How I Track Clients & Payments in Google Sheets (Template Tutorial)

How I Track Clients & Payments in Google Sheets (Template Tutorial)

Work with me: https://www.championchallander.com 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! Follow my socials! SheetGeek TikTok:   / sheetgeek   Instagram:   / championchallander   Contact me: [email protected] 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