Google Sheets Invoice Tracker That Writes Emails

Build a Google Sheets invoice tracker that finds overdue invoices and drafts polite follow-up emails you can review before sending. This beginner-friendly tutorial is for freelancers, consultants, bookkeepers, virtual assistants, and small business owners who want a simple weekly payment follow-up system without a complicated accounting app. In this video, you will build: - A simple invoice tracker in Google Sheets - A Days Overdue formula - Follow-up priority labels - Ready-to-review invoice reminder email drafts - A weekly routine for checking unpaid invoices Download the sample data and prompts: https: //docs.google.com/spreadsheets/d/e/2PACX-1vSzhPRhDxDOit21tfRQLwEKMOxoNt3EeTsjedGMwrm_RtQ9l0mhjYH66SjJctj9izTyA4WwzZ1NRXpD/pubhtml Privacy note: Use fake data while learning. Do not paste real client names, invoice amounts, email addresses, or payment history into AI tools unless you have permission and a policy that allows it. Chapters: 0:00 Finished invoice tracker 0:25 What we are building 0:55 Privacy note 1:20 Create the sheet columns 2:15 Add fake invoice data 3:05 Days overdue formula 4:15 Follow-up priority formula 5:15 Email draft formula 6:35 Rewrite one email with AI 7:45 Weekly follow-up routine 8:45 Recap Key formulas from the tutorial: Days Overdue: =IF(AND(NE(F2,"Paid"),LT(E2,TODAY())),TODAY()-E2,0) Priority: =IF(GTE(G2,21),"Urgent",IF(GTE(G2,7),"Follow up",IF(GT(G2,0),"Watch","No action"))) Email Draft: =IF(GT(G2,0),"Hi "&A2&", quick reminder that invoice "&C2&" for $"&TEXT(D2,"0.00")&" was due on "&TEXT(E2,"mmm d")&". Could you send an update when you have a chance? Thank you!","") #GoogleSheets #InvoiceTracker #SmallBusiness