What's inside
- Invoices: number, client, issue date, due date and amount. Paid, balance, status (Paid / Part paid / Open / Overdue), days overdue and aging bucket calculate automatically
- Payments log with partial payments: add one row per payment and the balance updates
- Summary: outstanding, overdue, not yet due; aging (1–30, 31–60, 61–90, 90+ days) with a check that the buckets add up; invoiced and received this year; average days to get paid
- By-client table: invoiced, received, unpaid and overdue for each client
- Overdue invoices highlighted in red; sample file with 24 invoices for 5 clients
Checked, not just designed: 3,763 formulas, zero errors; every invoice's balance, status, days overdue, aging bucket and paid-in-full date in the sample, plus all totals, match an independent calculation.
Excel 2019+ / Microsoft 365 or Google Sheets.