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.

Pricing

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

Screenshots and Video

Company Facts

Company Name:
Uniform Software Limited
Date Founded:
2008
Company Location:
United Kingdom
Company Website:
uniformsoftware.com/invoice
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Product Details

Deployment
Windows
Training Options
Documentation Hub
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Invoice Manager for Excel Categories and Features

Billing and Invoicing Software

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