Invoice Manager For Excel

What Is Invoice Manager For Excel?

Invoice Manager for Excel is a desktop invoicing solution that works inside Microsoft Excel. It is designed for businesses that want to manage invoicing without leaving their existing spreadsheet environment. The software connects editable Excel invoice forms to a structured database, providing a central place to manage customers, products, invoices, and payment records.

It offers invoice management, customer management, payment tracking, and reporting. The setup supports individual businesses as well as teams that need to share invoicing data over a local network. The Enterprise edition also supports programmable access through VBA macro code and SQL Server for businesses with more advanced database requirements.

The platform combines Excel's flexibility with a structured invoicing workflow, allowing businesses to customize invoice layouts while keeping records organized in a separate database. It runs on Windows and requires a locally installed version of Microsoft Excel.

What Is Invoice Manager For Excel Best For?

Invoice Manager for Excel software stands out for its support for custom fields and Excel-based business logic. Businesses can add fields for project codes, contract numbers, departments, or product-level discounts, then connect those fields to Excel cells and formulas. This allows businesses to capture information that is specific to their invoicing process while keeping calculations such as taxes, discounts, and totals within the Excel environment. It is particularly relevant for businesses that need invoice templates and data fields tailored to their billing requirements.

How Much Does Invoice Manager For Excel Cost?

Invoice Manager for Excel pricing starts at $89/computer for the Traditional Net edition with a lifetime Net license. The Traditional Enterprise edition costs $129/computer with a lifetime Net license. The vendor also offers subscription-based deployment through Microsoft Marketplace.

The vendor also offers Volume pricing, available at $69/license for 2-9 Net licenses and $65 for 10 or more Net licenses. Enterprise costs $100/license for 2-9 licenses and $92 for 10 or more Enterprise licenses. Each computer requires its own license. A fully functional 7-day trial is also available.

Apart from the base subscription pricing, organizations may need to budget for these estimated additional costs that are typically associated with similar software solutions:

• Implementation And Setup: Generally, around $100 – $500 (one-time). Initial configuration, invoice template setup, database configuration, and getting the system ready for business use
• Data Migration: Often between $100 – $500 (one-time). Importing existing customer, product, invoice, or payment records from spreadsheets or another invoicing system
• Custom Invoice/Template Work: Approximately $50 – $300 (one-time). Creating or modifying invoice layouts, adding custom fields, formulas, branding, or specialized calculations
• Training And Onboarding: Usually around $50 – $250 (one-time). Staff training on invoice creation, customer/product records, reporting, and the application's Excel workflow

Disclaimer: The pricing is subject to change.

Invoice Manager For Excel Integrations

The vendor has not disclosed any information related to the platform’s third-party integrations.

How Does Invoice Manager For Excel Work?

Start by opening an Invoice Manager for Excel template in the locally installed desktop version of Microsoft Excel. Connect it to your invoicing database and begin setting up your records. Here are the steps you can follow:

• Open a compatible Excel invoice template and activate Invoice Manager for Excel
• Connect the template to an Access or SQL Server database, depending on the edition and setup
• Add customer and product records so they can be selected directly from the invoice worksheet
• Choose a customer, product, sales representative, shipping option, and invoice number by using the available selection tools
• Enter invoice details such as quantities, prices, taxes, discounts, and other required information
• Save the completed invoice so its customer, product, invoice, and payment data are stored in the database
• Review the saved invoices and related records using the available search and reporting tools
• Print the invoice or extract it as a separate workbook for sharing and email

Who Is Invoice Manager For Excel For?

Invoice Manager for Excel serves businesses and independent professionals across several industries and business types, including:

• Retail
• Consulting
• Construction
• Professional services
• Wholesale
• International trade
• Freelancing

Invoice Manager For Excel Use Cases

Based on our analysis of Invoice Manager for Excel features and current capabilities, we have identified a few scenarios where the software can be a suitable option for common invoicing and billing workflows:

Small Businesses Outgrowing Manual Excel Invoicing

Small businesses that started with individually maintained Excel invoice files can run into problems as customer records, products, payments, and past invoices increase. Searching for older transactions or keeping billing information consistent becomes harder when records remain scattered across separate workbooks.

Invoice Manager for Excel suits businesses that want to continue working in Excel while moving invoicing records into a more structured system. This is particularly relevant to small retailers, contractors, consultants, and other businesses that have outgrown basic spreadsheet invoicing but do not need a broader accounting platform.

Service Firms With Project-Specific Billing Processes

Consultancies, contractors, and professional service firms often need invoices to reflect the details of individual projects, contracts, departments, or client arrangements. A fixed invoice format can become restrictive when billing requirements vary from one engagement to another.

Invoice Manager for Excel is suited to these environments because the billing process can remain closely tied to the firm's existing Excel-based documents and calculations. The scenario is particularly relevant where billing staff already depend on spreadsheet-based processes and need their invoices to accommodate business-specific information.

Businesses Moving Customers From Quotes To Final Invoices

Businesses that regularly begin sales with quotations or purchase orders can face inconsistencies when information must be recreated once the customer is ready to buy. This becomes more noticeable for wholesalers, retailers, contractors, and service providers handling frequent orders with similar customer and product details.

Invoice Manager for Excel suits workflows where the same billing process needs to cover the progression from an initial sales document to the final invoice. It is especially applicable when maintaining consistent records matters as transactions move from preliminary pricing to completed billing.

Businesses Billing For Multiple Entities Or Document Requirements

Companies that manage several businesses, brands, currencies, or customer-facing invoice formats can find it difficult to maintain distinct billing records without creating separate working environments. The challenge becomes greater when each entity needs its own document layout and corresponding records while staff still need to work from the same Windows-based Excel setup.

Invoice Manager for Excel suits this situation by supporting separate template and database pairs within one installation. This makes the scenario relevant to businesses, accounting teams, and administrators handling billing requirements that cannot be represented by a single standard invoice setup.

Is Invoice Manager For Excel Right For You?

Are you looking for invoicing software that keeps Excel at the center of billing while providing a more structured way to manage customer, invoice, and payment records? Invoice Manager for Excel suits small businesses and service firms that have outgrown standalone spreadsheets but still need flexible invoice layouts and Excel-based calculations.

The software supports automatic invoice numbering, PDF creation, email delivery, and database-backed records. Recent product updates have also improved email and installation workflows. For businesses handling billing information, Uniform Software uses physical, electronic, and managerial safeguards to protect collected information, while its privacy policy explains how personal information is collected, used, and protected.

LAN sharing supports concurrent access to shared records, while the Enterprise edition adds SQL Server support for larger database environments. Invoice Manager for Excel has also received a Virus Free award from Software Informer.

Still not sure if Invoice Manager for Excel is right for you? Contact our customer support team at (661) 384-7070 to discuss your requirements and available options.