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Invoice Manager for Excel

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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 by Uniform Software bridges the gap between the flexibility of manual spreadsheets and the robustness of relational databases. Designed for power users, IT professionals, and small businesses weary of bloated SaaS accounting platforms and forced cloud subscriptions, this Windows-based solution transforms Microsoft Excel into a structured, database-backed invoicing engine. At its core, Invoice Manager operates via a .NET/C# architecture and an Excel COM add-in. It deliberately separates the front-end user interface from backend data storage. Instead of saving critical billing data in fragile, disconnected flat files, it connects directly to a local Microsoft Access database or a networked Microsoft SQL Server. This hybrid approach guarantees you maintain complete ownership of your data and infrastructure while leveraging Excel’s native calculation engine for custom pricing logic, complex regional taxes, and highly personalized layouts. The software features a proprietary "In-Cell Smart Picker" that instantly queries your database to auto-populate client details and inventory pricing directly into active worksheet cells. It automatically enforces sequential invoice numbering to maintain audit-ready ledgers and includes comprehensive Accounts Receivable tracking to log partial payments, update balances, and run real-time cash flow and aging reports. With an included library of 400+ customizable templates, one-click PDF generation, and direct Outlook email integration, it drastically reduces administrative overhead. Available via a traditional lifetime desktop license, a multi-device Microsoft Marketplace subscription, or a free web-based add-in (Invoice Manager Lite), it delivers a flexible, data-secu