Most print shop owners run their business on Excel, diary, and WhatsApp. Orders get missed. Payments get delayed. Data is scattered.
You need one simple system to track everything.
This free template helps you manage your print shop in a structured way.
What this template solves
You can manage your daily operations without confusion.
- Track all customer orders in one place
- Monitor pending payments
- Record invoices and billing
- Follow up with customers on time
- Avoid duplicate work
This gives you basic control over your business.
What is included in the template
1. Order tracking sheet
- Order ID
- Customer name
- Job description
- Quantity
- Status, pending, in progress, completed
- Delivery date
This replaces your diary system.
2. Customer payment tracker
- Customer name
- Invoice number
- Invoice amount
- Paid amount
- Pending amount
- Due date
This helps you see exactly who owes you money.
3. Invoice log
- Invoice number
- Date
- Customer
- Amount
- Payment status
This keeps billing organised.
4. Basic cashflow view
- Total sales
- Payments received
- Pending payments
You can quickly understand your monthly position.
How to use this template
Follow this simple process daily.
- Add every new order in the order sheet
- Generate invoice and enter details
- Update payment when received
- Check pending payments daily
- Follow up with customers
Consistency matters more than complexity.
Example use case
A small print shop was managing 20 to 30 orders per day using a notebook. Orders were missed and payments were delayed.
After using this template:
- All jobs were tracked in one file
- Pending payments were visible
- Follow ups became easier
Within one month, overdue payments reduced significantly.
Limitations of Excel template
This template works for starting stage. But as your business grows, Excel becomes difficult.
Common issues:
- No automation
- No reminders
- No multi-user access
- High chance of manual errors
- No real-time updates
You will outgrow this quickly.
When you should upgrade
You should move to a system when:
- You have more than 50 customers
- You handle multiple jobs daily
- Payments are getting delayed
- You have staff working with you
A proper system gives:
- Live job tracking
- Automatic reminders
- Payment reports
- Staff management
Free template download
Start with this template to organise your print shop.
Then move to a full system when you need automation.
👉 Download free print shop management template now
Next step
If you want to move beyond Excel:
- Track jobs live
- Send WhatsApp reminders
- Manage payments in one dashboard
Start using a dedicated print shop system.
Final takeaway
You need structure in your business.
- Record every order
- Track every payment
- Follow up consistently
Start simple. Then upgrade when needed.