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What is Invoice Manager for Excel?

The Invoice Manager for Excel transforms conventional spreadsheet templates into a sophisticated billing platform backed by a robust database. It leverages a powerful .NET and WPF framework, ensuring seamless integration with Microsoft Excel, which enables users to link customizable front-end worksheets to a secure database setup. This innovative tool allows individuals to retain the creative flexibility and computational power of standard Excel formulas while optimizing essential accounts receivable functions. Notable Features Include: Over 400 Customizable Templates: Personalized designs for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Effortlessly search and retrieve client profiles and product details. Audit Controls: Enhanced accuracy via automated invoice numbering sequences. Streamlined Workflow: Simplified communication with easy PDF exports and direct email options. Receivables Management: Integrated payment tracking and aging reports for efficient cash flow oversight. Deployment Options: Available through multi-device subscriptions on the Microsoft Marketplace, a free lite version as a web add-in is also provided. Users have the opportunity to explore various subscription plans tailored to their specific requirements, ensuring that everyone can find a suitable option. This flexibility in deployment enhances user accessibility and satisfaction.

What is DepositFix?

DepositFix offers an all-encompassing B2B payment and billing solution that optimizes the entire lead-to-cash process by unifying payments, CRM, and QuickBooks into a single, seamless platform. It supports a wide array of B2B payment methods, such as ACH, eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing through advanced multi-gateway routing and integrated checkout forms. The system also effectively oversees hosted payment pages, product catalogs, discount codes, and one-click upsells to enhance user experience. Its billing functionalities feature options for recurring and progressive billing, automatic sales tax computations, self-service client portals, and streamlined quote-to-cash workflows. Invoicing is made easy with customizable templates, bulk batch generation, pay-by-link capabilities, Excel-based invoicing, and automated invoice presentation and reconciliation. Furthermore, DepositFix integrates effortlessly with platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, providing users with a unified view of their payment data and drastically minimizing the manual data entry and reconciliation burden. This comprehensive solution not only boosts operational efficiency but also significantly enhances financial management for businesses, allowing them to focus on growth and customer satisfaction. By leveraging such an integrated approach, companies can ensure they remain competitive in an evolving market landscape.

Media

No images available

Media

Integrations Supported

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 Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$5.99/month/user
Free Version
Free Trial Offered?

Pricing Information

$190 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Company Facts

Organization Name

DepositFix

Date Founded

2014

Company Location

United States

Company Website

www.depositfix.com

Categories and Features

Billing and Invoicing

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

Categories and Features

Billing and Invoicing

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

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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