Member Avatar for wonderland

Hi,

I've been searching net for quite some time now, but I can't seem to find what I'm looking for, which is simple software where I can add my clients and track who has payed his bill, who hasn't and who will soon have to .

I know that microsoft had something like this, but I think they stopped this software.

Is there something like this or do I need to use excel ??

Thank you

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  • 2 Years Discussion Span
  • Latest Post Latest Post by Barbanu
GenaSanford commented: There are many software like Quickbooks, Freshbooks, erp9 that can be used for small businesses. +0

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As described, the core need is simple: a client list plus an easy way to issue invoices and see who has paid, who still owes money, and who is overdue. Replies from , and highlight both downloadable packages and web demos; below is a compact checklist and a ready-to-copy spreadsheet layout that implements the minimum workflow without naming specific products.

Look for these minimum features when evaluating software or moving beyond a spreadsheet:

  • customer/contact database (name, contact, tax id)
  • invoice creation with unique invoice numbers and due dates
  • ability to record partial payments and show a running balance
  • simple status (Open / Partial / Paid) and an aging/outstanding-by-client report
  • export to CSV (data portability) and regular backups
  • automated reminders or recurring invoices if billing repeats
  • basic security (passwords, local backups or encrypted cloud) and tax reporting if required

A minimal spreadsheet layout that covers the basics (copy into Excel or LibreOffice Calc):

Client,InvoiceNo,InvoiceDate,DueDate,Amount,AmountPaid,Balance,Status,Notes
Acme Co,INV-001,2025-11-01,2025-11-15,500.00,0.00,=E2-F2,=IF(F2=0,"Open",IF(G2<=0,"Paid","Partial")),first invoice

Use conditional formatting to flag overdue rows with a rule like:

=AND(F2=0, TODAY()>D2)

Practical notes: spreadsheets are fine for a handful of clients and simple invoicing; switch to a dedicated invoicing/accounting package when reconciliation, tax reporting, multi-user access or bank feeds become necessary. Keep sequential invoice numbers, export copies regularly, and keep at least one offsite backup.

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Member Avatar for Salem

Member Avatar for wonderland

Thank you

Member Avatar for ValTomBert

QuickBooks has a basic small business accounting program (Simple Start 2010) and Avanquest's MyInvoices & Estimates especially manages billing & payment collection. Visit our site for .

Member Avatar for Barbanu

Answering 5 years later))) Better late than never.
Try Talibro.com . You can signup for demo easily and play around with it.
You can also read some reviews in download.cnet.com
And in chrome webstore, i believe you can find couple more reviews

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