I will build a client onboarding and payment tracker in excel

Bring client onboarding, task tracking, invoices and payments together in one organised workbook.

I will build a customised client onboarding and payment tracker in Microsoft Excel or Google Sheets, designed around your business workflow. It will help you monitor each clients progress, outstanding tasks, invoice status and payments without searching through emails or disconnected spreadsheets.

Your workbook can include:

• Client database and contact records
• Custom onboarding stages and checklists
• Project or service tracking
• Invoice, due-date and payment records
• Paid, unpaid, partial and overdue statuses
• Income and outstanding-balance summaries
• Visual alerts for overdue payments
• Automated KPIs, charts and dashboards
• Dropdown menus and conditional formatting
• Custom colours and branding

Ideal for freelancers, consultants, agencies, coaches and small service businesses.

Your workbook will be practical, user-friendly and customisednot a recycled generic template.

Please message me before ordering if you require macros, APIs, payment-platform integrations, automated emails or major changes to an existing workbook.