Invoice & Accounts Receivable Tracker Pro™
Stop chasing invoices through endless spreadsheets and wondering which customers still owe you money.
The Business Pulse Invoice & Accounts Receivable Tracker Pro™ is a professional Microsoft Excel system designed to help business owners, freelancers, consultants, agencies, contractors, and growing companies gain complete visibility over outstanding invoices, customer payments, overdue balances, and cash collection priorities.
Late payments can quietly damage cash flow, delay growth plans, and create unnecessary financial pressure. This workbook transforms your accounts receivable process into a structured, automated system that helps you track every invoice, monitor payment activity, identify overdue accounts, and focus collection efforts where they matter most.
Whether you issue 10 invoices per month or hundreds, this tool provides the clarity needed to manage receivables with confidence.
What is Included?
Executive Accounts Receivable Dashboard
Instantly view:
• Total Accounts Receivable
• Outstanding Balances
• Overdue Receivables
• Open Invoice Counts
• Average Days Outstanding
• Collection Priority Indicators
Invoice Register
Track and manage:
• Invoice Numbers
• Customer Names
• Invoice Dates
• Payment Terms
• Due Dates
• Invoice Values
• VAT / Tax Calculations
• Outstanding Balances
• Days Overdue
• Invoice Status
Payment Register
Record customer payments and automatically update:
• Invoice Balances
• Outstanding Amounts
• Customer Payment History
• Collection Reporting
No manual reconciliation required.
Automated Ageing Analysis
Monitor outstanding receivables across industry-standard ageing categories:
• Current
• 1–30 Days Overdue
• 31–60 Days Overdue
• 61–90 Days Overdue
• 90+ Days Overdue
Identify overdue debt before it becomes a cash flow problem.
Customer Ledger
Review customer-by-customer performance including:
• Total Invoiced
• Total Paid
• Outstanding Balance
• Open Invoice Count
• Overdue Exposure
• Follow-Up Priority
Focus collection efforts where they will have the greatest impact.
Benefits
Improve cash flow visibility
Reduce overdue receivables
Monitor customer payment behaviour
Prioritise debt collection activity
Eliminate manual tracking spreadsheets
Improve financial control
Professional management reporting
Easy-to-use dashboard interface
No subscriptions or monthly fees
One-time purchase
Designed For
• Small Businesses
• Startups
• Consultants
• Freelancers
• Agencies
• Contractors
• E-Commerce Businesses
• Service Businesses
• Trades & Construction Firms
• Professional Services
Software Requirements
Microsoft Excel 2019
Microsoft Excel 2021
Microsoft 365
Compatible with both Windows and Mac desktop versions of Excel.
Google Sheets is not recommended as some advanced formulas, validation rules, and automation features may not function correctly.
This is a digital product. No physical item will be shipped. Your files will be available for immediate download after purchase.
Support
If you have any questions regarding setup or functionality, please contact us through Etsy Messages and we will be happy to assist.
Business Pulse Studio™
Clarity. Control. Growth.
