Let’s make it clearer.

Have a question about the first collection? Write to [email protected].

Getting your download

Shop available templates at NeatMargin on Etsy. After payment is confirmed, Etsy provides the download. Extract the ZIP and start with the PDF guide, then explore the fictional demo before entering your own records in the blank file.

What to include

Tell us which tool you’re interested in and your Excel version and the steps you took. Please don’t email passwords, bank statements, or unredacted customer information.

About the example

The homepage invoice uses fictional data. Its calculation is $600 invoiced minus a $50 credit minus the payment you select, with overpayments shown separately. It is a website demonstration, not the final spreadsheet product.