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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 FiscoClic?

Experience electronic billing throughout the year without any expenses for licenses, updates, or user access, ensuring the service remains completely free. FiscoClic stands out as a highly efficient platform that can be set up in mere five minutes, providing safe payment options through contracts that can be concluded online via credit cards, transfers, or bank deposits, all without the need for extra facilities. Fully cloud-based, FiscoClic is accessible from any device, allowing users to take advantage of its innovative features, including unlimited multi RFC stamping, bulk payroll stamping through Excel, mass concept loading from Excel sheets, straightforward CFDI copy-pasting, and the ability to export results directly to Excel. The platform also boasts an application for both Android and iOS smartphones, facilitating quick billing while on the move. You can effectively manage your business operations by monitoring invoices issued and received from almost any location in the world, any day of the year, provided you have internet connectivity. This electronic billing system is built with security in mind, representing an innovative solution for contemporary businesses, as it enables automated sales and invoicing, while also streamlining your sales cycle through an integrated point-of-sale system included in the unlimited packages. With FiscoClic, overseeing your financial transactions has never been simpler or more efficient, empowering you to focus on growing your business without the hassle of traditional billing methods. The ease of use and comprehensive features of FiscoClic make it an essential tool for businesses looking to enhance their financial management.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided
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

3SIT

Date Founded

2009

Company Location

Mexico

Company Website

www.3sit.com.mx/resourcesmailmkt/

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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