Excel Invoice Manager Reviews & Product Details

Invoice Manager for Excel by Uniform Software Limited turns Microsoft Excel into a powerful, flexible invoicing system. It combines the familiarity and customization of Excel with structured data management for customers, products, invoices, payments, quotations, and purchase orders. If your business already relies on Excel and you want more than a simple invoice template, Invoice Manager provides a practical way to manage your invoicing workflow without moving to a completely separate accounting or invoicing application. Your invoice remains a genuine Excel worksheet. You can customize its layout, formulas, fields, branding, and business logic using the Excel features you already know. Professional Invoicing Inside Microsoft Excel Invoice Manager combines three key components: • Excel invoice templates — Create invoices using real, editable Excel workbooks. • Invoice Manager for Excel — An Excel add-in that adds invoicing tools and an Invoice ribbon to Excel. • Structured database — Keep customers, products, invoices, payments, and related information in organized records. This approach gives you the flexibility of Excel while providing much more structure than using a standalone invoice template. 400+ Ready-Made Excel Invoice Templates Get started quickly with a library of more than 400 professionally designed invoice templates. Templates include: • Standard invoices • Sales invoices • Service invoices • Consulting invoices • Commercial invoices • Proforma invoices • Receipts • Quotations • Multi-page invoices • Other business forms The templates are genuine Excel workbooks rather than files locked into a proprietary invoice designer. You can open them in Excel, modify them, add your logo and branding, and adapt them to your business requirements. The template library is available free of charge, with no registration required. Customize Your Invoice with Excel One of the major advantages of Invoice Manager is that you are not restricted to a fixed invoice design. Because the invoice is a real Excel worksheet, you can use Excel's familiar tools to customize it: • Fonts and text formatting • Colors and borders • Logos and images • Column widths • Merged cells • Page layout and printing settings • Excel formulas • Drop-down lists • Checkboxes and other form controls • Custom fields and columns • VBA macros You can create an invoice that matches your company's branding and business processes instead of adapting your business to a rigid invoicing interface. Invoice Manager also supports multiple invoice templates. This can be useful when different businesses, departments, customers, or currencies require different invoice layouts. Custom Fields and Flexible Business Logic Invoice Manager is designed for businesses that need more flexibility than a basic invoice template can provide. You can add custom fields and columns for information such as: • Project codes • Contract numbers • Department names • Product-specific discounts • Additional customer information • Other business-specific data Excel formulas can be used for discounts, taxes, line totals, subtotals, and other calculations. This allows your invoice logic to remain visible and editable rather than being hidden inside a proprietary application. For advanced Excel users, VBA macros can also be used to extend the functionality of customized invoice templates. Invoices, Quotations, and Purchase Orders Invoice Manager is not limited to invoices. The same Excel template and database workflow can also be used for: • Invoices • Quotations • Purchase orders You can reuse your existing invoice design and business data rather than creating completely separate documents for each type of transaction. A built-in conversion workflow can help turn an invoice form into a quotation or purchase order, making it easier to maintain a consistent look and workflow. Smart Picker for Faster Data Entry Invoice Manager includes an In-Cell Smart Picker that helps you select information directly from the Excel cell you are working with. The Smart Picker can be used for information such as: • Bill To customers • Ship To addresses • Products and items • Sales representatives • Shipping options • Invoice numbers • Other supported data-selection fields Instead of repeatedly typing long customer names, product names, addresses, or other information, you can select existing records from your database. For large lists, built-in search controls make it easier to find records without scrolling through hundreds or thousands of entries. You can search using available fields to quickly locate the information you need. This can help reduce repetitive typing and minimize data-entry errors. Search Customers, Products, and Invoices Invoice Manager provides search functionality for data lists such as Customers, Products, and Invoices. You can search using available fields and operators such as Equals and Contains, making it easier to locate specific records in a large database. Frequently used search criteria can also be saved as defaults, helping speed up repetitive tasks. Designed for Businesses That Want Excel Flexibility Invoice Manager can be particularly useful for businesses that: • Already use Microsoft Excel extensively • Want customizable invoice forms • Need more than a basic invoice template • Have specialized invoicing requirements • Need custom fields and calculations • Want to maintain control over invoice layouts • Need to manage customers, products, invoices, and payments • Want invoices, quotations, and purchase orders in one workflow • Prefer working with familiar Excel formulas and features • Need multiple invoice templates for different businesses or purposes Rather than replacing Excel, Invoice Manager extends Excel with dedicated invoicing capabilities. Microsoft Marketplace Invoice Manager for Excel is available through Microsoft Marketplace, providing a convenient purchasing and subscription option for organizations that use Microsoft work or school accounts. Organizations can subscribe through Microsoft Marketplace and manage subscriptions through the Microsoft 365 administration environment. This can be particularly convenient for businesses that already manage their software and user licenses through Microsoft. Invoice Manager also has a Traditional Installation option for customers who prefer a desktop installation and a lifetime-license model. The availability of different installation and licensing options makes it easier to choose the deployment model that fits your organization. Windows and Microsoft Excel Invoice Manager for Excel is designed for Windows and requires a locally installed desktop version of Microsoft Excel. Supported environments include: • Windows 10 • Windows 11 • Microsoft Excel 2013 through Microsoft 365 • 32-bit or 64-bit Excel The desktop version requires locally installed Excel and is not intended for environments where Excel is available only through a web browser. For users who need basic invoice-template functionality in browser-based Excel, Invoice Manager Lite is also available as a free Excel web add-in through Microsoft Marketplace. Invoice Manager Lite Invoice Manager Lite provides a simpler, free option for users who mainly need basic invoice-template operations. It works with the same library of 400+ Excel invoice templates and can be used with both Excel for the web and desktop Excel. With Invoice Manager Lite, you can quickly: • Clear named cells in an invoice • Enter the current date • Generate a new invoice number It is useful when you want a lightweight way to work with Excel invoice templates without the full Invoice Manager system. A Flexible Alternative to Fixed Invoice Software Many invoicing applications provide predefined forms and workflows. Invoice Manager takes a different approach by making Excel itself the invoice form. This means you can start with a ready-made professional template and then modify it using the Excel features you already understand. You can control the appearance of the invoice, add your own fields, create formulas, define calculations, incorporate Excel controls, and adapt the document to your own business processes. At the same time, Invoice Manager provides structured records and database-backed management for the information behind those documents. Key Benefits • Turn Microsoft Excel into a complete invoicing system • Create professional invoices directly in Excel • Use more than 400 ready-made invoice templates • Customize invoice layouts with standard Excel tools • Add your own branding, logos, fields, and calculations • Use Excel formulas for taxes, discounts, totals, and other calculations • Add custom fields for business-specific information • Use Excel form controls and VBA for advanced customization • Manage customers, products, invoices, and payments in structured records • Create quotations and purchase orders using the same workflow • Select customers, products, addresses, and other information with the In-Cell Smart Picker • Search large customer, product, and invoice lists efficiently • Reduce repetitive typing and data-entry errors • Support multiple invoice templates • Use Microsoft Marketplace for convenient subscription-based deployment • Keep using the Excel skills and tools your team already knows Who Is Invoice Manager For? Invoice Manager for Excel is ideal for small and medium-sized businesses, consultants, contractors, service providers, sales teams, and other organizations that want a customizable invoicing solution built around Microsoft Excel. It is especially suitable for users who find basic Excel invoice templates too limited but do not want to give up the flexibility of Excel for a rigid, closed invoicing system. With Invoice Manager, your invoice is still an Excel worksheet — but with the data management, automation, and invoicing features needed to turn that worksheet into a practical business tool.