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About Invoice Manager Lite

Clara AI Deep Dive with Clara AI

Invoice Manager Lite brings structure and automation to spreadsheet invoicing while keeping the complete freedom of Microsoft Excel. Operating as a lightweight Office add-in, it works natively inside your desktop Excel app and browser-based Excel for the Web. Core Functionality • 400+ Specialized Templates: Integrates directly with Uniform Software’s free online library of industry-specific Excel invoice, estimate, and receipt templates. • Sequential Numbering: Automatically generates non-duplicate, sequential invoice numbers to maintain accurate billing records. • One-Click Reset ("Clear & New"): Clears customer and line-item fields instantly to prepare for the next invoice while preserving cell styles, fonts, borders, and calculated formulas. • Auto-Populated Dates: Automatically inserts the current invoice date upon creating new billing sheets. Scalable Architecture Designed as a zero-cost solution for micro-businesses, Invoice Manager Lite also offers a seamless transition path. If your operational needs grow to require local database storage, customer pickers, product catalogs, or payment tracking, all templates remain fully forward-compatible with the full desktop version of Invoice Manager for Excel. Key Features • Excel & Office 365 Native Add-in: Runs inside browser and desktop versions of Excel. • Automated Invoice Sequential Numbering: Prevents duplicate and missing numbers. • One-Click Form Reset: Instantly clears data while protecting formatting and math formulas. • Auto-Filled Billing Dates: Reduces manual entry steps. • 400+ Template Compatibility: Access to customizable, industry-tailored invoice formats. Best For • Freelancers & Contractors looking for free, automated billing inside Excel. • Small Business Owners & Sole Traders who want simple invoicing without paying for complex accounting software. • Excel for the Web Users needing a lightweight, browser-based invoicing tool.

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Invoice Manager (Lite)
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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Medium Business
  • Small Business
  • Freelancers
  • Individuals

API Support

  • Not available

Modes of Support

  • Business Hours

Invoice Manager Lite Features

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

Project Billing

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

Online Invoicing

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

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

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

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

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

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

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 Lite Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Open-source )

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Invoice Manager Lite Alternatives

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Invoice Manager Lite Reviews

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Invoice Manager Lite Screenshots

Invoice Manager Lite FAQs

What is Invoice Manager Lite?

Invoice Manager Lite is a free Microsoft Excel add-in developed by Uniform Software. It automates essential invoicing workflows—such as sequential invoice numbering, current date insertion, and one-click form clearing—directly within Microsoft Excel and Excel for the Web.

Is Invoice Manager Lite really free?

Yes, Invoice Manager Lite is 100% free to install and use via the Microsoft Marketplace / AppSource, with no subscription fees or hidden feature paywalls.

Which versions of Microsoft Excel are supported?

The add-in works across Microsoft 365 environments, including Excel for the Web (browser), as well as modern desktop versions of Microsoft Excel for Windows and Mac.

How does automatic invoice numbering work?

Invoice Manager Lite tracks your sequence and automatically generates the next incremental invoice number each time you start a new invoice, eliminating missing or duplicate numbers.

Will using the add-in overwrite my existing Excel formulas or custom formatting?

No. The add-in operates alongside native Excel features. When you click Clear & New, it clears dynamic data (such as customer names and line items) while leaving all custom formulas, fonts, colors, borders, and calculations completely intact.

What is the difference between Invoice Manager Lite and the full desktop version of Invoice Manager for Excel?

Invoice Manager Lite is a lightweight, browser-compatible add-in focused on automating single-sheet invoicing tasks. The full desktop edition of Invoice Manager for Excel connects to a local database to offer advanced capabilities like customer/product catalogs, payment tracking, and automated PDF export.

How do I install Invoice Manager Lite?

  1. Open Excel for the Web or desktop Excel.
  2. Select Home > Add-ins.
  3. Select More Add-ins.
  4. In the Office Add-ins box, select the Store tab.
  5. In the search box, enter "Invoice" (without the quotation marks) to search for apps related to invoicing.
  6. In the search results, find Invoice Manager Lite.
  7. Click Add to install it in Excel.

What is Invoice Manager Lite used for?

Invoice Manager Lite is Billing and Invoicing Software. Invoice Manager Lite offers the following functionalities:

  • Tax Calculator
  • Quotes and Estimates
  • Project Billing
  • Online Invoicing
  • Hourly Billing
  • Customizable Invoices
  • Multi-Currency

Learn more about Invoice Manager Lite features.

What are the top alternatives for Invoice Manager Lite?

Does Invoice Manager Lite provide API?

No, Invoice Manager Lite does not provide API.

Invoice Manager Lite Contact

Vendor Details

Founded : 2024

Contact Details

Not available

https://uniformsoftware.com/invoice#lite

Social Media Handles

Not available

Invoice Manager Lite Integrations

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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