Invoice Manager for Excel 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

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Pricing

Pricing Starts At:
$5.99/month/user
Pricing Information:
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Trial:
Yes

Integrations

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Company Details

Company:
Uniform Software Limited
Year Founded:
2008
Headquarters:
United Kingdom
Website:
uniformsoftware.com/invoice
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Media

Play Video 400+ Ready-Made Invoice Templates Format the Invoice Templates in the Way You Like Add Custom Fields, Excel Form Controls and Formulas to Define Any Business Logic Required Quotes and Purchase Orders Handy Pickers and Powerful Search Bar The Lite Edition (Excel Web Add-in) works with 400+ templates too
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Product Details

Platforms
Windows
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Invoice Manager for Excel Features and Options

Billing and Invoicing Software

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

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