WorkluneInvoices & receivables
Invoice & Payment Tracker
Know what has been invoiced, what has been paid, what is overdue, and which balances need follow-up.
Workflow: Client → Invoice → Payment → Outstanding Balance → Aging
Digital downloadExcel 365Google Sheets importSample data
What it helps you do
A focused system, not another complicated app.
- Invoice register with issue date, due date, amount and status
- Payment log that supports full and partial payments
- Automatic outstanding balance and overdue calculations
- Receivables aging buckets from Current through 90+ days
- Monthly invoiced-vs-collected reporting
- Dashboard with collection rate, open invoices and overdue balances
Built for
Freelancers, consultants and small service businesses that issue invoices and need a simple way to stay on top of collections.
Use the workbook as an operating and planning tool. It is not a replacement for professional accounting, tax, legal or specialist software where those are required.
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Guides related to this product
Practical articles built around the same problem this Worklune tool is designed to solve.
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