![]() ![]() On the bill tracker spreadsheet page on, you can also download a free PDF version of this checklist. It is a free tool used through Microsoft Excel. Vertex42 Bill Tracker Template This simple, printable spreadsheet helps you organize your list of bills, then print a copy to use in your budget planner. The bill payment schedule is a great tool for getting finances in order. Sometimes you just need to see how much money you are really spending in order to make the necessary cutbacks. This bill tracker will allow you to see which bills are important and which ones you can do without. Sometimes lining up all of our bills and seeing the monthly total can be a big scary. Most of us don’t even realize how much money we spend on a monthly basis. Help yourself budget with the bill tracker: You can be hit with late fees, overdraft fees or even worse, higher interest rates! For most, missing bills is not due to the inability to pay, but due to losing track of bills because we are all so busy! This software will help eliminate that problem. These days banks have no mercy when there are late payments or overdrafts. The best feature of the bill payment schedule template is to track which bills you have paid. Use the bill payment schedule to track your bills: The bill payment schedule tracker not only allows you to remember which bills you have paid, but also allows you to budget accordingly by seeing all your bills listed in one place. Microsoft Excel has a great program for tracking which bills you have paid. Especially for those who do it the ‘old fashioned’ way and mail in paper checks every month to pay your bills it can be difficult to remember who you have paid already. Simple Invoicing - This article explains how you can organize your invoice files and store copies of the invoice for billing repeat customers.In an era with online banking and new technologies every day to help us stay organized it is still easy to lose track of which bills you have paid.In this template, all you need to do is select "RECEIPT" from the drop down box in cell H1 and a note will appear below the total that says "Paid in full. You could change the label to QUOTE # to refer to a previous quote, or you could just delete the label and leave the field blank.Ĭreating a Receipt: If you need to give a client a receipt after they pay the invoice amount, you can just change the label at the top in cell H1 from "INVOICE" to "RECEIPT" and add a note below the Total saying something like "Paid in full." If you think your client may not understand that, you could change the label to DUE DATE and enter a date.Ĭustomer ID: If you are only billing a few clients, you may not need a Customer ID field. But with these free-to-download and printable bill payment templates, you can track your dates, payment amounts, and other financial information so you can always access everything in one place. ![]() Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed. Finance is not an easy thing, especially when it comes to remembering your bill payments. It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. It is not as professional to send an invoice in an editable format like an Excel or Word document. Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. You probably don't want your client to know that this is the first time you have ever billed anybody. You can choose to send a letter in your own name or in joint names. This is known as exercising your first right of appropriation. If this is your first invoice, start with an invoice number of 1042. Sample Letter Ask your bank to pay particular bills out of your account (sole name) Use this letter when you need to ask your bank to pay particular bills out of your account from money you have paid in. ![]()
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