Invoice Manager for Excel

Invoice Manager for Excel

Uniform Software Limited
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B service businesses seeking a solution to streamline and automate payments, billing and invoicing workflows

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$190 per month
Free Version
Free Trial

Pricing

$5.99/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DepositFix
Founded: 2014
United States
www.depositfix.com

Company Information

Uniform Software Limited
Founded: 2008
United Kingdom
uniformsoftware.com/invoice

Alternatives

Alternatives

Express Invoice

Express Invoice

NCH Software
Formula Manager for Excel

Formula Manager for Excel

Uniform Software Limited
Simple Invoice Manager

Simple Invoice Manager

Tacktile Systems Private Limited

Categories

Categories

Integrations

Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday AI work platform

Integrations

Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday AI work platform
Claim DepositFix and update features and information
Claim DepositFix and update features and information
Claim Invoice Manager for Excel and update features and information
Claim Invoice Manager for Excel and update features and information