Track Open Invoices for Follow-up
Description: Use this excel template to track when follow-up is needed on outstanding invoices. Enter the customer specific information and the length of time until follow-up is required and the formulas do the rest. There are notes included within this template to guide you.
This excel template that has been built using an excel table; as rows are added all of the necessary formulas are automatically populated and each row alternates color (the template is setup with blue and white alternating row colors, but you can quickly adjust the color scheme to your choosing).
Enter the invoice specific information into all of the columns that are not shaded gray (gray columns include formulas). All formulas are unprotected and can be seen so you can evaluate them for yourself. Additionally, no part of this excel template is locked - you can add additional information and track as many individual aspects of a project as you see fit.
As shown in the picture above, when follow-up is required and not yet performed (performance is indicated by an "x" next to the date of follow-up) the date turns red. Additionally, the last column will either say "Follow-up" or "Ok" as necessary.
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* Note, utilizing the features of this excel template requires Microsoft Excel® 2007 or later - some of the attributes such as the graded shading, tables, or 3-D formatting are not compatible with earlier versions.