Invoice Manager for ExcelUniform Software Limited
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Related Products
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About
DepositFix is a unified B2B payments and billing platform that automates the entire lead‑to‑cash process by connecting payments, CRM, and QuickBooks into a single interface. It supports all B2B payment scenarios, ACH and eCheck, card‑not‑present transactions, virtual terminals, surcharging, and dual pricing, through multi‑gateway routing and embedded checkout forms, while also handling hosted payment pages, product catalogs, discount codes, and one‑click upsells. Its billing suite includes recurring and progressive billing, automated sales tax calculations, client self‑service portals and quote‑to‑cash workflows, and its invoicing tools offer custom invoices, bulk batch creation, pay‑by‑link, Excel‑based invoicing, automated invoice presentment and reconciliation. With native integrations for HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix consolidates payment data into a single source of truth, eliminates manual data entry and reconciliation.
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About
Invoice Manager for Excel transforms standard spreadsheet templates into a powerful, database-backed billing system. Built on a robust .NET and WPF architecture, it seamlessly integrates with Microsoft Excel, connecting customizable front-end worksheets to a secure database.
Users retain the design flexibility and calculation power of native Excel formulas while automating essential accounts receivable workflows.
Key Features:
400+ Templates: Customizable layouts for invoices, quotes, and purchase orders.
In-Cell Smart Pickers: Instantly search and retrieve client profiles and product data.
Audit Controls: Automated sequential invoice numbering.
Unified Workflow: One-click PDF export and direct email integration.
Receivables Tracking: Built-in payment logging and aging reports to manage cash flow.
Deployment Options:
Available via multi-device subscriptions on the Microsoft Marketplace. A lite version is also available as a free web add-in.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B service businesses seeking a solution to streamline and automate payments, billing and invoicing workflows
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Audience
Freelancers and Independent Contractors, Small-to-Medium Businesses (SMBs), Service Agencies and B2B Vendors, and multi-stage billing using customized workflows. Administrative and Finance Personnel, Microsoft Office Power Users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$190 per month
Free Version
Free Trial
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Pricing
$5.99/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDepositFix
Founded: 2014
United States
www.depositfix.com
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Company InformationUniform Software Limited
Founded: 2008
United Kingdom
uniformsoftware.com/invoice
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Categories |
Categories |
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Integrations
Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
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Integrations
Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
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