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Consultant Invoice Ledger

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Consultant Invoice Ledger

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Your streamlined billing & cash flow tracker.

✨ What It Does

  • Tracks invoices by client and project.
  • Flags unpaid and overdue invoices instantly.
  • Organizes invoices by client to show top earners.
  • Provides a clear monthly revenue breakdown.

πŸ“Š Pre-Built Views & Charts

  • Unpaid Invoices β†’ Filter: Status = Sent or Overdue.
  • Overdue Invoices β†’ Filter: Status = Overdue.
  • Invoices by Client β†’ Board grouped by Client.
  • Bar Chart: Revenue per Month.
  • Pie Chart: Invoices by Status.

πŸ† Who It’s For

Freelancers and consultants who want to stay on top of payments and get a clear financial snapshot.


"This tracks your money β€” but in Consultant OS, invoices connect back to contracts, projects, and clients so you know exactly where revenue is coming from."

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Lifetime access to this Template

⭐ Track cash flow in seconds
⭐ Client-based grouping
⭐ Revenue insights
⭐ Payment clarity
⭐ Consultant-friendly
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