Solo Invoice OS

One-file workbook · Excel or Google Sheets · no macros

Invoice tracker spreadsheet and freelance invoice template for Excel — GST/HST invoice spreadsheet

Stop losing unpaid invoices in a messy inbox. Solo Invoice OS is a freelance invoice template and invoice tracker spreadsheet: print a GST/HST invoice, log what you billed, and see unpaid, overdue, and aging on one dashboard.

Buy on Payhip — $19 See what's in the workbook

USD $19, one-time. You get Solo_Invoice_OS_v1.xlsx. Not a subscription. Not tax advice. Not affiliated with the CRA.

Printable freelance invoice template in Excel: Northwind Studio invoice INV-1001 with HST 13% and a $2,712.00 total due.
Invoice (Print) — sequential number, tax line, optional small-supplier statement.
Invoice tracker spreadsheet dashboard showing unpaid, overdue, paid this year, and aging buckets.
Dashboard — unpaid, overdue, and aging Current / 1–30 / 31–60 / 61–90 / 90+.
GST HST invoice spreadsheet log with Draft, Sent, Paid, Overdue status and a Canadian $30k small-supplier meter.
Invoice Log + CA $30k meter — aging is a formula; drafts stay out of the watch.

What's in the workbook

Nine visible sheets, yellow cells for input, green cells for formulas. Hidden _Lists sheet drives the dropdowns — leave it alone.

  1. START HERE — setup, colour legend, short disclaimer.
  2. Settings — business name, address, email, currency, invoice prefix, next number, tax preset.
  3. Clients — name, email, address, default rate, tax on/off.
  4. Invoice Log — date, number, client, amounts, status (Draft / Sent / Paid / Overdue), due date, date paid, aging (Current, 1–30, 31–60, 61–90, 90+).
  5. Invoice (Print) — printable invoice; sequential numbering; tax line (GST + QST as two lines on the Quebec combo); optional “GST/HST not charged — small supplier” statement.
  6. Dashboard — unpaid total, overdue total, aging buckets.
  7. CA $30k meter — rolling four-quarter pre-tax revenue vs $30,000 (warning only, not a registration decision). Other countries can ignore this sheet.
  8. SAMPLE — eight fake rows so the file is not empty. Clearly labelled SAMPLE. Not wired to the Dashboard.
  9. DISCLAIMER — full text, also in the zip as DISCLAIMER.txt.

Tax presets included

Typical public rates you confirm before you invoice: GST 5%, HST 13% Ontario, HST 15% Atlantic, QST combo (GST + QST), UK VAT 20%, AU GST 10%, US custom rate, and tax-off small supplier.

One spreadsheet. Open it, log what you billed, print the invoice.

Buy on Payhip — $19

Who it's for

  • Freelancers, consultants, and sole operators who send invoices and lose track of what is still unpaid.
  • Side hustlers who need a clean PDF invoice without buying a full accounting suite.
  • Canadians who want GST/HST presets and a $30,000 small-supplier watch as a bonus — not as the whole product.
  • People who work in Excel or Google Sheets and want yellow-input / green-formula colour coding.

Who it's not for

  • Teams that need QuickBooks, Xero, or multi-user accounting.
  • Inventory, retail POS, payroll, or employee time-tracking.
  • Anyone who wants a filed T2125, GST/HST return, VAT return, or a tax-owing calculator (this file does not compute what you owe).
  • Anyone who needs legal, tax, or accounting advice, or a CRA-affiliated product. This is not one.

What it does, and what it does not

Does

  • Track who has not paid; flag overdue with TODAY().
  • Add GST / HST / VAT / GST (AU) from a preset, including a Quebec two-line GST + QST total.
  • Watch Canadian $30k small-supplier volume (warning light only).
  • Open in Microsoft Excel 2019 / Microsoft 365, or upload to Google Sheets. No macros.

Does not

  • File your taxes or tell you what you owe the CRA, IRS, HMRC, ATO, or Revenu Québec.
  • Email the invoice, take payment, convert currencies, or run payroll.
  • Decide nexus, place of supply, or whether a marketplace collected tax as merchant of record.
  • Replace a bookkeeper, accountant, or the relevant tax authority.

Demo numbers in the screenshots use the built-in SAMPLE rows (fake clients). Colour code: yellow = you type; green = formula; orange = example/sample data to delete before real books.

Sold separately · CAD / T2125 · companion for Canadian buyers

T2125 Year Ledger (companion)

A calendar-year CAD book with typical T2125 line mappings for Canadian sole props who already invoice. Sold separately, USD $24. You type the rows — it does not file a T2125, calculate tax owing, or CCA. Not tax advice. Not affiliated with the CRA.

T2125 Map SAMPLE: typical T2125 line mappings with fake Ledger rows. Gold SAMPLE badge. Not a filed T2125.
T2125 Map (SAMPLE data) — fake Ledger rows, labelled SAMPLE. Typical line mappings; confirm on the current T2125 / Guide T4002.

Get the year ledger — $24

USD $24 one-time. You get T2125_Year_Ledger_v1.xlsx. Invoice tracker above stays the $19 product.

Disclaimer

This is a bookkeeping / invoicing spreadsheet template, not tax, accounting, or legal advice. It is not affiliated with, endorsed by, or sponsored by the Canada Revenue Agency (CRA), Revenu Québec, the IRS, HMRC, the ATO, or any government.

Tax presets and the Canadian $30,000 small-supplier watch are typical public-rule helpers — confirm current rates, whether you must register, and how to file with the relevant authority or a qualified professional. The $30k meter is a warning only; it cannot decide whether you must register and it does not calculate tax owing.

You are responsible for every invoice you send and every number you file. Provided as-is.

Buy on Payhip — $19