How do I track part payments and balances?

Record the amount paid and the balance per invoice. The register totals your outstanding balance, so you always know how much is still out there, and which invoices to chase.

Yes, there is a column for the eTIMS invoice reference on every sale. It records VAT as you enter it; it never computes VAT as a statutory figure, that is done in SawaAfrik from the current rate with its source.

Is the sales register free?

Yes. Download the sales register as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.

What is inside the sales register workbook?

Six sheets: a Start Here guide, the Sales register register (Date, Invoice No, Customer, KRA PIN (if relevant), Item/Service, Net Sales KES, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.

Does it work in Google Sheets and on my phone?

Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.

Does the sales register calculate my totals?

Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.

SawaAfrik

Money template

Sales register: free Excel workbook

The sales register is a free, multi-sheet Excel workbook for a Kenyan business: invoices raised with VAT, amounts paid and balances, eTIMS-aware.

Invoices raised, VAT charged and who still owes you, scattered across a notebook, a WhatsApp chat and M-PESA.

Free download

Excel workbook, no sign-in.

Download .xlsx Or start a free workspace

What is in the workbook

Start here

What the workbook is for, how to fill it, and the colour key.

Sales register

The register: the right columns, dropdowns, and live totals. Type in the gold cells.

Dashboard

Your numbers added up as you go, with a simple bar view.

Lists

The dropdown options, so your data stays tidy and consistent.

Settings

The reporting currency, and where figures come from.

Next step

How SawaAfrik does this automatically from your real records.

The columns it includes

DateInvoice NoCustomerKRA PIN (if relevant)Item/ServiceNet Sales KESVAT KESGross Sales KESPayment MethodPaid KESBalance KESeTIMS Invoice RefDue Date

How to use it

1Download the workbook and open the "Sales register" sheet.
2Fill one row per entry. Type only in the gold cells; the white cells and the totals work themselves out.
3Where a cell has a dropdown, pick from the list instead of typing.
4Watch the totals row and the Dashboard add up your money columns automatically.
5When you outgrow the file, bring it into SawaAfrik, where it fills from your real records and the tax figures are computed for you.

Questions

How do I track part payments and balances?: Record the amount paid and the balance per invoice. The register totals your outstanding balance, so you always know how much is still out there, and which invoices to chase.
Is it eTIMS-aware?: Yes, there is a column for the eTIMS invoice reference on every sale. It records VAT as you enter it; it never computes VAT as a statutory figure, that is done in SawaAfrik from the current rate with its source.
Is the sales register free?: Yes. Download the sales register as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.
What is inside the sales register workbook?: Six sheets: a Start Here guide, the Sales register register (Date, Invoice No, Customer, KRA PIN (if relevant), Item/Service, Net Sales KES, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.
Does it work in Google Sheets and on my phone?: Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.
Does the sales register calculate my totals?: Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.

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