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
About Invoice Manager for Excel
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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Pricing
Starting Price:
$5.99/month/user
Pricing Details:
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Trial:
Free Trial available.
Integrations
Company Information
Uniform Software Limited
Founded: 2008
United Kingdom
uniformsoftware.com/invoice
Videos and Screen Captures
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Product Details
Platforms Supported
Windows
Training
Documentation
Videos
Support
Online
Invoice Manager for Excel Frequently Asked Questions
Invoice Manager for Excel Product Features
Billing and Invoicing
Contact Database
Supported
Customizable Invoices
Supported
Hourly Billing
Supported
Invoice History
Supported
Multi-Currency
Supported
Project Billing
Supported
Service Ticket Billing
Supported
Tax Calculator
Supported
Billing Portal
Not Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Dunning Management
Not Supported
Mobile Payments
Not Supported
Online Invoicing
Not Supported
Online Payments
Not Supported
Payment Processing
Not Supported
Recurring/Subscription Billing
Not Supported
