Freelancer Invoice, Quote and Client Tracker

Who it's for

UK freelancers, contractors and sole traders who send a handful to a few dozen invoices a month and want quotes, invoices, clients and hours in one file instead of four. Works whether or not you are VAT registered. Also useful if you are weighing up a contract inside or outside IR35 and want a quick rule-of-thumb comparison of day rates.

Why it's different

Most invoice templates are a single blank page you retype every time, and most trackers are American. This one is built around how UK freelancers actually bill: VAT at your rate (or switched off if you are not registered), payment terms per client, due dates and overdue status worked out against a planning date you control, and a late-interest estimate at 8% over the Bank of England base rate under the Late Payment of Commercial Debts (Interest) Act 1998, quoted on the invoice itself. Quotes link to the invoices they became, and the Time Log shows you exactly what you have done but not yet billed. Every assumption lives on the Settings tab so you can change it yourself.

What's inside

• Start Here: plain-English instructions, colour key and tips
• Dashboard: invoiced, VAT charged, paid and outstanding this tax year, overdue value and count, unbilled time, quote pipeline and win rate, average days to payment, month-by-month table and top clients
• Settings: your name, address, contact details, VAT status and number, bank details, default payment terms, invoice and quote numbering, hourly and day rates, planning date, Bank of England base rate, late-payment and quote wording
• Clients: 50 clients with contact, address, per-client payment terms and notes, plus invoiced, paid and outstanding totals per client
• Quotes: 100 quotes with VAT, total, valid-until date and status; win rate and sent pipeline at the top; a column for the invoice each quote became
• Invoices: 200 invoices with VAT, total, due date from the client's own terms, paid date, part payments, status (Paid, Part paid, Due, Overdue), days overdue and a late-interest estimate
• Invoice Template: A4 UK invoice that fills from one number, with six description lines, VAT, paid to date, balance due, payment details and terms
• Quote Template: matching A4 quote with validity date, terms and a signed acceptance box
• Time Log: 500 rows of hours by client and project, rate from Settings or overwritten, billable and invoiced flags; unbilled time highlighted and totalled by client
• Rate Calculator: the day and hourly rate you need from your target take-home, billable days, overheads, tax set-aside and pension, plus an inside-IR35 uplift rule of thumb