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Average Ratings 0 Ratings

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ease
features
design
support

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Description

DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.

Description

Invoice Manager for Excel revolutionizes traditional spreadsheet templates by converting them into an advanced billing system supported by a database. Utilizing a strong .NET and WPF framework, it integrates smoothly with Microsoft Excel, allowing users to connect customizable front-end worksheets to a secure database environment. This tool empowers users to maintain the design freedom and calculation capabilities of standard Excel formulas while streamlining critical accounts receivable processes. Key Features Include: Over 400 Templates: Tailorable designs for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Quickly search and access client profiles and product information. Audit Controls: Automated sequencing for invoice numbering enhances accuracy. Unified Workflow: Effortless PDF export and direct email functionality simplify communication. Receivables Tracking: Integrated payment logging and aging reports assist in effective cash flow management. Deployment Options: Accessible through multi-device subscriptions on the Microsoft Marketplace, with a lite version also offered as a free web add-in. Additionally, users can explore various subscription plans to find the one that best suits their needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday AI work platform

Integrations

Microsoft Excel
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday AI work platform

Pricing Details

$190 per month
Free Trial
Free Version

Pricing Details

$5.99/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DepositFix

Founded

2014

Country

United States

Website

www.depositfix.com

Vendor Details

Company Name

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/invoice

Product 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

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product 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

Alternatives

Alternatives

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Express Invoice

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Simple Invoice Manager Reviews

Simple Invoice Manager

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Formula Manager for Excel Reviews

Formula Manager for Excel

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