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How To Track Invoices Using Excel [+Free Template]
- Step 1: Add the Column Headers Open a new Excel spreadsheet file and then define the following column headers: Invoice # Date Issued Client Name ...
- Step 2: Set Up the Formulas Essentially, you’ll need to set up formulas to calculate the days overdue, outstanding balance, and subtotals. Days Overdue ...
- Step 3: Create Filters ...
- Step 4: Enter The Data ...
- Step 5: Track Invoices and Payments ...
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