Two practical templates for freelancers: scope, proposals and client work
Project Details
Keep unpaid invoices visible without buying accounting software. Log status, due dates, and every chase on one Excel / Google Sheets workbook â Dashboard, Invoices, Chase Log, and polite payment-term snippets included.Whatâs included⢠Excel .xlsx workbook (Dashboard, Invoices, Chase Log, Rates & Terms, Instructions)⢠Status dropdowns: Draft â Sent â Due â Overdue â Paid⢠Dashboard metrics (outstanding, overdue count, paid this month, avg days to pay)⢠Chase Log for email / call / LinkedIn follow-ups⢠Copy-paste payment-term and polite chase email snippets⢠Google Sheets import instructions in the READMEWho itâs forUK & remote freelancers who invoice clients and want a simple paper trail for chases.How to useOpen in Excel or LibreOffice, or import to Google Sheets. Replace the EXAMPLE rows with your clients. Metrics update when you edit Invoices / Chase Log â no macros.CompatibilityMicrosoft Excel, Google Sheets (Import), LibreOffice Calc. No VBA.Also usefulFree polite chase email snippets (UK tone): https://brewpage.app/public/ETRt1BQO0q · Gumroad free pack: https://gajames.gumroad.com/l/tjrcykSolo Freelancer Client CRM (£12): https://gajames.gumroad.com/l/pxnxrFreelancer Ops Bundle (£29): https://gajames.gumroad.com/l/freelancer-ops-bundleRelated reading: https://dev.to/gorky_smith_2f69cbd7a0ffd/how-i-track-overdue-freelance-invoices-in-a-spreadsheet-uk-friendly-chase-cadence-3d1lMore guides: https://brewpage.app/public/WWAqpLKhQJ/DisclaimerOrganisational / productivity template only. Not accounting software, bookkeeping, payroll, or tax/VAT/CIS/legal advice. Late-payment rights depend on your contracts and UK law â check GOV.UK and a qualified professional for your situation. You are responsible for your own figures and compliance. EXAMPLE names and amounts are fictional.RefundsDigital download â please check the storefront refund policy before purchase.Week-1 Ops Starter Bundle (£19): get this tracker plus the Client Onboarding Checklist and Scope Creep Reply Pack for £19 â save £1 vs £20 separately: https://gajames.gumroad.com/l/week-1-ops-starter-bundle