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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/clientandpaymenttracker
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: https://www.tiktok.com/@sheetgeek
Instagram: https://www.instagram.com/championchallander
Contact me: championchallander@gmail.com
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
Видео How I Track Clients & Payments in Google Sheets (Template Tutorial) канала Champion Challander Tech
Client & Payment Tracker Template: https://sheetgeekhq.gumroad.com/l/clientandpaymenttracker
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: https://www.tiktok.com/@sheetgeek
Instagram: https://www.instagram.com/championchallander
Contact me: championchallander@gmail.com
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
Видео How I Track Clients & Payments in Google Sheets (Template Tutorial) канала Champion Challander Tech
sheet geek champion challander google sheets excel client payment tracker client payment tracker google sheets client tracker google sheets client tracker spreadsheet payment tracker in excel google sheets business tracker google sheets tracker business tracker spreadsheet business tracker google sheets business tracker excel client crm client crm google client tracker excel lead crm google sheets lead crm tutorial in google sheets lead crm excel
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28 июня 2025 г. 4:30:42
00:08:39
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