Invoice Tracker Template
An invoice tracker is the working list: one row per invoice, with issue date, due date, amount, what has been paid and how many days late it is. It is the sheet you open to decide who gets a call this morning.
This is deliberately not an aging report. An aging schedule buckets what you are owed into 30, 60 and 90 days and tells you how bad the position is; a tracker tells you what to do about it today. If you want the summarised view, use the accounts receivable aging template alongside this one — they answer different questions and most finance teams keep both.
Chase order should come from the sheet, not from memory. Sorting by amount puts the big invoice first; sorting by days overdue puts the oldest first. The useful ranking is both at once — amount multiplied by days late — because an invoice that is small and ancient is usually a dispute nobody logged, while one that is large and a week late is simply a reminder away from being paid.
Allow for partial payments or the sheet will lie to you within a month. Real customers pay most of an invoice and hold back the disputed line, and a tracker with only paid-or-not status will either write the whole thing off as collected or keep chasing the full amount. A paid-to-date column and a balance column fix it, and the balance is what rolls up into what you are actually owed.
The part that goes stale is matching payments to invoices: money arrives as a bank line with a reference that may or may not mean anything. Finmap reconciles those against open invoices as they land, so the status column reflects the bank rather than the last time someone updated the file.
