Invoice Manager for Excel

Invoice Manager for Excel

Uniform Software Limited
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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.

About

QuickBooks Desktop Pro is up to 38% faster and has more smart productivity tools to keep your business moving. QuickBooks Desktop Pro includes improved utilization of the 64-bit processors found in most computers to maximize performance and stability, making it up to 38% faster. You'll be able to maintain seamless third-party integrations by using the developer-preferred infrastructure and get the peace of mind that comes with knowing QuickBooks meets modern operating system standards. Track product cost of goods, and receive notifications when inventory is low. Easily adjust inventory to account for loss, theft, and shrinkage. Create purchase orders to keep track of what’s on order. QuickBooks Desktop Pro is an annual subscription that includes unlimited support, data backups, and annual upgrades when available.36 It also comes with exclusive time-saving and money-management features as well as access to the QuickBooks Desktop mobile app.

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

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

Audience

Companies searching for a productivity solution to keep their business moving

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

Pricing

$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Version
Free Trial

Pricing

$199.95 per year
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

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

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Reviews/Ratings

Overall 4.5 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Quickbooks Desktop support is much needed and very responsive. Great for small businesses that find the need to take control of their accounting in a professional manner. Pricing is also very competitive and there are many features to keep track of expenses, commissions and invoices.
  • There is not much I do not like about Quickbooks. It is easy to use, very intuitive and makes a business easier to run. You can keep up with inventory, pricing, vendors, customers, credit cards, invoicing and banking. There is really no end to what Quickbooks can do. You can literally reconcile bank statements and credit card statements in minutes. You can invoice customers and e-mail them and then accept payments via credit card or pay online. You can make it as detailed as you want it - it is really up to you how much or how little you use all that Quickbooks offers. Reports are so easy to do and that makes quarterly reports and end of the year for the IRS so easy to do. I recommend Quickbooks to all of my customers.
  • I have been using QuickBooks for over 15 years. I have enjoyed the ease of use in the layout. Getting to where I need to go and finding the information I need is as simple as following the flowchart type of screen on the Home screen.
  • Single database helps with faster access of data. Reliable to integrate with excel for exporting files for analysis. Great and much more effective with financial management.

Cons

  • It can be somewhat complicated and get you over your head. But if you stick with it, it's a powerful solution.
  • There is so much to like about Quickbooks that the CONS do not really even count. The expense of it is sometimes hard to stomach and then there is the need to renew every few years. That is just part of business.
  • QuickBooks isn't the best for our Construction company. We cannot get job costing correct without having to audit and manually enter some things to apply our true burden. Our company is also growing, and QuickBooks is being outgrown at this point.
  • It's best suited with financial management and user friendly.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Intuit
Founded: 1983
United States
quickbooks.intuit.com/desktop/pro/

Alternatives

Alternatives

AccountEdge

AccountEdge

Priority Software US
Express Invoice

Express Invoice

NCH Software
Formula Manager for Excel

Formula Manager for Excel

Uniform Software Limited
EasyLedger

EasyLedger

AEVUM L.L.C.
Simple Invoice Manager

Simple Invoice Manager

Tacktile Systems Private Limited
Date Picker for Excel

Date Picker for Excel

Uniform Software Limited

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Auto Dealer Accounting Features

Buy-Here-Pay-Here
Collections Management
Expense Management
Financing Management
Inventory Management
Lease-Here-Pay-Here
Parts Management
Payroll Management
Recurring Billing
Sales Management
Sales Tax Management
Service Department

Integrations

AccuPOS
AvidXchange
B2BGateway EDI
Bloomreach
BytePhase
ConnectBooks
Dash Billing
EverLogic
FlexPoint
GlaziersEdge
Kickserv
Nektyd
Nickel
Nostra
OrderEase
Paymate Software
Precoro
Shogo
TerraPro
WorkEasy Software

Integrations

AccuPOS
AvidXchange
B2BGateway EDI
Bloomreach
BytePhase
ConnectBooks
Dash Billing
EverLogic
FlexPoint
GlaziersEdge
Kickserv
Nektyd
Nickel
Nostra
OrderEase
Paymate Software
Precoro
Shogo
TerraPro
WorkEasy Software
Claim Invoice Manager for Excel and update features and information
Claim Invoice Manager for Excel and update features and information
Claim QuickBooks Desktop Pro and update features and information
Claim QuickBooks Desktop Pro and update features and information