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The invoice tracker template in Teamwork helps you track invoices by month and due date so revenue does not fall through the cracks. Instead of working from static spreadsheets, you see every invoice, owner, and status in a living tracker that the whole team trusts.
You record key details such as client, amount, issue date, and due date alongside payment status and notes. Filters and views show what has been issued, what remains unpaid, and which invoices are overdue, so account managers follow up on time.
Because the template lives beside your project work, financial updates stay close to delivery. That makes it easier to link project stages to billing events and keep both teams aligned on what has been invoiced and what still needs to go out.
What does the invoice tracker template include in Teamwork?
The invoice tracker template includes fields for client name, invoice number, amount, issue date, due date, status, and owner. Each row in the tracker is a task you assign to a responsible person to follow through to payment.
You also use notes and attachments to store copies of invoices or relevant correspondence. This keeps financial context centralised so you do not rely on one person’s inbox to understand the history of an account.
Who is the invoice tracker template designed for?
The invoice tracker template is designed for finance teams, operations leads, and account managers who need a clear view of outstanding invoices. It suits organisations that bill across several projects or clients and want a shared tracker instead of siloed files.
Leaders use the same template to see invoicing progress at a glance. They look at totals by month, client, or status and use that information to support cash flow planning and revenue conversations.
How do I use this template to track invoices by month and due date?
You track invoices by month and due date by tagging each invoice with its issue and due dates, then using filters and groups. For example, you group by due month to see upcoming payments or focus on a specific billing period for reconciliation.
Views that show overdue status plus due date make it easy to prioritise collection efforts. You share these views with account owners so they understand which clients they need to follow up with first.
How does this template help me manage unpaid and overdue invoices?
The template helps you manage unpaid and overdue invoices by standardising status states such as issued, sent, paid, and overdue. You update status as payments move, and the tracker instantly reflects the current position for every client.
Filters surface invoices marked as overdue, which become your follow up list. You assign or reassign owners when responsibility changes, so it always stays clear who is driving the next action on each outstanding amount.
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