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Invoice Overview

Excel Project Summary for Your Small Business

I’ve created an Excel project to help you manage your invoices, track income, and gain a quick visual overview of your finances. Here’s a breakdown of its features:

1. Automated Invoice Management:

  • A dedicated folder holds your individual invoices.
  • A query automatically imports data from new invoices into a new excel sheet and creates an overview showed as a table.
  • This table displays all invoice details in one place.
  • A dropdown menu lets you mark each invoice as “invoiced” or “paid” for easy tracking.

2. Client Data Sheet:

  • A separate sheet stores all your client information (names, contact details, etc.).
  • This data automatically populates relevant fields in the invoice table, saving you time.

3. Financial Overview Dashboard:

  • A dedicated sheet visually represents your income and open invoices.
  • Charts and graphs provide a quick understanding of your financial health.


  • Saves time by automating data entry and tracking invoice status.
  • Provides a central location for all your invoice data.
  • Easy to track income and outstanding payments.
  • Visual dashboard offers a clear overview of your finances.

Next Steps:

  • I can provide detailed instructions on using the different features.
  • We can customize the project further to fit your specific needs.

I hope this summary is helpful! Please let me know if you have any questions or need further assistance.

Note: This is a high-level overview. The specific implementation may vary depending on your individual requirements and Excel version.