How I Track Clients & Payments in Google Sheets (Template Tutorial)
Автор: Champion Challander
Загружено: 2025-06-27
Просмотров: 5873
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Client & Payment Tracker Template: https://sheetgeekhq.gumroad.com/l/cli...
Keep tabs on your clients and payments with this handy Google Sheets tracker. This template helps with business organization, making sure you have a clear client list and can easily track invoice tracker information. Download the google sheets template to get started!
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0:00 Client & Payment Tracker
0:27 How to use the template
1:28 Step 1: Insert a table
2:29 Step 2: Insert the numbers using =SEQUENCE
3:25 Step 3: Google sheets Hidden Phone Number Tip
4:07 Step 4: Inserting "Source" Dropdown
5:25 Step 5: Inserting currency format for "Amount Earned"
6:16 Step 6: Inserting "Budget" Dropdown
7:15 Step 7: Inserting "Status" Dropdown
8:08 Step 8: Adding overflow for "Notes"
8:26 Important Message
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