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Charlie Grant
Charlie Grant

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How freelancers can track client payments in one spreadsheet

If you invoice multiple clients, a simple cash tracker beats scattered notes.

What to track

  • Client name
  • Invoice date / due date
  • Amount
  • Status (draft / sent / paid / overdue)
  • Deposit vs balance

Minimal workflow

  1. Log every quote and invoice the day you send it.
  2. Update status when paid.
  3. Review overdue weekly.

Free sample → weekly tracker → full cash tracker

Soft path (start free):

  1. Free sample — UK Weekly Money Tracker: https://payhip.com/b/MUAul
  2. UK Weekly Money Tracker (£2.50): https://payhip.com/b/62Xui
  3. Full Client Cash Tracker (£8): https://payhip.com/b/XcG0T

Related templates:

Disclosure: I made and sell these templates. Not financial advice. Tracker/organisation tools only — not accounting or tax advice.

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