Plainfield Media2027 Freelancer Client, Invoice & 1099 Tracker
Keep clients, invoices and payments in one file. See who owes you, print an invoice in a minute, and know whether each 1099 matches your records.
$17
Instant download through Gumroad. Includes a free update once the IRS publishes the 2027 1099-NEC threshold.
What's inside
Clients
Contact, rate, terms and status for each client. Billed, paid, balance and last payment fill in from your logs.
Invoice log
One row per invoice. Due date, status and days overdue fill in. Unpaid invoices sort into 0-30, 31-60, 61-90 and 90+ days.
Invoice generator
Pick an invoice number and a print-ready invoice fills in with your details, the client's and up to 15 lines. Print it or save a PDF.
Payments
Date, client, invoice, method, amount and platform fees. Each method is tagged direct, card or app, which decides whether a 1099-NEC or 1099-K reports it.
1099 reconciliation
Enter each 1099-NEC or 1099-K you get. It shows what you logged, the difference, and a likely reason for any gap.
Monthly summary and export
Invoiced vs. received by month, plus an export tab laid out like the Income tab of the Tax & Profit Tracker.
The invoice log
Status, days outstanding and days overdue fill in on their own. This is a real screenshot with the included sample data.
Invoices you can send
Pick an invoice number from a list. Your business details, the client's billing info and the line items fill in. Add your logo, then print or save it as a PDF and send it yourself.
A 1099 check that explains itself
When the forms arrive in January, type in each amount. The tracker compares it with the payments you logged and shows Match or Check, with a likely reason for any gap, such as platform fees or a payment logged under another year.
Good to know
- Two .xlsx files, one with sample data and one blank, plus a 2-page PDF quick start guide. They open in Excel or import into Google Sheets.
- A business client files a 1099-NEC if it pays you $2,000 or more in 2026. The IRS adjusts that amount for 2027 and hadn't published it yet. It lives on the Settings tab, and you get the updated file free when it's out.
- Built for U.S. freelancers and contractors who bill by invoice. It doesn't do recurring billing, sales tax, multiple currencies or card payments on the invoice.
- It's a record-keeping tool, not tax advice.