How to keep track or make log for my Invoices?
I would recommend to open a new folder in My Documents and name it Invoices. Place your actual
Invoice Template (.xlt) file in to the Invoices folder.
Once you have create your first invoice save it with the invoice number instead of the name (00001.xls) and do the same for each new invoice that you create. The invoice number can
contain any number of digits that will be depend on the amount of invoices you send, so that if you send five thousand invoices each year, than you need to use at least four
digit invoice number format.
Saving your invoice files with the invoice number can help when
organising all of the saved documents in the sequential order by clicking
Arrange Icons By > Name in the contextual menu.
Arrange Files By Name
Searching for any particular invoice can never be quicker and easier, if you choose to follow my invoicing system, you can even use windows
Files and Folders Search facility to do so. Personally for me this is in did the best way to search for my saved invoice files, because it only takes me to type the
invoice number in the search box on my desktop and this is pretty much
What I would also like to recommend is to create a template for each frequent customer, so that you do not have to update your customer section every time you create a new invoice.
I would probably use Customer Account number for all my frequent customers as well as
Customer Account Statement Template for easy invoice logging, outstanding
monthly balance calculations and monthly billing.