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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 Infor F9?

Infor F9 is a user-friendly add-in for Microsoft® Excel® that allows users to effortlessly obtain a real-time snapshot of their business metrics. With just a click, F9 formulas execute calculations throughout Excel, delivering results in seconds. This robust tool supports the development of dynamic, reusable reports, enabling users to focus more on analyzing results and engaging in strategic decision-making. F9 boasts a wide range of features, including intuitive wizards for generating reports, analyzing results, and conducting in-depth explorations. The rapid performance of F9 formulas, combined with their ability to integrate specific ERP filters, greatly enhances overall efficiency. Moreover, finance teams can easily share reports while ensuring security through role-based access controls. Users can create dynamic and reusable reports with the F9 add-in, and they also have the capability to schedule Excel reports for automatic data updates, which guarantees timely dissemination based on predetermined events or timelines. This automation not only simplifies the reporting workflow but also equips users with the latest information for making well-informed decisions. Ultimately, the F9 add-in transforms the way businesses interact with their data, fostering a more strategic approach to financial management.

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Integrations Supported

Microsoft Excel
Xoxoday

Integrations Supported

Microsoft Excel
Xoxoday

API Availability

Has API

API Availability

Has API

Pricing Information

$5.99/month/user
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

Infor

Date Founded

2002

Company Location

United States

Company Website

www.infor.com/products/f9

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

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