to use them
- Invoice tracker: add a row when you send an invoice. When money comes in, type it under Amount paid, or set Status to Paid. Overdue, unpaid invoices turn light red on their own.
- Quote tracker: add a row when you send a quote, and set Status to Accepted or Declined when they decide.
- Vendor list: one row per vendor or subcontractor, with their insurance broker's email if you have it.
- Google Sheets: upload the Excel file to Google Drive and choose File → Save as Google Sheets.
Let the spreadsheet do the chasing
With Lumière Agents, link the sheet once (Google Sheets, or Excel on OneDrive or SharePoint) and we read it every few hours: overdue invoices get polite reminders in your name, quotes get followed up, and vendors get asked for their certificates. Paid rows close on their own. The templates already have the columns the agents need.
Excel is a trademark of the Microsoft group of companies. Google Sheets is a trademark of Google LLC.
Questions
What columns does an invoice tracker need?
At least the invoice number, the customer's email, the amount, the due date and whether it's paid. The template adds the invoice date, amount paid, the balance (worked out for you), a payment link and notes.
Does it work in Google Sheets?
Yes. Upload the Excel file to Google Drive and choose File → Save as Google Sheets. The formulas and the red overdue highlighting carry over.
Can the reminders be sent for me?
Yes. Link the spreadsheet in Lumière Agents and the invoice chaser emails customers about overdue invoices in your name, after you approve each email (or automatically once you switch it on).