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What is Invoice Manager for Excel?

Invoice Manager for Excel by Uniform Software is a robust billing and accounts receivable solution designed to bridge the gap between flexible spreadsheets and rigid accounting systems. Built for small-to-medium businesses, service agencies, and freelancers, this hybrid application transforms Microsoft Excel into a powerful, database-backed invoicing engine. While standard Excel offers unparalleled design and calculation flexibility, managing a growing business on flat files often leads to lost data, duplicate invoice numbers, and broken formulas. Invoice Manager solves this by separating the user interface from data storage. You continue to use Excel as your primary workspace, retaining complete control over layout, branding, and custom formulas (such as regional tax calculations or volume discounts). Behind the scenes, the software connects to a secure Microsoft Access or Microsoft SQL Server database to safely manage your customer profiles, product catalogs, and payment histories. Key Capabilities: In-Cell Smart Pickers: Eliminate manual data entry. Click any cell to instantly search your database and auto-fill customer details, shipping addresses, and line-item pricing. 400+ Customizable Templates: Access a massive library of ready-to-use Excel templates for commercial invoices, estimates, quotes, and purchase orders. Automated Audit Controls: The system automatically enforces sequential invoice numbering to keep your financial records structured and audit-ready. Unified Delivery Workflow: Convert finalized worksheets into unalterable PDFs with a single click. Email them directly to clients via a built-in email sender. Receivables & Cash Flow Tracking: Log full or partial payments against specific invoices. Generate real-time account aging reports and AR summaries to monitor outstanding balances. Flexible Deployment Options: Available as a subscription through the Microsoft Marketplace, a traditional perpetual (lifetime) desktop license.

What is Account Pro Invoice?

Account Pro Invoice offers a comprehensive invoicing solution tailored for multiple clients, integrating effortlessly with Account Pro accounting software (from Version 8) while also being capable of standalone operation. This software is ideally suited for small to medium-sized businesses and includes a robust data import feature, enabling users to import item and address information from other compatible applications. Users have the option to design their own document templates, with sample templates available for customization to meet various needs, providing virtually endless possibilities for document creation. Besides printing capabilities, documents can be exported in .rtf or .txt formats, and users can conveniently email generated files directly. Additionally, the software enhances inventory management efficiency and can produce order documents, such as purchase orders, automatically through its inventory accounting features, establishing itself as a complete solution for businesses aiming to optimize their invoicing and inventory management processes. This all-in-one tool not only simplifies operations but also improves overall workflow efficiency, making it an invaluable asset for any growing enterprise.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

API Availability

API Availability

Pricing Information

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

Pricing Information

€99.95 per pc

Supported Platforms

Windows

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Company Facts

Organization Name

AccSoft Shareware

Company Location

Switzerland

Company Website

www.accsoft.ch/index.php

Categories and Features

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Project Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Recurring/Subscription Billing
Tax Calculator

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