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Accounts Receivable Tracker Spreadsheet Template

Keeps record of outstanding invoices owed by customers with due dates and payment status.

Accounts Receivable Tracker
This spreadsheet is designed to monitor and manage outstanding invoices owed by customers. It tracks invoice details, due dates, amounts owed, payments made, and outstanding balances.

Customer Name	Contact Email	Invoice Number	Invoice Date	Due Date	Invoice Amount	Amount Paid	Balance Due	Payment Status
{#invoices.customerName}	{#invoices.contactEmail}	{#invoices.invoiceNumber}	{#invoices.invoiceDate}	{#invoices.dueDate}	{#invoices.invoiceAmount}	{#invoices.amountPaid}	{#invoices.balanceDue}	{#invoices.paymentStatus}

Total Invoiced					=SUM(invoices[Invoice Amount])
Total Paid					=SUM(invoices[Amount Paid])
Total Outstanding					=SUM(invoices[Balance Due])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Accounts Receivable Tracker template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Accounts Receivable Tracker Using Forms

collect customer invoice data using a web form and generate Accounts Receivable Tracker

create Excel Accounts Receivable report from client billing form submissions

generate invoice tracking spreadsheet from online payment form data

automate outstanding invoice list from customer payment request form

build Accounts Receivable Excel file from credit application form responses

Generate Accounts Receivable Tracker Using APIs

automatically create Accounts Receivable spreadsheet from CRM via API

generate receivables Excel report using ERP system invoice data through API

trigger invoice tracker generation from e-commerce platform using API

create customer payment tracking sheet from billing software API

send invoice data via API to auto-populate Accounts Receivable Excel template

Integrations / Automations

generate outstanding invoice spreadsheet from QuickBooks using Zapier

create Accounts Receivable Excel file from Stripe payment records via Make.com

automatically generate receivables report from Google Sheets using workflow automation

build customer payment tracker from Xero invoices using Zapier integration

trigger Excel invoice tracking sheet creation from Salesforce via Make.com

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