OPS01 — Invoice & Payment Pipeline

Track every invoice, forecast every payment, chase nothing twice.

Built for freelancers and consultants who need cash-flow visibility without accounting software.

What you get out of it

• Know exactly what's paid, what's due and what's overdue — with automatic status flags before invoices go late.
• See incoming cash across 30, 60 and 90 days — built from your actual invoice data, not from guesswork.
• Follow up on late payments with a structured reminder log — keeps you professional, not desperate.

What's included

Invoice master sheet · 30/60/90 forecast dashboard · Reminder log · Quick Start guide (PDF)

Best for

✓ Freelancers managing 5–30 active clients
✓ Consultants who invoice monthly and track manually
✓ Micro-agencies with recurring client billing

Frequently asked questions

Q: What format is this?
A: Excel (.xlsx) — compatible with Excel, Google Sheets and Numbers.

Q: Is this a subscription?
A: No. One-time purchase. You own it forever.

Q: How long to set up?
A: Under 15 minutes with the included Quick Start guide.

Operators who bought this also use:

OPS02 — Client CRM & Follow-up System
BND01 — Finance Starter Bundle
OPS03 — Real Hourly Rate Calculator