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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 Factomos?

Effortlessly generate quotes and invoices with Factomos, enabling direct edits to the final document while showcasing a polished business image through tailored templates. Real-time bank balance monitoring is available, allowing you to securely link invoices to transactions via connections with over 90 banking services, all safeguarded by AES encryption (note that no transactions can be processed through Factomos). Additionally, Factomos provides binders for document organization, ensuring that files are always accessible, regardless of format. You can easily retrieve your information at any time, with Excel and PDF export options available in all sections and modules. Moreover, Factomos delivers insights into your activities over chosen timeframes and keeps you updated on transactions you wish to monitor in real time. For services requiring automated billing, we provide APIs to further simplify the process. This all-encompassing solution is crafted to boost your efficiency and facilitate seamless business operations, making it a vital tool for your enterprise. With these features, Factomos stands out as a reliable partner in managing your business needs effectively.

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Integrations Supported

Microsoft Excel
Axis LMS
Chift
Chorus by ZoomInfo
GoCardless
Magento
Nekton.ai
PayPal
PrestaShop
Shopify
Stackreaction
Stripe
WooCommerce

Integrations Supported

Microsoft Excel
Axis LMS
Chift
Chorus by ZoomInfo
GoCardless
Magento
Nekton.ai
PayPal
PrestaShop
Shopify
Stackreaction
Stripe
WooCommerce

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

€9.90 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

Factomos

Date Founded

2014

Company Location

France

Company Website

factomos.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

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