ClientbookFor solo freelancers
Know who owes you, and what you're working on.
One spreadsheet for your clients, projects and invoices. Type an invoice and the overdue ones light up.
Download the free sample
.xlsx · Excel, Numbers, Google Sheets
| Invoice | Client | Amount | Status |
|---|---|---|---|
| 1001 | Example: Fern & Co | 1,200.00 | Paid |
| 1002 | Example: Northgate | 750.00 | Overdue |
| 1003 | Example: Fern & Co | 600.00 | Sent |
| Owed | 1,350.00 |
DashboardClientsProjectsInvoices
What you get
Four sheets that work together. You type clients, projects and invoices; the rest works itself out.
| Sheet | You type | It works out |
|---|---|---|
| Clients | Name, contact, notes | Projects, invoiced, paid and owed per client |
| Projects | Client, status, dates, fee | What is invoiced and what is left to invoice; late due dates turn red |
| Invoices | Number, client, project, date, amount, paid-on date | Due date, Sent, Paid or Overdue, and days late |
| Dashboard | Nothing | Owed, overdue, active projects, fees not yet invoiced, and money in per month |
Room for 200 clients, projects and invoices. Change your payment terms in one cell and every due date follows.
Try the real file
- A real spreadsheet, not a picture: open it and type over the example rows
- Works offline in Excel, Numbers or Google Sheets
- No account, no subscription
A record-keeping template for your own use. It does not give tax, legal or accounting advice.