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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.
Description
Transfer the MS Access database file to a shared location accessible to you and other users. To open the database, double-click the MS Access file and, when the subsequent screen appears, press and hold the Shift key while selecting “Open.” After the database loads, navigate to the “Tools” menu and select the “Options” submenu. Next, activate the “Hidden objects” checkbox and click “OK” to reveal all hidden database elements. This classification will help manage the methods used for processing customer payments, and we have listed the payment method classifications for your reference. Once you have made all the necessary configuration adjustments mentioned earlier, return to the “Tools” menu, access the “Options” submenu once more, and then deselect the “Hidden objects” checkbox before clicking “OK.” This action will conceal all database objects again, preventing any unintentional modifications from occurring. Be sure to save your work before closing the database to ensure all configurations are preserved.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Excel
Pricing Details
$5.99/month/user
Free Trial
Free Version
Pricing Details
$45 one-time payment
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
Uniform Software Limited
Founded
2008
Country
United Kingdom
Website
uniformsoftware.com/invoice
Vendor Details
Company Name
TPS of Illinois
Country
United States
Website
www.tps-of-il.com
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
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