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Fundraiser Order Tracker

A fundraiser order tracker for school sales: type the order forms as they come back, log each payment, and get the vendor's size totals, a packing list for every class and a list of who still owes. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.

What it does

Orders: one row per item, with teacher, item and size dropdowns; price, totals and Paid, Part-paid or Unpaid status fill in
Size Totals: every item and size counted, ready to send the vendor or printer
Bag Lists: pick a teacher and print that class's packing list, with paid status and a box to tick
Unpaid: every order with money still owed, for reminder notes
Payments by method: collected, deposited and still to deposit, ready to hand the treasurer
Dashboard with orders, items sold, sales, collected, still owed, vendor cost, card fees, profit, goal progress, best items and top classes, plus a printable Order Form that builds itself
Opens in Excel and in Google Sheets

$11.99one-time, no subscription

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Fundraiser Order Tracker — the workbook open in Excel

What it looks like

What is in the bundle

Fundraiser Order Tracker workbook: room for 1,200 order lines, 800 payments, 40 items, 10 sizes and 60 classes or teams
Filled Example: a PTO fall spirit wear sale with 146 orders
Open in Google Sheets (PDF): a Make a copy link for your own private Google Sheet

Works in

Google Sheets (free; use the Make a copy link in the PDF)
Microsoft Excel 2016 or newer, Windows or Mac
No macros, add-ons or subscriptions; desktop recommended for setup

Honest scope

This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.

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Fundraiser Order Tracker$11.99Buy on Etsy