All-in-one client and invoice software with multiple device views on a light blue background
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Client database software interface with sorting and filtering features on a blue background
Client lookup tool with features and benefits on a white background
Project management software interface with project tracking details
Invoices software interface with features and benefits listed
Invoice Generator tool with two displayed invoices on a light blue background
Payments tracking software interface with invoice details and totals.
Software interface for managing communications with clients, showing features like communication history, spotlight, insights, and follow-up management.
Task Tracker software interface with various features highlighted
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Dashboard tool for business monitoring with charts and graphs on a blue background
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Vendor:Smart Kit Designs

Client & Invoice Tracker

$32.99 USD

The Client & Invoice Tracker is an all-in-one client management system designed to help freelancers, consultants, agencies, coaches, and service-based businesses manage clients, projects, invoices, payments, communications, tasks, and follow-ups in one organized Google Sheets workspace. From onboarding new clients to tracking project progress and collecting final payments, this powerful CRM spreadsheet provides complete visibility into your business operations while helping you stay organized, save time, and deliver a better client experience.

Pairs well with

Delivery: Instant Download

Platform: Google Sheets

Tabs Included: 11 Tabs

License Type: Standard

Access: Unlimited

Product details

What's Included

The template includes 11 tabs designed to help you manage your entire client workflow:

  • Setup – Customize services, team members, invoice settings, payment terms, statuses, and workflows
  • Dashboard – Monitor 50+ business metrics covering clients, projects, invoices, payments, tasks, and communications
  • Clients – Store client details, contact information, services, status, and relationship notes
  • Client Lookup – View a complete 360° overview of any client, including projects, invoices, tasks, communications, and follow-ups
  • Projects – Track project progress, deadlines, project health, completion rates, and active engagements
  • Invoices – Manage invoices, balances due, payment status, and billing activity
  • Invoice Generator – Create professional invoices automatically or manually
  • Payments – Record payments, monitor outstanding balances, and track partial payments
  • Communications – Log emails, meetings, calls, conversations, and follow-up actions
  • Tasks – Manage deadlines, priorities, assignments, and team workload
  • Calendar – Visualize upcoming tasks, follow-ups, and invoice due dates

It also includes a Step-by-Step Written Guide + Full Video Tutorial

key Benefits
  • Manage clients, projects, invoices, payments, and communications in one place
  • Create a centralized client database and CRM system for your business
  • Track invoice balances, payment activity, and outstanding amounts with ease
  • Monitor project progress, completion rates, and project health
  • Never miss client follow-ups, deadlines, or important tasks
  • Gain visibility into business performance through 50+ automated metrics
  • Save time with automated calculations, dashboards, and reporting
  • Improve organization and streamline client management workflows
Who is this for

This client management template is ideal for:

  • Freelancers
  • Consultants
  • Agencies
  • Coaches
  • Virtual Assistants
  • Service-Based Businesses
  • Marketing Professionals
  • Creative Professionals
  • Small Business Owners
  • Solopreneurs

Whether you're managing a handful of clients or growing a busy service business, this template helps keep every client relationship, project, invoice, and follow-up organized in one place.

The Smart Kit Difference

Most client trackers focus on just one part of your workflow. The Client & Invoice Tracker brings everything together in one connected system, so you can manage client relationships from onboarding to final payment without jumping between spreadsheets.

Instead of piecing together separate tools for clients, projects, invoices, payments, tasks, and follow-ups, you'll have a complete view of your business in one place.

  • See every client interaction, project, invoice, payment, and task in a single system
  • Quickly access a complete 360° client overview with the Client Lookup tool
  • Monitor business performance with 50+ metrics across revenue, projects, invoicing, and workload
  • Built specifically for freelancers, consultants, agencies, coaches, and service-based businesses

Whether you're managing 5 clients or 50, you'll spend less time searching for information and more time delivering great work.

Important Notes
  • One-Time Payment: Pay once and enjoy unlimited access with no subscriptions or recurring fees.
  • Digital Download: This is a digital product. No physical item will be shipped.
  • Google Sheets Compatible: This template is designed exclusively for Google Sheets and is not compatible with Microsoft Excel.
  • Access Requirements: A free Google account is required to use this spreadsheet.
  • Reusable: Use the template again and again by creating a fresh copy whenever needed.
Disclaimer

This spreadsheet is provided for informational and organizational purposes only. Smart Kit Designs does not provide financial, accounting, tax, or legal advice.

Users are responsible for verifying the accuracy of their records and consulting qualified professionals when making business, financial, accounting, tax, or legal decisions.

Under no circumstances shall Smart Kit Designs be held liable for any direct, indirect, incidental, or consequential loss, damage, or expense arising from the use of this spreadsheet.

Google Sheets is a trademark of Google LLC. Smart Kit Designs is not affiliated with, endorsed by, or sponsored by Google LLC.

See the template in action

Explore every feature, dashboard, automation and tool included in the template through our detailed walkthrough. Learn how the system works together and pick up practical tips to help you stay organized, get paid faster and get better results with your clients.

Watch the Video Tutorial

FAQs

Please read our FAQs page to find out more.

Is this a one-time purchase or a subscription?

This is a one-time purchase. There are no monthly fees, subscriptions, or recurring charges. Once purchased, the template is yours to use indefinitely.

What do I receive after purchase?

After purchase, you'll receive a link to open the template in Google Sheets. Simply make your own copy and save it to your Google Drive. No physical product will be shipped.

Are instructions included?

Yes. Every template includes written instructions to help you get started. Many templates also include a step-by-step video walkthroughs covering setup, features, and best practices.

Can I customize the template?

Yes. All templates are fully editable and can be customized to fit your needs, including categories, labels, colors, and other settings where applicable.

What if I accidentally delete a formula or make a mistake?

No worries. Most changes can be reversed using Google Sheets' Undo feature or Version History. Every Smart Kit Designs template also includes access to a fresh copy, so you can always start over if needed.

What is the standard license?

With the standard license:

You may:

  • Use the template for personal use
  • Use the template within your own business
  • Share with internal team members
  • Customize the template
  • Deliver copies to clients as part of your services

You may not:

  • Remove Smart Kit Designs branding
  • Resell the template as a standalone product
  • Redistribute the template outside of client engagements
Do you offer refunds?

Due to the digital nature of our products, all sales are final and refunds cannot be provided once access has been granted. Please review the product description and preview images carefully before purchasing.

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