Invoice tracker
For sole traders who want to know who still owes them
Keep every invoice you send on one sheet and see at a glance what's been paid, what's still owed and what's overdue. It works out each due date, counts the days an invoice is late, handles part payments and credit notes, and totals the money you received in the tax year for your records.
Inside the workbook
- InvoicesOne row for each invoice you send
- SummaryOwed, overdue and received, with checks
- SourcesEvery rate and rule used, with its GOV.UK link
- Start, How to useA cover with the contents, and plain instructions
Where the figures come from
A spreadsheet for organising your own figures. It isn't tax advice, isn't HMRC software and can't send anything to HMRC. Check every figure. Rates and thresholds are for the 2026–27 tax year and link to GOV.UK, checked on 18 Oct 2026. If you're not sure what applies to you, ask HMRC or an accountant. Sources and dates are on the Sources tab. Contains public sector information licensed under the Open Government Licence v3.0. Not affiliated with or endorsed by HMRC.