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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
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
Integrations
Microsoft Excel
Pricing Details
$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
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