I build a lightweight Invoice/PO tracker in Google Sheets with a tiny Apps Script layer so due dates never slip. You’ll get automatic inbox/Slack alerts for due/overdue/pay-by items, a monthly roll-up with aging buckets (0–30/31–60/61–90/90+), and a change-log for accountability. Setup includes a reusable template, documented script, and a short Loom handoff. Typical delivery: 24–72h.
WHAT YOU GET
• Template tabs: Invoices, POs, Vendors, Config
• Time-based alerts to your inbox and/or Slack (due & overdue)
• Monthly roll-up with totals by month and aging buckets (0–30 / 31–60 / 61–90 / 90+)
• Change-log tab that records who/what/when on status changes
• Notes.txt with config + trigger IDs and a 5–7 min Loom walkthrough
• One minor revision within 7 days (timing/labels/field rename)
PROCESS
1) Quick audit (5–10 min) — confirm columns: Invoice/PO No., Vendor/Client, Amount, Due, Status, etc.
2) Configure — alert rules (timing + channels) and monthly grouping
3) Automate — install triggers, build roll-up/aging, add change-log
4) Handoff — Loom + Notes; optional removal of my access on request
5) Polish — one minor revision included
PACKAGES (choose one inside this service)
Starter — $25 — 24–48h
• Template + inbox alerts • Simple monthly totals • Change-log • Notes + Loom
Plus — $75 — 24–72h
• Slack alerts • Vendor directory tab • Aging buckets • Filters for paid/unpaid/overdue
Pro — $150 — up to 5 days
• Multi-entity (clients/projects) • Custom fields/filters • CSV import helper • White-label option
FAQ
• Do you need Slack? No—standard inbox alerts are included; Slack is optional (Plus/Pro).
• Can you install this on our current sheet? Yes, if the core columns exist; otherwise I migrate to a clean template.
• What access is required? Temporary Editor to set up script & triggers; I can remove myself after handoff.
WORK TERMS
SafePay/escrow to start. Deliverables: template, script, Notes, Loom. One minor revision within 7 days. NDA-friendly, confidentiality respected.