Invoice Manager for Excel

About Invoice Manager for Excel

Deep Dive with Clara AI

Product Overview Invoice Manager for Excel is a hybrid billing and accounts receivable solution that connects native spreadsheet templates to a secure backend database. By operating directly inside Microsoft Excel, the software allows businesses to utilize familiar formulas and design tools to create customized invoices, quotes, and purchase orders. Behind the spreadsheet interface, the platform connects to a Microsoft Access or SQL Server database to securely store customer profiles, product catalogs, and transaction histories. This eliminates the file clutter and formula breakage associated with manual spreadsheets, while avoiding the rigid restrictions of standalone accounting platforms. The system handles automated sequential numbering, PDF generation, direct email delivery, and accounts receivable tracking. It is deployable through multiple channels, including multi-device subscriptions via the Microsoft Marketplace. Pricing & Deployment Models Subscription Model: Available through the Microsoft Marketplace (covers up to 10 devices per user subscription). One-Time Payment: Traditional lifetime license available for direct desktop installation. Free Version: Invoice Manager Lite is available as a free web add-in for Office 365 and Excel on the Web. Key Features Database Integration: Seamlessly connects Excel templates to local (Microsoft Access) or networked (SQL Server) databases. In-Cell Smart Picker: Search and retrieve client details, line items, and pricing directly within the Excel worksheet cells. 400+ Template Library: Access an extensive gallery of customizable layouts for commercial invoices, estimates, and receipts. Automated Audit Controls: Generates sequential invoice numbering automatically to maintain accurate financial records. Unified PDF & Email Workflow: Export finalized worksheets as unalterable PDF documents and email them directly to clients with embedded payment links. Receivables Tracking: Log full or partial client payments.

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Pricing

Free Trial Available
Starts at $5.99.
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Platforms Supported

Desktop App (Windows)

Organization Types Supported

Medium Business
Small Business
Freelancers
Individuals

API Support

Not available

Modes of Support

Business Hours

Invoice Manager for Excel Features

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Billing and Invoicing Features

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Contact Database

Helps to maintain contacts and segregate them according to their needs

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Multi-Currency

Enables payment and collection in multiple currencies.

Offline Payments

Helps to record cash and credit payments on retail operations

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Invoice Manager for Excel Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Monthly Subscription $59.90 $5.99 per user / month

Monthly subscription. Volume discount available through Microsoft Marketplace.

Start Free Trial

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