Two practical templates for freelancers: scope, proposals and client work

Two practical templates for freelancers: scope, proposals and client work

Updated 23 hours ago
Project Details
Active
Dresoo Outfits

Keep unpaid invoices visible without buying accounting software. Log status, due dates, and every chase on one Excel / Google Sheets workbook — Dashboard, Invoices, Chase Log, and polite payment-term snippets included.What’s included• Excel .xlsx workbook (Dashboard, Invoices, Chase Log, Rates & Terms, Instructions)• Status dropdowns: Draft → Sent → Due → Overdue → 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 it’s 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 — 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 — 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 — 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 — save £1 vs £20 separately: https://gajames.gumroad.com/l/week-1-ops-starter-bundle