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Invoice Tracking Template

Store, monitor, and manage multiple invoices in one secure hub with the invoice tracker from Wrike.

Install in existing account
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Seamlessly track invoices in one location

Managing incoming and outgoing payments can be complicated without proper systems and processes in place. Are invoices getting lost or bills paid late? 

Do you ever struggle with:

  • Handling multiple invoices?
  • Storing invoices in an accessible location?
  • Paying vendors in a timely manner?

Eliminate these obstacles with invoice tracking from Wrike.

  • Store, view, and prioritize all of your invoices in one central hub
  • Include individual payment information for each payee for future invoices
  • Use our invoice management template to set dates and reminders for each invoice to ensure timely payments 

Why you need this invoice tracking template

Customize invoice information
Customize invoice information

Inefficient processes for managing bills can mean delayed or missed payments. Quickly upload invoices to the invoice tracker and mark their due dates and urgency to better meet deadlines.

Monitor payment patterns
Monitor payment patterns

Low visibility across invoices can result in overpayment in certain categories. Monitor your spending and determine where you could cut back in future by regularly updating your invoice tracker.

Separate payment types
Separate payment types

Using several locations to store payment info can increase confusion. Use your invoice tracker template to separate invoices into different payment types: accounts payable or accounts receivable.

Track invoices and ensure accurate payments

Install in existing account

How to use the invoice tracking template in Wrike

Does your team lack a central space for categorizing and managing invoices? Are you using an inefficient process to track upcoming payments? 

Wrike’s invoice tracker template creates a single location for storing, managing, and monitoring your company’s or department’s invoices to help ensure timely payments. 

Table with invoices

Managing invoices for your business can be complicated because invoices often come from a variety of sources and are due at different times. Tracking invoices requires an efficient and robust process that can help you stay on top of payments. 

This invoice tracking template sets up an easy-to-use system for storing, monitoring, and processing invoices. 

Step 1: Log invoices with a request form

Designated employees can use the request form to log invoices, providing a range of information that will help sort and process invoices for payment. Submit details such as the purchase order number, vendor name, the date the invoice was submitted, and due date. 

Step 2: Attach the invoice for added visibility

Avoid scrambling to find invoices — use the Wrike invoice tracking template to store them all in a single, secure, and accessible folder. Simply attach the invoice to the request form so original invoices are stored in one place. 

Step 3: View and sort invoices easily 

Once invoices and relevant information have been uploaded, view and sort them by category in a custom dashboard for increased visibility. Categorize invoices by urgency, expense type, payment status, outstanding amount, and days overdue. This table will automatically update with every invoice that is submitted through the request form. 

Make Wrike work for you

Did you know Wrike can streamline other areas of your work as well? Our powerful work management software can improve processes and increase efficiency across your team, department, and company. Try features such as: 

Wrike can be adjusted to suit any of your team’s processes. Our user-friendly interface allows you to personalize and improve your daily work. 

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Store payment details and prioritize payments

Install in existing account

FAQ

The invoice tracking template is used for storing, categorizing, and monitoring invoices.

The invoice tracker includes a customizable request form, a folder for storing and sorting invoices, two pre-built dashboards, and a table view for added visibility.

The invoice tracking template improves management for both accounts receivable and accounts payable invoices.

How to install this template in your account

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

  1. Click the “+” button in the upper-right corner of your workspace.
  2. Select “Space.”
  3. On the page that opens, hover over the use case you want and click “Preview.” Look for the “Invoice tracker” template in the list (use the search bar if needed).
  4. Now, you can see more information about the use case. Click “Select” to create a space.

Yes, there are.

  • To use this template, you need to have at least the Business plan or up. Check our plans here.
  • You must have the required permission to create a public space in your account.
  • If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
  • This template is only available when the workspace language is set to English.

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Invoice tracker“ template, feel free to reach out to the Wrike support team.

Unlock the power of Wrike’s templates

Use our smart search tool to explore versatile templates, designed for easy customization and streamlined project management.

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